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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
MI
1276
Montage Investments
Kansas
-$353K -7,378 Closed
TSS
1277
Two Sigma Securities
New York
-$282K -5,902 Closed
GIA
1278
Granite Investment Advisors
New Hampshire
-$273K -5,700 Closed
LWM
1279
Lyons Wealth Management
Florida
-$275K -5,700 Closed
GCA
1280
Gideon Capital Advisors
New York
-$255K -5,338 Closed
Fisher Asset Management
1281
Fisher Asset Management
Washington
-$245K -5,129 Closed
MIP
1282
Marietta Investment Partners
Wisconsin
-$242K -5,050 Closed
WA
1283
Waverly Advisors
Alabama
-$238K -4,980 Closed
PIM
1284
Provident Investment Management
Michigan
-$237K -4,950 Closed
IIA
1285
IPG Investment Advisors
California
-$234K -4,900 Closed
TIM
1286
Thompson Investment Management
Wisconsin
-$224K -4,690 Closed
MC
1287
Montag & Caldwell
Georgia
-$210K -4,400 Closed
CG
1288
Colony Group
Massachusetts
-$204K -4,262 Closed
CCM
1289
Compass Capital Management
Minnesota
-$203K -4,240 Closed
ACS
1290
Archford Capital Strategies
Illinois
-$182K -3,789 Closed
SC
1291
SRB Corp
Massachusetts
-$139K -2,904 Closed
HSA
1292
Hussman Strategic Advisors
Maryland
-$124K -2,600 Closed
GBT
1293
Grove Bank & Trust
Florida
-$33K -694 Closed
AFP
1294
Ausdal Financial Partners
Iowa
-$17K -361 Closed
HA
1295
Harfst & Associates
Wyoming
-$11K -250 Closed
AWMS
1296
Advocacy Wealth Management Services
Georgia
-$9.6K -199 -100%
NYLT
1297
New York Life Trust
New York
-$3K -57 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.