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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
DCC
551
Dow Chemical Company
Michigan
$2.32M
HBT
552
Hills Bank & Trust
Iowa
$2.3M +$148K +2,538 +7%
IIC
553
Ironwood Investment Counsel
Arizona
$2.29M
WFG
554
Wills Financial Group
Virginia
$2.29M -$102K -1,747 -4%
SWM
555
Segment Wealth Management
Texas
$2.29M +$346K +5,960 +17%
AC
556
Alleghany Corporation
New York
$2.27M -$87.6M -1,506,500 -97%
RJT
557
Raymond James Trust
Florida
$2.23M +$332K +5,706 +17%
PIM
558
Penobscot Investment Management
Massachusetts
$2.21M -$238K -4,090 -9%
EVM
559
Evelyn V. Moreno
$2.21M -$78.5K -1,350 -3%
PMG
560
ProVise Management Group
Florida
$2.21M +$652K +11,225 +40%
CC
561
Cipher Capital
New York
$2.21M +$2.26M +38,946 New
LJHT
562
Laurie J. Hall Trustee
$2.2M
HCM
563
Hengehold Capital Management
Ohio
$2.2M -$142K -2,435 -6%
SCM
564
Stonebridge Capital Management
California
$2.19M +$588K +10,122 +36%
OA
565
OFI Advisors
Pennsylvania
$2.18M +$280K +4,816 +14%
VHAM
566
Van Hulzen Asset Management
California
$2.16M +$271K +4,655 +14%
CCM
567
Catawba Capital Management
Virginia
$2.15M +$83.1K +1,430 +4%
AFA
568
Abacus FCF Advisors
Florida
$2.15M +$2.21M +38,014 New
HCM
569
Hall Capital Management
Rhode Island
$2.15M -$164K -2,825 -7%
MBTD
570
Mechanics Bank - Trust Department
California
$2.15M -$219K -3,760 -9%
SFSIG
571
San Francisco Sentry Investment Group
California
$2.14M
FCH
572
Freestone Capital Holdings
Washington
$2.14M +$2.19M +37,765 New
SIM
573
Sentry Investment Management
Wisconsin
$2.13M -$224K -3,848 -9%
FMT
574
First Mercantile Trust
Tennessee
$2.13M +$11.6K +200 +0.5%
HC
575
Highmount Capital
New York
$2.12M +$76.4K +1,315 +4%

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.