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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
CCM
201
Check Capital Management
California
$12.7M -$641K -13,300 -5%
PFM
202
Parsec Financial Management
North Carolina
$12.6M +$567K +11,758 +5%
HCM
203
Horan Capital Management
Maryland
$12.6M +$444K +9,202 +4%
CDH
204
Charles D. Hyman
$12.2M -$224K -4,640 -2%
RFC
205
Regions Financial Corp
Alabama
$12.2M +$236K +4,896 +2%
TPSF
206
Texas Permanent School Fund
Texas
$12.1M -$421K -8,720 -4%
JIM
207
Jupiter Investment Management
United Kingdom
$12.1M +$1.93M +40,073 +22%
BNP Paribas Asset Management
208
BNP Paribas Asset Management
France
$11.9M -$96.7K -2,005 -0.9%
SIM
209
Sprucegrove Investment Management
Ontario, Canada
$11.7M -$3.67M -76,104 -26%
Citigroup
210
Citigroup
New York
$11.7M -$3.01M -62,440 -22%
SAM
211
Scopus Asset Management
New York
$11.7M +$10.4M +215,000 New
NIPH
212
NN Investment Partners Holdings
Netherlands
$11.6M +$10.3M +213,299 New
WA
213
Wasatch Advisors
Utah
$11.6M -$1.78M -37,001 -15%
GD
214
Grandfield & Dodd
New York
$11.4M +$115K +2,380 +1%
PI
215
PineBridge Investments
New York
$11.3M -$3.23M -66,887 -24%
JMPWA
216
JP Morgan Private Wealth Advisors
California
$11.2M +$3.85M +79,881 +63%
WG
217
Winton Group
United Kingdom
$11.1M -$66.2M -1,372,356 -87%
RJFSA
218
Raymond James Financial Services Advisors
Florida
$11M +$598K +12,406 +7%
BF
219
BOK Financial
Oklahoma
$11M +$3.54M +73,398 +57%
HCM
220
Hutchinson Capital Management
California
$10.8M +$1.36M +28,250 +17%
EA
221
Euclid Advisors
Connecticut
$10.7M +$9.5M +197,060 New
DIA
222
Denver Investment Advisors
Colorado
$10.6M +$97.8K +2,027 +1%
Allianz Asset Management
223
Allianz Asset Management
Germany
$10.6M -$1.08M -22,356 -10%
GIBU
224
Gulf International Bank (UK)
United Kingdom
$10.5M
FGP
225
Foyston, Gordon, & Payne
Ontario, Canada
$10.3M +$314K +6,508 +4%

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.