We are live on ! Find out more
EMR icon

Emerson Electric

1,206 hedge funds and large institutions have $25.1B invested in Emerson Electric in 2016 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 461 increasing their positions, 496 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $235M | Put options by funds: $102M

6% more capital invested

Capital invested by funds: $23.6B → $25.1B (+$1.42B)

1.31% more ownership

Funds ownership: 70.47%71.78% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

7% less repeat investments, than reductions

Existing positions increased: 461 | Existing positions reduced: 496

2% less funds holding

Funds holding: 1,2331,206 (-27)

19% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 67

Holders
1,206
Holders Change
-27
Holders Change %
-2.19%
% of All Funds
32.18%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.45%
New
54
Increased
461
Reduced
496
Closed
67
Calls
$235M
Puts
$102M
Net Calls
+$133M
Net Calls Change
+$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1201
Credential Securities
$2.94K
GI
1202
Gradient Investments
Minnesota
$2K +$2.36K +44 New
TFA
1203
Transamerica Financial Advisors
Florida
$1K
IFA
1204
Interactive Financial Advisors
Illinois
$1K +$1.02K +19 New
FNB
1205
Farmers National Bank
Kentucky
$634 +$8.95K +167 +1%
LCS
1206
Levin Capital Strategies
New York
$400 -$90.4K -1,686 -19%
SBL
1207
Sargent Bickham Lagudis
Colorado
$259 +$52.5K +980 +26%
FI
1208
Focused Investors
California
-$72.1M -1,381,800 Closed
SP
1209
Sarasin & Partners
United Kingdom
-$31.6M -606,044 Closed
NI
1210
Numeric Investors
Massachusetts
-$26.9M -515,700 Closed
SM
1211
Seminole Management
New York
-$20.8M -399,497 Closed
LHC
1212
Lodge Hill Capital
New York
-$19.3M -370,000 Closed
DGHMC
1213
Dalton, Greiner, Hartman, Maher & Co
New York
-$17.9M -342,848 Closed
FFIC
1214
First Fiduciary Investment Counsel
Ohio
-$14.1M -253,886 Closed
ZA
1215
Zweig Advisers
Connecticut
-$11M -197,000 Closed
EA
1216
Euclid Advisors
Connecticut
-$9.88M -189,390 Closed
JIM
1217
Jupiter Investment Management
United Kingdom
-$6.51M -124,913 Closed
PP
1218
Paloma Partners
Connecticut
-$6.64M -123,844 Closed
UOC
1219
UBS O'Connor
Illinois
-$6.26M -120,092 Closed
HIM
1220
Hanlon Investment Management
New Jersey
-$4.88M -93,613 Closed
BCFA
1221
BP Capital Fund Advisors
Texas
-$4.46M -85,498 Closed
PDN
1222
Pensionfund DSM Netherlands
Netherlands
-$4.33M -83,000 Closed
SCM
1223
Stevens Capital Management
Pennsylvania
-$4.06M -77,839 Closed
CAM
1224
Cypress Asset Management
Texas
-$3.72M -71,308 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1225
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.91M -55,800 Closed

EMR Hedge Fund Activity: Q3 2016 in Review

1,206 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2016, worth a combined $25.1B — up 6% from $23.6B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of EMR and 54 opened new positions — a net loss of 13 holders — while 496 trimmed existing stakes and 461 added.

The largest buyer was Capital World Investors, adding an estimated $182M. The largest seller was Focused Investors, exiting entirely with an estimated $72.1M sold.

  • 1,206 institutional investors held Emerson Electric (EMR) as of Q3 2016, down from 1,233 in Q2 2016.
  • Funds reported $25.1B of Emerson Electric stock for Q3 2016, up 6% quarter-over-quarter.
  • 54 funds opened new Emerson Electric positions in Q3 2016 and 67 closed out, a net change of -13 holders.
  • The largest Emerson Electric buyer in Q3 2016 was Capital World Investors, an estimated $182M added.
  • The largest Emerson Electric seller in Q3 2016 was Focused Investors, an estimated $72.1M sold.

Based on aggregated 13F filings for Q3 2016.