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Emerson Electric

1,262 hedge funds and large institutions have $26.9B invested in Emerson Electric in 2017 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 501 increasing their positions, 489 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $149M | Put options by funds: $120M

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

2% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 489

0.73% more ownership

Funds ownership: 69.26%69.99% (+0.73%)

1% more capital invested

Capital invested by funds: $26.8B → $26.9B (+$158M)

7% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 74

1% less funds holding

Funds holding: 1,2811,262 (-19)

Holders
1,262
Holders Change
-19
Holders Change %
-1.48%
% of All Funds
31.46%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
69
Increased
501
Reduced
489
Closed
74
Calls
$149M
Puts
$120M
Net Calls
+$28.7M
Net Calls Change
-$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
NB
201
Norinchukin Bank
Japan
$11.6M +$102K +1,723 +0.9%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$2.83M +47,676 +33%
LPL Financial
203
LPL Financial
California
$11.5M +$17.2K +290 +0.2%
VFA
204
Virtus Fund Advisers
Connecticut
$11.4M +$1.43M +24,036 +14%
FCI
205
Financial Counselors Inc
Kansas
$11.4M +$262K +4,417 +2%
HAM
206
Highstreet Asset Management
Ontario, Canada
$11.2M +$10.3M +173,937 +1,256%
RFC
207
Regions Financial Corp
Alabama
$11.1M +$156K +2,627 +1%
SAM
208
Strategy Asset Managers
California
$11.1M +$9.72M +163,844 +761%
WT
209
Whittier Trust
California
$11M -$24.1K -407 -0.2%
SAM
210
Scopus Asset Management
New York
$10.9M -$29.9M -505,000 -73%
TPSF
211
Texas Permanent School Fund
Texas
$10.8M -$439K -7,396 -4%
Janney Montgomery Scott
212
Janney Montgomery Scott
Pennsylvania
$10.8M -$491K -8,274 -4%
Robeco Institutional Asset Management
213
Robeco Institutional Asset Management
Netherlands
$10.7M +$3.79M +63,933 +56%
CIM
214
Chiron Investment Management
New York
$10.7M +$10.6M +178,700 New
AIMCA
215
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.6M +$3.21M +54,100 +43%
OSAM
216
O'Shaughnessy Asset Management
Connecticut
$10.5M -$5.82M -98,144 -36%
PR
217
Payden & Rygel
California
$10.4M
WF
218
Welch & Forbes
Massachusetts
$10.4M -$158K -2,667 -2%
BC
219
Bartlett & Co
Ohio
$10.1M +$34.3K +578 +0.3%
CCT
220
Chemung Canal Trust
New York
$10M +$536K +9,032 +6%
WI
221
WBI Investments
New Jersey
$10M +$9.97M +168,205 New
SG
222
Swarthmore Group
Pennsylvania
$10M -$7.43M -125,225 -43%
JAM
223
Jupiter Asset Management
United Kingdom
$9.96M -$101K -1,695 -1%
HA
224
Heartland Advisors
Wisconsin
$9.78M -$178K -2,995 -2%
TGCM
225
Tukman Grossman Capital Management
California
$9.64M -$2.87M -48,400 -23%

EMR Hedge Fund Activity: Q2 2017 in Review

1,262 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2017, worth a combined $26.9B — up 0.59% from $26.8B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of EMR and 69 opened new positions — a net loss of 5 holders — while 489 trimmed existing stakes and 501 added.

The largest buyer was Bank of America, adding an estimated $425M. The largest seller was Ameriprise, cutting an estimated $113M.

  • 1,262 institutional investors held Emerson Electric (EMR) as of Q2 2017, down from 1,281 in Q1 2017.
  • Funds reported $26.9B of Emerson Electric stock for Q2 2017, up 0.59% quarter-over-quarter.
  • 69 funds opened new Emerson Electric positions in Q2 2017 and 74 closed out, a net change of -5 holders.
  • The largest Emerson Electric buyer in Q2 2017 was Bank of America, an estimated $425M added.
  • The largest Emerson Electric seller in Q2 2017 was Ameriprise, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2017.