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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
QIM
1226
Quantitative Investment Management
Virginia
-$2.83M -54,200 Closed
MS
1227
Marshall & Sullivan
Washington
-$2.5M -47,946 Closed
MC
1228
Martin & Co
Tennessee
-$2.38M -45,580 Closed
LMIM
1229
Lockheed Martin Investment Management
Maryland
-$2.29M -44,000 Closed
PS
1230
Pensionfund Sabic
Netherlands
-$1.98M -38,000 Closed
RS
1231
Robeco Schweiz
Switzerland
-$1.84M -36,245 Closed
SWM
1232
Segment Wealth Management
Texas
-$1.66M -31,818 Closed
PFM
1233
PacWest Financial Management
Arizona
-$1.58M -30,255 Closed
GS
1234
GAM Systematic
United Kingdom
-$1.26M -24,207 Closed
SFI
1235
SPC Financial Inc
Maryland
-$1.25M -24,067 Closed
Squarepoint
1236
Squarepoint
New York
-$1.22M -23,347 Closed
Verition Fund Management
1237
Verition Fund Management
Connecticut
-$1.14M -21,760 Closed
QAM
1238
Quantres Asset Management
Cayman Islands
-$1.11M -21,200 Closed
FM
1239
Forward Management
California
-$657K -12,597 Closed
VF
1240
Virtu Financial
New York
-$645K -12,367 Closed
LAM
1241
Lingohr Asset Management
Germany
-$632K -12,115 Closed
BAAM
1242
Baker Avenue Asset Management
California
-$625K -11,977 Closed
Acadian Asset Management
1243
Acadian Asset Management
Massachusetts
-$543K -10,408 Closed
CSS
1244
Cubist Systematic Strategies
Connecticut
-$534K -10,243 Closed
Fuller & Thaler Asset Management
1245
Fuller & Thaler Asset Management
California
-$376K -7,200 Closed
ACA
1246
Anchor Capital Advisors
Massachusetts
-$313K -6,000 Closed
HIM
1247
Hillsdale Investment Management
Ontario, Canada
-$313K -6,000 Closed
Capital Fund Management (CFM)
1248
Capital Fund Management (CFM)
France
-$314K -5,859 Closed
LOAMS
1249
Lombard Odier Asset Management (Switzerland)
Switzerland
-$279K -5,355 Closed
ZIC
1250
ZWJ Investment Counsel
Georgia
-$276K -5,289 Closed

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.