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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
First Manhattan
401
First Manhattan
New York
$4.42M -$320K -5,514 -7%
CMBA
402
C.M. Bidwell & Associates
Hawaii
$4.4M +$4.52M +77,765 New
SGCA
403
Steel Grove Capital Advisors
Tennessee
$4.36M +$4.48M +77,024 New
BHWM
404
Bar Harbor Wealth Management
New Hampshire
$4.36M -$53.9K -928 -1%
TRIM
405
Thompson Rubinstein Investment Management
Oregon
$4.36M +$2.91K +50 +0.1%
LM
406
Lincluden Management
Ontario, Canada
$4.35M +$1.2M +20,620 +37%
SIRP
407
Shelter Insurance Retirement Plan
Missouri
$4.3M
MOACM
408
Mutual of America Capital Management
New York
$4.29M +$30.5K +524 +0.7%
N
409
Nuveen
North Carolina
$4.29M -$15.6M -267,827 -78%
B
410
Barings
North Carolina
$4.28M +$145K +2,500 +3%
PA
411
Pinnacle Associates
New York
$4.26M +$39.3K +676 +0.9%
TCM
412
Twin Capital Management
Pennsylvania
$4.22M +$627K +10,780 +17%
GW
413
GW & Wade
Massachusetts
$4.21M +$4.32M +74,305 New
AIC
414
Argus Investors Counsel
New York
$4.21M +$453K +7,800 +12%
PGFC
415
Peapack-Gladstone Financial Corp
New Jersey
$4.2M -$704K -12,105 -14%
JPMIA
416
J.P. Marvel Investment Advisors
Massachusetts
$4.18M -$11.6K -200 -0.3%
CCM
417
Covington Capital Management
California
$4.18M +$139K +2,397 +3%
CFSG
418
Community Financial Services Group
Vermont
$4.17M +$95K +1,635 +2%
MJP
419
Michael J. Puzo
$4.13M +$65.1K +1,120 +2%
WIC
420
Wilkins Investment Counsel
Massachusetts
$4.12M +$753K +12,960 +22%
SSB
421
Sandy Spring Bank
Maryland
$4.08M -$152K -2,608 -3%
JEW
422
Jamison Eaton & Wood
New Jersey
$4M -$94.2K -1,620 -2%
ERIM
423
Eagle Ridge Investment Management
Connecticut
$3.96M +$16.4K +282 +0.4%
TIM
424
Thompson Investment Management
Wisconsin
$3.94M +$64.8K +1,115 +2%
SBH
425
Segall Bryant & Hamill
Illinois
$3.94M +$103K +1,778 +3%

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.