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Emerson Electric

1,238 hedge funds and large institutions have $24.1B invested in Emerson Electric in 2016 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 476 increasing their positions, 488 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

369% more call options, than puts

Call options by funds: $346M | Put options by funds: $73.7M

82% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 60

50% more funds holding in top 10

Funds holding in top 10: 1827 (+9)

10% more capital invested

Capital invested by funds: $21.9B → $24.1B (+$2.19B)

3% more funds holding

Funds holding: 1,2071,238 (+31)

0.61% more ownership

Funds ownership: 70.6%71.21% (+0.61%)

2% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 488

Holders
1,238
Holders Change
+31
Holders Change %
+2.57%
% of All Funds
32.99%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.72%
New
109
Increased
476
Reduced
488
Closed
60
Calls
$346M
Puts
$73.7M
Net Calls
+$272M
Net Calls Change
+$125M
Name Holding Trade Value Shares
Change
Change in
Stake
KT
1201
Kanaly Trust
Texas
$17K
TCM
1202
Tradewinds Capital Management
Washington
$17K
TFA
1203
Transamerica Financial Advisors
Florida
$16K
FWM
1204
Focused Wealth Management
New York
$14K -$12.1K -250 -50%
AA
1205
AlphaMark Advisors
Kentucky
$14K
RBC
1206
Roble Belko & Company
Pennsylvania
$14K
TDC
1207
Thompson Davis & Co
Virginia
$12K -$3.62K -75 -25%
MA
1208
MCF Advisors
Kentucky
$12K
AIM
1209
Advantage Investment Management
Iowa
$11K
CFS
1210
Commonwealth Financial Services
West Virginia
$11K
BC
1211
Barnett & Company
Tennessee
$11K +$9.64K +200 New
HCM
1212
Horrell Capital Management
Arkansas
$11K +$9.64K +200 New
CWM
1213
Cedar Wealth Management
California
$10K +$8.44K +175 New
GXMC
1214
Global X Management Company
New York
$9K +$7.14K +148 +740%
TSU
1215
TD Securities (USA)
New York
$8K -$96 -2 -1%
HF
1216
Hoxton Financial
West Virginia
$8K
NCM
1217
Nelson Capital Management
California
$7K
SAM
1218
Shamrock Asset Management
Texas
$7K
WA
1219
WealthTrust-Arizona
Arizona
$6K
PCP
1220
Proficio Capital Partners
Massachusetts
$6K +$1.06K +22 +23%
PRS
1221
Pinkerton Retirement Specialists
Idaho
$6K +$3.23K +67 New
AWM
1222
AllSquare Wealth Management
New York
$5K
CAL
1223
Capital Advisors Ltd
Ohio
$5K
GWS
1224
Glassman Wealth Services
Virginia
$5K
FAM
1225
Fred Alger Management
New York
$4K

EMR Hedge Fund Activity: Q1 2016 in Review

1,238 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2016, worth a combined $24.1B — up 10% from $21.9B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new EMR positions and 60 closed out — a net gain of 49 holders — while 476 added to existing stakes and 488 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $406M. The largest seller was Vanguard Group, cutting an estimated $140M.

  • 1,238 institutional investors held Emerson Electric (EMR) as of Q1 2016, up from 1,207 in Q4 2015.
  • Funds reported $24.1B of Emerson Electric stock for Q1 2016, up 10% quarter-over-quarter.
  • 109 funds opened new Emerson Electric positions in Q1 2016 and 60 closed out, a net change of +49 holders.
  • The largest Emerson Electric buyer in Q1 2016 was Royal London Asset Management, an estimated $406M added.
  • The largest Emerson Electric seller in Q1 2016 was Vanguard Group, an estimated $140M sold.

Based on aggregated 13F filings for Q1 2016.