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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
State of Tennessee, Department of Treasury
326
State of Tennessee, Department of Treasury
Tennessee
$6.22M -$436K -7,500 -6%
TCOV
327
Trust Company of Vermont
Vermont
$6.2M +$9.65K +166 +0.2%
TTWM
328
TCV Trust & Wealth Management
Virginia
$6.19M +$77.1K +1,327 +1%
STI
329
Susquehanna Trust & Investment
Pennsylvania
$6.14M +$46K +791 +0.7%
SEI Investments
330
SEI Investments
Pennsylvania
$6.09M +$3.69M +63,426 +143%
BMO
331
Beck Mack & Oliver
New York
$6.06M -$3.13M -53,924 -33%
Voloridge Investment Management
332
Voloridge Investment Management
Florida
$6.04M +$6.2M +106,689 New
Neuberger Berman Group
333
Neuberger Berman Group
New York
$5.96M -$718K -12,353 -11%
CA
334
Cullinan Associates
Kentucky
$5.95M +$6.1M +104,991 New
BCB
335
Brian C. Broderick
$5.93M +$264K +4,535 +5%
Janney Montgomery Scott
336
Janney Montgomery Scott
Pennsylvania
$5.84M +$1.08M +18,511 +22%
ACM
337
Azimuth Capital Management
Michigan
$5.83M +$455K +7,825 +8%
HL
338
HeadInvest LLC
Maine
$5.83M -$79.6K -1,369 -1%
FIB
339
First Interstate Bank
Montana
$5.82M -$417K -7,177 -7%
FBB
340
Fulton Breakefield Broenniman
Maryland
$5.8M +$122K +2,100 +2%
KCM
341
Kanawha Capital Management
Virginia
$5.79M +$46.5K +800 +0.8%
TRSOTSOK
342
Teachers Retirement System of the State of Kentucky
Kentucky
$5.76M -$285K -4,900 -5%
CAM
343
Capstone Asset Management
Texas
$5.73M -$684K -11,775 -10%
CCT
344
Chemung Canal Trust
New York
$5.73M -$1.28M -22,068 -18%
IP
345
Isthmus Partners
Wisconsin
$5.67M +$198K +3,410 +4%
FTIOP
346
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.67M -$436K -7,495 -7%
NONA
347
Ninety One North America
New York
$5.64M
GCAC
348
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.61M +$313K +5,390 +7%
CC
349
Cognios Capital
Kansas
$5.61M +$4.79M +82,343 +491%
CYG
350
Clean Yield Group
Vermont
$5.61M +$1.06M +18,254 +23%

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.