Emerson Electric
1,272 hedge funds and large institutions have $30.6B invested in Emerson Electric in 2014 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 446 increasing their positions, 493 reducing their positions, and 50 closing their positions.
142% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 50
31% more call options, than puts
Call options by funds: $232M | Put options by funds: $178M
5% more funds holding
Funds holding: 1,213 → 1,272 (+59)
0.13% less ownership
Funds ownership: 71.77% → 71.64% (-0.13%)
3% less capital invested
Capital invested by funds: $31.5B → $30.6B (-$949M)
10% less repeat investments, than reductions
Existing positions increased: 446 | Existing positions reduced: 493
5% less funds holding in top 10
Funds holding in top 10: 38 → 36 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$108M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$98.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$89.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$88.7M |
| 5 |
FI
Focused Investors
Los Angeles,
California
|
+$86.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$305M |
| 2 |
MAM
Marketfield Asset Management
New York
|
-$168M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$158M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$127M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$93.9M |
EMR Hedge Fund Activity: Q4 2014 in Review
1,272 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2014, worth a combined $30.6B — down 3% from $31.5B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new EMR positions and 50 closed out — a net gain of 71 holders — while 446 added to existing stakes and 493 trimmed.
The largest buyer was Nordea Investment Management, adding an estimated $108M. The largest seller was Bank of America, cutting an estimated $305M.
- 1,272 institutional investors held Emerson Electric (EMR) as of Q4 2014, up from 1,213 in Q3 2014.
- Funds reported $30.6B of Emerson Electric stock for Q4 2014, down 3% quarter-over-quarter.
- 121 funds opened new Emerson Electric positions in Q4 2014 and 50 closed out, a net change of +71 holders.
- The largest Emerson Electric buyer in Q4 2014 was Nordea Investment Management, an estimated $108M added.
- The largest Emerson Electric seller in Q4 2014 was Bank of America, an estimated $305M sold.
Based on aggregated 13F filings for Q4 2014.