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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
LWA
1226
Lenox Wealth Advisors
New York
$4K
DPA
1227
Delphi Private Advisors
California
$3K
PCTC
1228
Perkins Coie Trust Company
Washington
$3K
CS
1229
Credential Securities
$2.94K
N
1230
Nuveen
North Carolina
$2.9K -$39.5K -820 -2%
OCM
1231
One Capital Management
California
$1.75K +$65.1K +1,350 +4%
GI
1232
Gradient Investments
Minnesota
$1K -$7.43K -154 -93%
IFA
1233
Interactive Financial Advisors
Illinois
$1K
SLF
1234
Sun Life Financial
Ontario, Canada
$562 -$181K -3,753 -27%
HW
1235
Hancock Whitney
Mississippi
$372
EWM
1236
Endurance Wealth Management
Rhode Island
$242
PCM
1237
Penserra Capital Management
California
$63 +$30.1K +624 +114%
BKBG
1238
BHF Kleinwort Benson Group
Belgium
-$35.2M -736,182 Closed
Renaissance Technologies
1239
Renaissance Technologies
New York
-$13.3M -278,600 Closed
Arrowstreet Capital
1240
Arrowstreet Capital
Massachusetts
-$6.57M -137,423 Closed
SCP
1241
Scoria Capital Partners
Connecticut
-$5.38M -112,400 Closed
Point72 Asset Management
1242
Point72 Asset Management
Connecticut
-$4.78M -100,000 Closed
DCM
1243
Dialectic Capital Management
Connecticut
-$4.53M -94,604 Closed
CRB
1244
Chad R. Baker
-$3.91M -81,650 Closed
NSLI
1245
Nan Shan Life Insurance
Taiwan
-$3.58M -74,918 Closed
Jennison Associates
1246
Jennison Associates
New York
-$3.36M -70,282 Closed
EFIC
1247
Eliot Finkel Investment Counsel
California
-$2.85M -59,650 Closed
SAM
1248
Sentinel Asset Management
Vermont
-$2.39M -50,000 Closed
SFP
1249
Santa Fe Partners
New Mexico
-$2.38M -49,775 Closed
PAM
1250
Princeton Alpha Management
New Jersey
-$2.26M -47,285 Closed

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.