Emerson Electric
EMR
1,222 hedge funds and large institutions have $34.9B invested in Emerson Electric in 2013 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 383 increasing their positions, 528 reducing their positions, and 42 closing their positions.
221% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 42
12% more call options, than puts
Call options by funds: $199M | Put options by funds: $177M
7% more funds holding
Funds holding: 1,141 → 1,222 (+81)
7% more funds holding in top 10
Funds holding in top 10: 59 → 63 (+4)
0.33% more ownership
Funds ownership: 70.2% → 70.53% (+0.33%)
12% less capital invested
Capital invested by funds: $39.7B → $34.9B (-$4.8B)
27% less repeat investments, than reductions
Existing positions increased: 383 | Existing positions reduced: 528
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$157M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$89.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$76.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$65.4M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$54.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$80.1M |
| 2 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$72.1M |
| 3 |
JP Morgan Chase
New York
|
-$64.8M |
| 4 |
BG
BlackRock Group
London,
United Kingdom
|
-$58.4M |
| 5 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
-$56.7M |
EMR Hedge Fund Activity: Q4 2013 in Review
1,222 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2013, worth a combined $34.9B — down 12% from $39.7B a quarter earlier.
Buyers outnumbered sellers: 135 funds opened new EMR positions and 42 closed out — a net gain of 93 holders — while 383 added to existing stakes and 528 trimmed.
The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $157M. The largest seller was Capital Research Global Investors, cutting an estimated $80.1M.
- 1,222 institutional investors held Emerson Electric (EMR) as of Q4 2013, up from 1,141 in Q3 2013.
- Funds reported $34.9B of Emerson Electric stock for Q4 2013, down 12% quarter-over-quarter.
- 135 funds opened new Emerson Electric positions in Q4 2013 and 42 closed out, a net change of +93 holders.
- The largest Emerson Electric buyer in Q4 2013 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $157M added.
- The largest Emerson Electric seller in Q4 2013 was Capital Research Global Investors, an estimated $80.1M sold.
Based on aggregated 13F filings for Q4 2013.