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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
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$203M -$7.95M -136,818 -4%
Nordea Investment Management
27
Nordea Investment Management
Sweden
$195M +$18.1M +311,270 +10%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$195M -$12.7M -219,379 -6%
JIM
29
Jensen Investment Management
Oregon
$193M +$17.4M +299,982 +10%
Boston Partners
30
Boston Partners
Massachusetts
$191M -$5.41M -93,076 -3%
EVM
31
Eaton Vance Management
Massachusetts
$191M -$63.4M -1,091,151 -24%
Norges Bank
32
Norges Bank
Norway
$191M -$1.08M -18,610 -0.5%
Morgan Stanley
33
Morgan Stanley
New York
$186M +$1.78M +30,681 +0.9%
Ameriprise
34
Ameriprise
Minnesota
$182M -$15.8M -271,095 -8%
Two Sigma Investments
35
Two Sigma Investments
New York
$161M +$150M +2,581,023 +954%
Legal & General Group
36
Legal & General Group
United Kingdom
$157M -$1.67M -28,776 -1%
CS
37
Credit Suisse
Switzerland
$156M +$5.31M +91,282 +3%
BG
38
Bahl & Gaynor
Ohio
$154M +$6.49M +111,628 +4%
Charles Schwab
39
Charles Schwab
California
$154M +$5.76M +99,092 +4%
UBS AM
40
UBS AM
Illinois
$148M -$1.84M -31,745 -1%
Ninety One (UK)
41
Ninety One (UK)
United Kingdom
$148M -$5.07M -87,182 -3%
HL
42
Harding Loevner
New Jersey
$148M +$1.52M +26,212 +1%
O
43
OppenheimerFunds
New York
$148M +$393K +6,760 +0.3%
Goldman Sachs
44
Goldman Sachs
New York
$143M -$6.19M -106,523 -4%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$138M
Two Sigma Advisers
46
Two Sigma Advisers
New York
$136M +$121M +2,075,300 +639%
Prudential Financial
47
Prudential Financial
New Jersey
$129M +$20.3M +349,000 +18%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$128M +$62M +1,067,068 +90%
SAM
49
Silvercrest Asset Management
New York
$119M -$5.6M -96,408 -4%
Renaissance Technologies
50
Renaissance Technologies
New York
$119M +$115M +1,983,700 +1,786%

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.