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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
MHC
276
Meyer Handelman Company
New York
$8.55M
DCLA
277
Douglas C. Lane & Associates
New York
$8.42M -$21.3M -366,881 -71%
WIC
278
Willis Investment Counsel
Georgia
$8.41M +$198K +3,400 +2%
EB
279
Eastern Bank
Massachusetts
$8.34M +$8.11M +139,491 +1,770%
SF
280
Synovus Financial
Georgia
$8.29M +$183K +3,146 +2%
William Blair & Company
281
William Blair & Company
Illinois
$8.27M -$511K -8,795 -6%
GH
282
GAM Holding
Switzerland
$8.12M +$339K +5,827 +4%
GJIC
283
Gamble Jones Investment Counsel
California
$8.08M -$11.6K -199 -0.1%
SCM
284
Sterling Capital Management
North Carolina
$7.98M +$2.75M +47,395 +51%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$7.95M +$8.16M +140,421 New
CFB
286
Cullen/Frost Bankers
Texas
$7.93M -$286K -4,917 -3%
CIC
287
Cornercap Investment Counsel
Georgia
$7.92M +$738K +12,699 +10%
LI
288
LMCG Investments
Massachusetts
$7.9M +$79.7K +1,371 +1%
HCM
289
Hutchinson Capital Management
California
$7.81M +$654K +11,257 +9%
CCM
290
Chilton Capital Management
Texas
$7.77M +$838K +14,425 +12%
SMI
291
Shelter Mutual Insurance
Missouri
$7.75M
AF
292
Ally Financial
Michigan
$7.64M +$4.65M +80,000 +145%
OPERF
293
Oregon Public Employees Retirement Fund
Oregon
$7.61M +$215K +3,700 +3%
CIM
294
Corbyn Investment Management
Maryland
$7.55M +$5.99M +103,035 +340%
11A
295
10-15 Associates
New York
$7.53M +$303K +5,207 +4%
ELC
296
Edgar Lomax Company
Virginia
$7.36M +$314K +5,400 +4%
DWT
297
Dorsey & Whitney Trust
South Dakota
$7.3M +$221K +3,804 +3%
BB
298
Busey Bank
Illinois
$7.28M +$365K +6,274 +5%
ACA
299
Anchor Capital Advisors
Massachusetts
$7.26M +$987K +16,982 +15%
Brown Advisory
300
Brown Advisory
Maryland
$7.24M +$147K +2,525 +2%

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.