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Emerson Electric

1,281 hedge funds and large institutions have $26.8B invested in Emerson Electric in 2017 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 428 increasing their positions, 553 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 78

33% more call options, than puts

Call options by funds: $142M | Put options by funds: $107M

8% more capital invested

Capital invested by funds: $24.8B → $26.8B (+$1.96B)

1% more funds holding

Funds holding: 1,2651,281 (+16)

0.25% more ownership

Funds ownership: 69.01%69.26% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

23% less repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 553

Holders
1,281
Holders Change
+16
Holders Change %
+1.26%
% of All Funds
31.89%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
109
Increased
428
Reduced
553
Closed
78
Calls
$142M
Puts
$107M
Net Calls
+$35.1M
Net Calls Change
-$46M
Name Holding Trade Value Shares
Change
Change in
Stake
BTW
101
Boston Trust Walden
Massachusetts
$37.4M +$2.89M +48,347 +8%
USAA
102
United Services Automobile Association
Texas
$35.8M -$820K -13,738 -2%
SO
103
STRS Ohio
Ohio
$34.9M -$343K -5,742 -1%
Chevy Chase Trust
104
Chevy Chase Trust
Maryland
$34M +$1.1M +18,375 +3%
Bank of Nova Scotia
105
Bank of Nova Scotia
Ontario, Canada
$33.8M +$32.6M +546,801 +3,745%
NPA
106
Nichols & Pratt Advisers
Massachusetts
$33.7M -$327K -5,470 -1%
Baird Financial Group
107
Baird Financial Group
Wisconsin
$33.3M +$694K +11,621 +2%
SAC
108
Smith Affiliated Capital
New York
$32.9M
BGIM
109
Brandywine Global Investment Management
Pennsylvania
$32.5M -$18.8M -314,332 -37%
CI
110
Conning Inc
Connecticut
$32.2M +$505K +8,458 +2%
Credit Agricole
111
Credit Agricole
France
$31.5M -$32.4M -543,427 -51%
JFL
112
Jarislowsky, Fraser Ltd
Quebec, Canada
$31.5M -$4.5M -75,381 -13%
Citigroup
113
Citigroup
New York
$31.3M +$20.3M +339,505 +185%
Canada Life
114
Canada Life
Manitoba, Canada
$31.3M -$136K -2,285 -0.4%
DADC
115
D.A. Davidson & Co
Montana
$30.6M +$1.87M +31,336 +7%
Luther King Capital Management (LKCM)
116
Luther King Capital Management (LKCM)
Texas
$30.3M -$427K -7,157 -1%
GIA
117
Gateway Investment Advisers
Ohio
$30M -$2.95M -49,343 -9%
National Pension Service
118
National Pension Service
South Korea
$29.2M +$992K +16,611 +4%
BNP Paribas Financial Markets
119
BNP Paribas Financial Markets
France
$29.1M +$17M +285,582 +142%
Point72 Asset Management
120
Point72 Asset Management
Connecticut
$28.7M +$22.4M +374,700 +357%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.7M -$258K -4,324 -0.9%
Comerica Bank
122
Comerica Bank
Texas
$27.6M -$24.7K -414 -0.1%
UIM
123
USS Investment Management
United Kingdom
$27.5M +$27.5M +460,000 New
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$27.4M +$1.14M +19,012 +4%
VanEck Associates
125
VanEck Associates
New York
$27.3M +$3.81M +63,832 +16%

EMR Hedge Fund Activity: Q1 2017 in Review

1,281 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2017, worth a combined $26.8B — up 7.9% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new EMR positions and 78 closed out — a net gain of 31 holders — while 428 added to existing stakes and 553 trimmed.

The largest buyer was BlackRock, adding an estimated $2.3B. The largest seller was Capital Research Global Investors, cutting an estimated $422M.

  • 1,281 institutional investors held Emerson Electric (EMR) as of Q1 2017, up from 1,265 in Q4 2016.
  • Funds reported $26.8B of Emerson Electric stock for Q1 2017, up 7.9% quarter-over-quarter.
  • 109 funds opened new Emerson Electric positions in Q1 2017 and 78 closed out, a net change of +31 holders.
  • The largest Emerson Electric buyer in Q1 2017 was BlackRock, an estimated $2.3B added.
  • The largest Emerson Electric seller in Q1 2017 was Capital Research Global Investors, an estimated $422M sold.

Based on aggregated 13F filings for Q1 2017.