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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
ZIM
176
Zacks Investment Management
Illinois
$15.2M +$1.27M +23,661 +9%
AAMU
177
AEGON Asset Management (UK)
United Kingdom
$15.1M -$626K -11,676 -4%
CIBC Private Wealth Group
178
CIBC Private Wealth Group
Georgia
$14.9M +$474K +8,851 +3%
AAM
179
Advisors Asset Management
Colorado
$14.6M -$663K -12,367 -4%
RJFSA
180
Raymond James Financial Services Advisors
Florida
$14.6M +$1.87M +34,871 +15%
FT
181
Fiduciary Trust
Massachusetts
$14.3M -$217K -4,056 -2%
WG
182
Welch Group
Alabama
$14.2M +$369K +6,885 +3%
PFM
183
Parsec Financial Management
North Carolina
$14.1M +$996K +18,590 +8%
UCFA
184
United Capital Financial Advisors
Texas
$13.5M -$15.5K -289 -0.1%
WG
185
Winton Group
United Kingdom
$13.4M +$13.2M +246,278 New
HA
186
Heartland Advisors
Wisconsin
$13.4M +$4.77M +89,069 +57%
Citigroup
187
Citigroup
New York
$13.4M +$4.74M +88,503 +56%
TNB
188
Thomasville National Bank
Georgia
$13M +$2.94M +54,901 +30%
VIP
189
Vantage Investment Partners
Missouri
$12.9M +$708K +13,220 +6%
HCM
190
Horan Capital Management
Maryland
$12.9M +$246K +4,595 +2%
HighTower Advisors
191
HighTower Advisors
Illinois
$12.8M -$381K -7,108 -3%
VDBMI
192
Van Den Berg Management I
Texas
$12.7M -$276K -5,151 -2%
CGH
193
Crossmark Global Holdings
Texas
$12.7M +$10.8M +201,332 New
Flossbach Von Storch
194
Flossbach Von Storch
Germany
$12.6M -$59K -1,100 -0.5%
PL
195
Plancorp LLC
Missouri
$12.6M +$807K +15,054 +7%
WT
196
Whittier Trust
California
$12.5M -$85.1K -1,588 -0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
197
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.4M -$4.68M -87,400 -28%
BF
198
BOK Financial
Oklahoma
$12.4M +$927K +17,301 +8%
CDH
199
Charles D. Hyman
$12.3M -$26.8K -500 -0.2%
Two Sigma Advisers
200
Two Sigma Advisers
New York
$12.3M +$11.8M +220,297 +4,116%

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.