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Emerson Electric

1,242 hedge funds and large institutions have $27.9B invested in Emerson Electric in 2015 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 519 increasing their positions, 477 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $238M | Put options by funds: $207M

9% more repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 477

0.24% more ownership

Funds ownership: 71.64%71.87% (+0.24%)

2% less funds holding

Funds holding: 1,2711,242 (-29)

9% less capital invested

Capital invested by funds: $30.6B → $27.9B (-$2.7B)

15% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 89

33% less funds holding in top 10

Funds holding in top 10: 3624 (-12)

Holders
1,242
Holders Change
-29
Holders Change %
-2.28%
% of All Funds
33.09%
Holding in Top 10
24
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-33.33%
% of All Funds
0.64%
New
76
Increased
519
Reduced
477
Closed
89
Calls
$238M
Puts
$207M
Net Calls
+$31.3M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
226
Janus Henderson Investors US
Colorado
$13M -$11.3M -193,900 -46%
CCM
227
Cadence Capital Management
Massachusetts
$12.9M +$423K +7,281 +3%
Nisa Investment Advisors
228
Nisa Investment Advisors
Missouri
$12.9M -$11.6K -200 -0.1%
Nomura Asset Management
229
Nomura Asset Management
Japan
$12.8M +$776K +13,350 +6%
CC
230
Cannell & Co
New York
$12.7M -$2.86M -49,250 -18%
MA
231
MUFG Americas
New York
$12.6M -$452K -7,779 -3%
ARTA
232
A.R.T. Advisors
New York
$12.6M +$10.5M +180,114 +431%
PL
233
Plancorp LLC
Missouri
$12M
AG
234
Aperio Group
California
$11.9M -$1.13M -19,408 -8%
BFM
235
Boston Financial Management
Massachusetts
$11.9M -$575K -9,886 -5%
KCM
236
Kornitzer Capital Management
Kansas
$11.7M +$257K +4,420 +2%
BNP Paribas Financial Markets
237
BNP Paribas Financial Markets
France
$11.7M -$46.6M -802,174 -80%
KFS
238
Kurt F. Somerville
$11.6M +$1.3M +22,433 +12%
NPF
239
Norris Perne & French
Michigan
$11.4M +$784K +13,493 +7%
CRC
240
Curi RMB Capital
Illinois
$11.4M +$1.57M +27,079 +16%
GIBU
241
Gulf International Bank (UK)
United Kingdom
$11.3M
TG
242
TCW Group
California
$11.3M +$288K +4,950 +3%
GD
243
Grandfield & Dodd
New York
$11.2M +$501K +8,625 +5%
NB
244
Norinchukin Bank
Japan
$11.2M -$90.2K -1,552 -0.8%
DIA
245
Denver Investment Advisors
Colorado
$11M +$482K +8,288 +4%
NMIMC
246
Northwestern Mutual Investment Management Company
Wisconsin
$11M +$11.3M +193,730 New
CCC
247
Chelsea Counsel Company
California
$10.8M -$1.27M -21,793 -10%
CCMH
248
Cornerstone Capital Management Holdings
New York
$10.7M -$49.2K -846 -0.4%
VFAM
249
Valley Forge Asset Management
Pennsylvania
$10.6M -$388K -6,670 -3%
PFM
250
Parsec Financial Management
North Carolina
$10.3M -$156K -2,690 -1%

EMR Hedge Fund Activity: Q1 2015 in Review

1,242 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2015, worth a combined $27.9B — down 8.8% from $30.6B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of EMR and 76 opened new positions — a net loss of 13 holders — while 477 trimmed existing stakes and 519 added.

The largest buyer was Longview Partners, opening a new position worth an estimated $696M. The largest seller was JP Morgan Chase, cutting an estimated $542M.

  • 1,242 institutional investors held Emerson Electric (EMR) as of Q1 2015, down from 1,271 in Q4 2014.
  • Funds reported $27.9B of Emerson Electric stock for Q1 2015, down 8.8% quarter-over-quarter.
  • 76 funds opened new Emerson Electric positions in Q1 2015 and 89 closed out, a net change of -13 holders.
  • The largest Emerson Electric buyer in Q1 2015 was Longview Partners, an estimated $696M added.
  • The largest Emerson Electric seller in Q1 2015 was JP Morgan Chase, an estimated $542M sold.

Based on aggregated 13F filings for Q1 2015.