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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
GC
101
Guggenheim Capital
Illinois
$35.8M -$1.37M -28,460 -4%
GAM
102
Gotham Asset Management
New York
$35.6M +$7.02M +145,641 +29%
TA
103
Teachers Advisors
New York
$35.2M +$1.3M +27,032 +4%
ORIO
104
Old Republic International (ORI)
Illinois
$35.2M +$6.08M +126,000 +24%
Capital International Investors
105
Capital International Investors
California
$34.3M
BCM
106
Bridgeway Capital Management
Texas
$34.2M +$8.97M +185,900 +42%
SO
107
STRS Ohio
Ohio
$33M +$51.2K +1,061 +0.2%
NPA
108
Nichols & Pratt Advisers
Massachusetts
$32.6M +$35.2K +730 +0.1%
QI
109
QV Investors
Alberta, Canada
$32M +$357K +7,400 +1%
SIC
110
Schwartz Investment Counsel
Michigan
$31.9M +$2.79M +57,900 +11%
Two Sigma Advisers
111
Two Sigma Advisers
New York
$31.9M -$53.2M -1,103,840 -65%
Mackenzie Financial
112
Mackenzie Financial
Ontario, Canada
$31.9M +$4.93M +102,310 +21%
PAMU
113
Pictet Asset Management (UK)
United Kingdom
$31.5M +$1.48M +30,690 +5%
Canada Life
114
Canada Life
Manitoba, Canada
$31.5M +$1.72M +35,727 +7%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$31M -$419K -8,678 -2%
Neuberger Berman Group
116
Neuberger Berman Group
New York
$30.9M +$6.94M +144,007 +34%
USAA
117
United Services Automobile Association
Texas
$30.8M +$166K +3,434 +0.6%
CI
118
Conning Inc
Connecticut
$30.5M -$1.38M -28,545 -5%
Credit Agricole
119
Credit Agricole
France
$30M +$536K +11,120 +2%
DFO
120
Duquesne Family Office
New York
$30M +$26.6M +551,000 New
BTW
121
Boston Trust Walden
Massachusetts
$29.8M -$780K -16,175 -3%
GT
122
Glenmede Trust
Pennsylvania
$29.4M -$1.32M -27,402 -5%
Luther King Capital Management (LKCM)
123
Luther King Capital Management (LKCM)
Texas
$29.3M -$1.53M -31,796 -6%
GIA
124
Gateway Investment Advisers
Ohio
$29.2M -$1.99M -41,252 -7%
Baird Financial Group
125
Baird Financial Group
Wisconsin
$28.8M +$1.24M +25,795 +5%

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.