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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
FAAM
476
First Allied Asset Management
California
$3.15M +$372K +6,400 +13%
EHC
477
Everett Harris & Co
California
$3.14M -$4.54M -78,105 -58%
SRC
478
Stone Run Capital
New York
$3.13M +$2.42M +41,700 +309%
BE
479
Bonness Enterprises
District of Columbia
$3.11M +$87.2K +1,500 +3%
CCM
480
Condor Capital Management
New Jersey
$3.11M +$3.2M +55,000 New
SMDAM
481
Sumitomo Mitsui DS Asset Management
Japan
$3.11M -$265K -4,568 -8%
FBP
482
Flippin Bruce & Porter
Virginia
$3.11M -$34.4K -592 -1%
DT
483
Diversified Trust
Tennessee
$3.1M +$534K +9,195 +20%
IMOV
484
Investment Management of Virginia
Virginia
$3.09M -$51.4K -885 -2%
MHIC
485
Marble Harbor Investment Counsel
Massachusetts
$3.05M -$156K -2,685 -5%
IC
486
InterOcean Capital
Illinois
$3.04M +$1.35M +23,267 +77%
TAM
487
Tocqueville Asset Management
New York
$3.03M -$990K -17,028 -24%
LIC
488
Lodestar Investment Counsel
Illinois
$3.02M +$212K +3,640 +7%
LIM
489
Leavell Investment Management
Alabama
$2.99M +$46.5K +800 +2%
Cambridge Investment Research Advisors
490
Cambridge Investment Research Advisors
Iowa
$2.99M +$298K +5,125 +11%
AC
491
Alley Company
Illinois
$2.99M +$255K +4,388 +9%
SG Americas Securities
492
SG Americas Securities
New York
$2.98M -$16.6M -284,925 -84%
CNB
493
City National Bank
California
$2.94M +$130K +2,237 +4%
SIG
494
Sky Investment Group
Connecticut
$2.92M +$58.7K +1,010 +2%
V
495
Veritable
Delaware
$2.91M -$65.8K -1,132 -2%
ISB
496
Iowa State Bank
Iowa
$2.9M +$174K +2,990 +6%
AT
497
Argent Trust
Texas
$2.9M -$48.5K -835 -2%
GWM
498
Gupta Wealth Management
California
$2.88M +$2.96M +50,944 New
MPAM
499
Murphy Pohlad Asset Management
Minnesota
$2.88M +$95.3K +1,640 +3%
AUB
500
Atlantic Union Bankshares
Virginia
$2.86M +$312K +5,361 +12%

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.