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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
Diamond Hill Capital Management
1251
Diamond Hill Capital Management
Ohio
-$265K -5,081 Closed
LWM
1252
Lyons Wealth Management
Florida
-$261K -5,000 Closed
TCM
1253
Texan Capital Management
Texas
-$254K -4,865 Closed
RPA
1254
Rock Point Advisors
Vermont
-$244K -4,672 Closed
Handelsbanken Fonder
1255
Handelsbanken Fonder
Sweden
-$243K -4,664 Closed
TCB
1256
Texas Capital Bancshares
Texas
-$231K -4,424 Closed
BJL
1257
Brighton Jones LLC
Washington
-$228K -4,365 Closed
SBIA
1258
Sheaff Brock Investment Advisors
Indiana
-$226K -4,338 Closed
TTWM
1259
TCV Trust & Wealth Management
Virginia
-$225K -4,330 Closed
AB
1260
Atlas Brown
Kentucky
-$226K -4,324 Closed
PAIA
1261
Park Avenue Institutional Advisers
New York
-$212K -4,062 Closed
PCMM
1262
Private Capital Management (Minnesota)
Minnesota
-$172K -3,300 Closed
ICM
1263
Ionic Capital Management
New York
-$107K -2,000 Closed
HIIFS
1264
Harel Insurance Investments & Financial Services
Israel
-$52K -1,000 Closed
IR
1265
Invictus RG
Bermuda
-$22K -427 Closed
PCM
1266
Prelude Capital Management
New York
-$20K -388 Closed
PFO
1267
Pathstone Family Office
New Jersey
-$10K -200 Closed
PAI
1268
Pittenger & Anderson Inc
Nebraska
-$9K -165 Closed
WA
1269
WealthTrust-Arizona
Arizona
-$6K -111 Closed
FAM
1270
Fred Alger Management
New York
-$4K -82 Closed
TIM
1271
Tortoise Investment Management
New York
-$3K -66 Closed
AF
1272
Allworth Financial
California
-$2K -35 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.