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Emerson Electric

1,234 hedge funds and large institutions have $23.6B invested in Emerson Electric in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 485 increasing their positions, 481 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $195M | Put options by funds: $134M

13% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 64

1% more repeat investments, than reductions

Existing positions increased: 485 | Existing positions reduced: 481

0% less funds holding

Funds holding: 1,2391,234 (-5)

0.74% less ownership

Funds ownership: 71.21%70.47% (-0.74%)

2% less capital invested

Capital invested by funds: $24.1B → $23.6B (-$482M)

37% less funds holding in top 10

Funds holding in top 10: 2717 (-10)

Holders
1,234
Holders Change
-5
Holders Change %
-0.4%
% of All Funds
32.92%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.45%
New
72
Increased
485
Reduced
481
Closed
64
Calls
$195M
Puts
$134M
Net Calls
+$61M
Net Calls Change
-$211M
Name Holding Trade Value Shares
Change
Change in
Stake
SB
126
Suntrust Banks
Georgia
$25.9M +$1.05M +19,746 +4%
ELC
127
Edgar Lomax Company
Virginia
$25.6M +$1.29M +24,287 +5%
NFA
128
Nationwide Fund Advisors
Ohio
$25.5M +$6.54M +123,198 +34%
Barclays
129
Barclays
United Kingdom
$24.8M -$10.5M -197,043 -29%
ClearBridge Investments
130
ClearBridge Investments
New York
$24.7M -$143K -2,685 -0.6%
Comerica Bank
131
Comerica Bank
Texas
$24.7M -$63.4K -1,194 -0.3%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.3M -$2.6M -48,899 -10%
Mackenzie Financial
133
Mackenzie Financial
Ontario, Canada
$24.2M -$6.47M -121,735 -21%
NI
134
Nuance Investments
Missouri
$23.5M +$1.94M +36,500 +9%
Aviva
135
Aviva
United Kingdom
$22.9M +$3.02M +56,865 +15%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$22.3M +$1.46M +27,425 +7%
RAM
137
RWC Asset Management
United Kingdom
$22.1M +$3.34M +62,957 +17%
National Pension Service
138
National Pension Service
South Korea
$22M +$2.04M +38,466 +10%
Nomura Holdings
139
Nomura Holdings
Japan
$21.9M +$18.6M +349,991 +480%
DADC
140
D.A. Davidson & Co
Montana
$21.4M +$1.84M +34,658 +9%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$21.2M -$562K -10,583 -3%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$21.1M +$16.8M +315,805 +355%
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$21.1M -$2.64M -49,670 -11%
Ameriprise
144
Ameriprise
Minnesota
$20.9M -$782K -14,720 -4%
SM
145
Seminole Management
New York
$20.8M +$21.2M +399,497 New
WCM
146
Wedge Capital Management
North Carolina
$20.7M -$2.51M -47,310 -11%
CEI
147
Clark Estates Inc
New York
$20.5M -$2.67M -50,210 -11%
BCM
148
Becker Capital Management
Oregon
$20.4M +$802K +15,091 +4%
PNC
149
Park National Corp
Ohio
$19.5M -$260K -4,896 -1%
AAM
150
Aberdeen Asset Management
United Kingdom
$19.4M -$20.9M -393,619 -51%

EMR Hedge Fund Activity: Q2 2016 in Review

1,234 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2016, worth a combined $23.6B — down 2% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EMR positions and 64 closed out — a net gain of 8 holders — while 485 added to existing stakes and 481 trimmed.

The largest buyer was Capital World Investors, adding an estimated $186M. The largest seller was Royal London Asset Management, cutting an estimated $449M.

  • 1,234 institutional investors held Emerson Electric (EMR) as of Q2 2016, down from 1,239 in Q1 2016.
  • Funds reported $23.6B of Emerson Electric stock for Q2 2016, down 2% quarter-over-quarter.
  • 72 funds opened new Emerson Electric positions in Q2 2016 and 64 closed out, a net change of +8 holders.
  • The largest Emerson Electric buyer in Q2 2016 was Capital World Investors, an estimated $186M added.
  • The largest Emerson Electric seller in Q2 2016 was Royal London Asset Management, an estimated $449M sold.

Based on aggregated 13F filings for Q2 2016.