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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
SIM
301
Sprucegrove Investment Management
Ontario, Canada
$7.24M -$628K -10,800 -8%
Zurich Cantonal Bank
302
Zurich Cantonal Bank
Switzerland
$7.24M +$936K +16,097 +14%
ADMI
303
Albert D. Mason Inc
Massachusetts
$7.22M +$1.81M +31,114 +32%
GL
304
GLG LLC
New York
$7.21M -$2.85K -49 -0%
URS
305
Utah Retirement Systems
Utah
$7.1M +$232K +4,000 +3%
Macquarie Group
306
Macquarie Group
Australia
$7.09M +$6.26M +107,707 +615%
M
307
MOTCO
Texas
$7.03M -$272K -4,679 -4%
GC
308
Grace Capital
Massachusetts
$7.01M +$3.16M +54,336 +78%
WT
309
Washington Trust
Rhode Island
$6.93M +$161K +2,764 +2%
DWA
310
Douglass Winthrop Advisors
New York
$6.89M -$1.56M -26,899 -18%
Creative Planning
311
Creative Planning
Kansas
$6.87M -$150K -2,582 -2%
WC
312
Woodstock Corp
Massachusetts
$6.87M -$26.2K -450 -0.4%
SM
313
Stratton Management
Pennsylvania
$6.67M -$84.3K -1,450 -1%
BCM
314
Birmingham Capital Management
Alabama
$6.67M -$12.8K -221 -0.2%
BOIA
315
Bush ODonnell Investment Advisors
Missouri
$6.67M -$731K -12,580 -10%
Natixis Advisors
316
Natixis Advisors
Massachusetts
$6.67M +$283K +4,864 +4%
ZAM
317
Zevin Asset Management
Massachusetts
$6.59M -$111K -1,905 -2%
HTHT
318
Hemenway Trust Hemenway Trust
New Hampshire
$6.53M +$310K +5,335 +5%
JMPWA
319
JP Morgan Private Wealth Advisors
California
$6.51M -$1.05M -18,026 -14%
Lazard Asset Management
320
Lazard Asset Management
New York
$6.46M +$2.37M +40,703 +55%
GSBTD
321
Glenview State Bank Trust Department
Illinois
$6.39M +$32K +550 +0.5%
SWK
322
Stephen W. Kidder
$6.38M +$368K +6,340 +6%
TFF
323
Timothy F. Fidgeon
$6.29M +$352K +6,065 +6%
CIC
324
Crawford Investment Counsel
Georgia
$6.29M +$4.98M +85,735 +338%
SW
325
SVB Wealth
Massachusetts
$6.25M -$134K -2,302 -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.