We are live on ! Find out more
EMR icon

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
VW
351
Vantage Wealth
California
$5.59M +$408K +7,025 +8%
MNA
352
Manning & Napier Advisors
New York
$5.58M -$3.89K -67 -0.1%
JC
353
Jacobs & Co
California
$5.57M +$537K +9,241 +10%
TNB
354
Thomasville National Bank
Georgia
$5.5M +$5.29M +91,023 +1,504%
Mitsubishi UFJ Asset Management
355
Mitsubishi UFJ Asset Management
Japan
$5.49M -$386K -6,649 -6%
BF
356
BOK Financial
Oklahoma
$5.45M +$1.55M +26,721 +38%
NIM
357
Northeast Investment Management
Massachusetts
$5.42M -$1.19M -20,438 -18%
CB
358
Chemical Bank
Michigan
$5.38M -$191K -3,295 -3%
SC
359
Scotia Capital
Ontario, Canada
$5.35M +$212K +3,649 +4%
FBNAT
360
FirstMerit Bank N.A. Trustee
Ohio
$5.34M -$86.8K -1,494 -2%
Truist Financial
361
Truist Financial
North Carolina
$5.34M -$442K -7,599 -7%
DILH
362
Dai-ichi Life Holdings
Japan
$5.31M -$1.76M -30,291 -24%
RSVP
363
Ramsay Stattman Vela & Price
Colorado
$5.31M +$52.9K +910 +1%
NIA
364
Northstar Investment Advisors
Colorado
$5.25M +$260K +4,479 +5%
BFS
365
Bradley Foster & Sargent
Connecticut
$5.2M -$69.8K -1,201 -1%
SIPS
366
Shelter Insurance Profit Sharing
Missouri
$5.19M +$2.15M +37,000 +68%
DAM
367
Delta Asset Management
Tennessee
$5.17M +$305K +5,255 +6%
CCC
368
Cincinnati Casualty Company
Ohio
$5.1M
IR
369
IAT Reinsurance
New York
$5.04M
PAM
370
Paradigm Asset Management
New York
$5.03M +$593K +10,200 +13%
MSA
371
Mason Street Advisors
Wisconsin
$5M -$21.6M -371,073 -81%
EWM
372
Evercore Wealth Management
New York
$4.98M -$749K -12,891 -13%
SAM
373
Shell Asset Management
Netherlands
$4.96M -$2.05M -35,202 -29%
Nomura Holdings
374
Nomura Holdings
Japan
$4.95M -$1.75M -30,125 -26%
CA
375
Commerzbank Aktiengesellschaft
Germany
$4.94M -$1.82M -31,375 -26%

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.