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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
PRC
526
Platte River Capital
Colorado
$2.55M +$604K +10,400 +30%
PP
527
Palladium Partners
Virginia
$2.53M -$133K -2,295 -5%
GCA
528
Gideon Capital Advisors
New York
$2.5M +$2.01M +34,617 +363%
LA
529
Lynch & Associates
Indiana
$2.49M -$67.5K -1,161 -3%
NG
530
NatWest Group
United Kingdom
$2.48M -$62.8K -1,081 -2%
RW
531
Rand Wealth
Maryland
$2.48M
NLI
532
Nippon Life Insurance
Japan
$2.47M +$15.9K +274 +0.6%
DCM
533
Delta Capital Management
New Jersey
$2.47M -$20.9K -360 -0.8%
ANTB
534
AMG National Trust Bank
Colorado
$2.46M +$80.1K +1,379 +3%
TCM
535
Tradition Capital Management
New Jersey
$2.46M -$1.98M -34,063 -44%
WDA
536
Wendell David Associates
New Hampshire
$2.45M
DSC
537
Duncker Streett & Co
Missouri
$2.45M -$29.8K -513 -1%
ABP
538
Arthur B. Page
$2.44M -$93.9K -1,616 -4%
CT
539
Chicago Trust
Illinois
$2.44M +$2.5M +43,093 New
WCF
540
West Coast Financial
California
$2.44M -$24.7K -425 -1%
AWM
541
Altavista Wealth Management
North Carolina
$2.44M +$2.27K +39 +0.1%
BAC
542
Boys Arnold & Co
North Carolina
$2.42M -$1.05K -18 -0%
BOC
543
Barbara Oil Co
Illinois
$2.41M
CPIM
544
Columbia Partners Investment Management
Virginia
$2.4M +$518K +8,920 +27%
WTC
545
WhitTier Trust Company
Nevada
$2.4M +$167K +2,866 +7%
CIA
546
Choate Investment Advisors
Massachusetts
$2.37M -$969K -16,679 -28%
LSV Asset Management
547
LSV Asset Management
Illinois
$2.37M +$2.44M +41,900 New
CGT
548
Capital Guardian Trust
California
$2.36M -$8.25M -141,873 -77%
BFG
549
Beacon Financial Group
Texas
$2.33M +$142K +2,437 +6%
BFIM
550
Beese Fulmer Investment Management
Ohio
$2.33M +$44K +757 +2%

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.