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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
BCM
151
Becker Capital Management
Oregon
$20.5M +$286K +5,927 +2%
DADC
152
D.A. Davidson & Co
Montana
$20.4M +$2.74M +56,810 +18%
CSIC
153
Clifford Swan Investment Counsel
California
$20.4M -$577K -11,959 -3%
TU
154
TDAM USA
Ontario, Canada
$20M -$427K -8,855 -2%
NFA
155
Nationwide Fund Advisors
Ohio
$19.7M -$2.83M -58,624 -14%
HFS
156
HL Financial Services
Kentucky
$19.7M +$196K +4,059 +1%
DGHMC
157
Dalton, Greiner, Hartman, Maher & Co
New York
$19.6M +$1.91M +39,665 +12%
MLICM
158
Metropolitan Life Insurance Company (MetLife)
New York
$19.6M -$626K -12,972 -3%
RAM
159
RWC Asset Management
United Kingdom
$19.6M +$1.3M +26,910 +8%
CCP
160
Clarkston Capital Partners
Michigan
$19.3M +$1.26M +26,174 +8%
LPL Financial
161
LPL Financial
California
$19M +$6.89M +142,839 +68%
CAM
162
Capstone Asset Management
Texas
$17.9M +$7.33M +151,911 +86%
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$17.6M +$1.99M +41,180 +15%
HighTower Advisors
164
HighTower Advisors
Illinois
$17.5M +$3.31M +68,717 +27%
AAM
165
Advisors Asset Management
Colorado
$17.5M -$1.59M -33,014 -9%
AG
166
Aperio Group
California
$17.3M +$2.09M +43,398 +16%
WG
167
Welch Group
Alabama
$16.9M +$1.37M +28,329 +10%
ACM
168
Argent Capital Management
Missouri
$16.4M +$10.4M +214,933 +246%
EB
169
Eastern Bank
Massachusetts
$16.3M +$517K +10,719 +4%
JGUA
170
John G. Ullman & Associates
New York
$16.2M -$827K -17,155 -5%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$16.1M -$435K -9,027 -3%
MIS
172
Morningstar Investment Services
Illinois
$16.1M -$1.26M -26,105 -8%
SC
173
Saturna Capital
Washington
$16M -$4.82M -100,000 -26%
Korea Investment Corp
174
Korea Investment Corp
South Korea
$15.9M -$863K -17,900 -6%
NB
175
Norinchukin Bank
Japan
$15.8M +$3.35M +69,521 +31%

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.