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Emerson Electric

1,274 hedge funds and large institutions have $28.1B invested in Emerson Electric in 2017 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 422 increasing their positions, 555 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $177M | Put options by funds: $89.9M

41% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 51

4% more capital invested

Capital invested by funds: $26.9B → $28.1B (+$1.21B)

1% more funds holding

Funds holding: 1,2621,274 (+12)

0.13% less ownership

Funds ownership: 69.99%69.86% (-0.13%)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

24% less repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 555

Holders
1,274
Holders Change
+12
Holders Change %
+0.95%
% of All Funds
31.76%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.37%
New
72
Increased
422
Reduced
555
Closed
51
Calls
$177M
Puts
$89.9M
Net Calls
+$87.3M
Net Calls Change
+$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
101
Credit Agricole
France
$36.9M +$266K +4,418 +0.8%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$36.6M +$2.1M +34,855 +6%
MIS
103
Morningstar Investment Services
Illinois
$36.3M -$854K -14,167 -2%
National Pension Service
104
National Pension Service
South Korea
$36.2M +$1.4M +23,252 +4%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$35.9M +$245K +4,063 +0.7%
SO
106
STRS Ohio
Ohio
$35.7M +$5.79K +96 +0%
DADC
107
D.A. Davidson & Co
Montana
$35.1M +$753K +12,485 +2%
NPA
108
Nichols & Pratt Advisers
Massachusetts
$34.8M -$333K -5,513 -1%
SAC
109
Smith Affiliated Capital
New York
$34.6M
Baird Financial Group
110
Baird Financial Group
Wisconsin
$34.2M -$996K -16,520 -3%
SGAM
111
Smith Group Asset Management
Texas
$33.3M -$4.52M -75,024 -12%
VanEck Associates
112
VanEck Associates
New York
$33.1M +$635K +10,523 +2%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$32.2M -$2.97M -49,178 -9%
Canada Life
114
Canada Life
Manitoba, Canada
$32.1M +$512K +8,482 +2%
Axa
115
Axa
France
$31.2M -$18.5M -307,082 -38%
GIA
116
Gateway Investment Advisers
Ohio
$29.8M -$360K -5,977 -1%
JFL
117
Jarislowsky, Fraser Ltd
Quebec, Canada
$29.5M -$1.3M -21,492 -4%
Barclays
118
Barclays
United Kingdom
$29.3M +$2.96M +49,140 +12%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.2M +$97.8K +1,622 +0.4%
ClearBridge Investments
120
ClearBridge Investments
New York
$28.3M -$176K -2,911 -0.6%
Luther King Capital Management (LKCM)
121
Luther King Capital Management (LKCM)
Texas
$28.1M -$3.05M -50,532 -10%
MWNA
122
Marshall Wace North America
New York
$27.7M +$22.8M +377,694 +615%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$26.5M +$3.02M +50,147 +14%
Aviva
124
Aviva
United Kingdom
$25.6M -$1.11M -18,429 -4%
HNB
125
Huntington National Bank
Ohio
$25.5M -$269K -4,467 -1%

EMR Hedge Fund Activity: Q3 2017 in Review

1,274 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2017, worth a combined $28.1B — up 4.5% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EMR positions and 51 closed out — a net gain of 21 holders — while 422 added to existing stakes and 555 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $109M. The largest seller was Panagora Asset Management, cutting an estimated $93.5M.

  • 1,274 institutional investors held Emerson Electric (EMR) as of Q3 2017, up from 1,262 in Q2 2017.
  • Funds reported $28.1B of Emerson Electric stock for Q3 2017, up 4.5% quarter-over-quarter.
  • 72 funds opened new Emerson Electric positions in Q3 2017 and 51 closed out, a net change of +21 holders.
  • The largest Emerson Electric buyer in Q3 2017 was Adage Capital Partners, an estimated $109M added.
  • The largest Emerson Electric seller in Q3 2017 was Panagora Asset Management, an estimated $93.5M sold.

Based on aggregated 13F filings for Q3 2017.