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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
JHIU
101
Janus Henderson Investors US
Colorado
$37.7M +$28M +521,779 +309%
CB
102
Commerce Bank
Missouri
$37.2M -$884K -16,502 -2%
ORIO
103
Old Republic International (ORI)
Illinois
$36.8M
USAA
104
United Services Automobile Association
Texas
$35.8M +$661K +12,327 +2%
AQR Capital Management
105
AQR Capital Management
Connecticut
$35.7M -$2.52M -47,025 -7%
PAMU
106
Pictet Asset Management (UK)
United Kingdom
$35M +$53.6K +1,000 +0.2%
BCM
107
Bridgeway Capital Management
Texas
$34.3M
JFL
108
Jarislowsky, Fraser Ltd
Quebec, Canada
$34M -$1.64M -30,513 -5%
MAMU
109
Marathon Asset Management (UK)
United Kingdom
$34M -$8.19M -152,894 -20%
AA
110
ALPS Advisors
Colorado
$33.2M +$5.54M +103,385 +20%
Aviva
111
Aviva
United Kingdom
$32.6M +$8.46M +157,849 +36%
NPA
112
Nichols & Pratt Advisers
Massachusetts
$32.4M -$259K -4,839 -0.8%
SO
113
STRS Ohio
Ohio
$32.3M -$656K -12,238 -2%
BTW
114
Boston Trust Walden
Massachusetts
$31.6M +$232K +4,331 +0.8%
Barrow, Hanley, Mewhinney & Strauss
115
Barrow, Hanley, Mewhinney & Strauss
Texas
$31.5M -$21.1M -394,641 -41%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$30.2M -$826K -15,411 -3%
CI
117
Conning Inc
Connecticut
$29.8M +$55K +1,026 +0.2%
Baird Financial Group
118
Baird Financial Group
Wisconsin
$29.7M -$1.06M -19,789 -4%
SIC
119
Schwartz Investment Counsel
Michigan
$29.5M -$2.52M -47,000 -8%
GIA
120
Gateway Investment Advisers
Ohio
$29.2M -$26.9K -501 -0.1%
Luther King Capital Management (LKCM)
121
Luther King Capital Management (LKCM)
Texas
$29.1M -$406K -7,574 -1%
BG
122
Bahl & Gaynor
Ohio
$28.6M -$7.5M -139,964 -21%
BA
123
BlackRock Advisors
Delaware
$27.9M +$200K +3,740 +0.7%
Two Sigma Investments
124
Two Sigma Investments
New York
$27.8M +$26M +485,171 +1,958%
GT
125
Glenmede Trust
Pennsylvania
$27M -$1.08M -20,202 -4%

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.