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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
SMM
426
Stadion Money Management
Georgia
$3.93M +$811K +13,956 +25%
SFP
427
Santa Fe Partners
New Mexico
$3.93M +$2.87M +49,399 +247%
RB
428
Rodgers Brothers
Pennsylvania
$3.93M +$416K +7,160 +12%
Calamos Advisors
429
Calamos Advisors
Illinois
$3.92M +$251K +4,318 +7%
GCA
430
Greenwood Capital Associates
South Carolina
$3.9M -$44.1K -758 -1%
CBOA
431
Commonwealth Bank of Australia
Australia
$3.9M +$174K +3,000 +5%
OWD
432
Osborn Williams & Donohoe
Ohio
$3.88M +$1.7M +29,303 +75%
OIM
433
Opus Investment Management
Massachusetts
$3.88M +$436K +7,500 +12%
Allianz Asset Management
434
Allianz Asset Management
Germany
$3.87M -$858K -14,761 -18%
PLFAM
435
Pineno Levin & Ford Asset Management
Virginia
$3.81M +$539K +9,280 +16%
DC
436
Deere & Company
Illinois
$3.8M +$154K +2,644 +4%
VV
437
Verity & Verity
South Carolina
$3.79M +$411K +7,078 +12%
CCP
438
Clarkston Capital Partners
Michigan
$3.78M +$415K +7,140 +12%
BBHC
439
Brown Brothers Harriman & Co
New York
$3.77M -$888K -15,277 -19%
DY
440
Dowling & Yahnke
California
$3.73M -$154K -2,656 -4%
BPBT
441
Boston Private Bank & Trust
Massachusetts
$3.71M -$223K -3,842 -6%
Asset Management One
442
Asset Management One
Japan
$3.7M -$304K -5,230 -7%
WJA
443
Williams Jones & Associates
New York
$3.69M -$1.13M -19,440 -23%
LS
444
Livforsakringsbolaget Skandia
Sweden
$3.69M -$87.2K -1,500 -2%
SC
445
Saybrook Capital
North Carolina
$3.66M -$110K -1,900 -3%
SAM
446
Securian Asset Management
Minnesota
$3.62M +$59.1K +1,017 +2%
ABC
447
Associated Banc-Corp
Wisconsin
$3.6M -$16.6K -285 -0.4%
PAM
448
Peak Asset Management
Colorado
$3.6M +$310K +5,341 +9%
BA
449
Bridgewater Associates
Connecticut
$3.6M +$891K +15,330 +32%
AA
450
Apriem Advisors
California
$3.59M +$162K +2,792 +5%

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.