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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
AAM
601
Aston Asset Management
Illinois
$1.91M +$572K +9,840 +41%
SCA
602
Sippican Capital Advisors
Massachusetts
$1.89M -$4.88K -84 -0.3%
SOADOR
603
State of Alaska Department of Revenue
Alaska
$1.89M +$19.8K +340 +1%
LAIC
604
Lederer & Associates Investment Counsel
California
$1.89M +$238K +4,095 +14%
CIA
605
Covington Investment Advisors
Pennsylvania
$1.89M -$528K -9,085 -21%
OC
606
Oppenheimer & Co
New York
$1.87M -$113K -1,949 -6%
BG
607
Bollard Group
Massachusetts
$1.87M +$172K +2,951 +10%
MSS
608
Mitchell Sinkler & Starr
Pennsylvania
$1.87M -$1.16K -20 -0.1%
LW
609
Linscomb Wealth
Texas
$1.86M +$96.4K +1,658 +5%
IIM
610
Ipswich Investment Management
Massachusetts
$1.86M -$2.14M -36,780 -53%
SFU
611
Stonehage Fleming (UK)
United Kingdom
$1.85M -$942K -16,200 -33%
FMII
612
Farmers & Merchants Investments Inc
Nebraska
$1.85M +$10.1K +173 +0.5%
Susquehanna International Group
613
Susquehanna International Group
Pennsylvania
$1.83M -$8.59M -147,864 -82%
PHS
614
Pekin Hardy Strauss
Illinois
$1.82M +$17.4K +300 +0.9%
BOH
615
Bank of Hawaii
Hawaii
$1.82M +$442K +7,600 +31%
PWM
616
Perigon Wealth Management
California
$1.81M -$59.3K -1,020 -3%
PFSC
617
Peoples Financial Services Corp
Pennsylvania
$1.79M +$134K +2,300 +8%
SBWM
618
Sunflower Bank Wealth Management
Arizona
$1.79M +$791K +13,613 +76%
RAM
619
Redmond Asset Management
Virginia
$1.77M -$119K -2,053 -6%
OCM
620
Orleans Capital Management
Louisiana
$1.77M -$185K -3,191 -9%
MHIM
621
MacNealy Hoover Investment Management
Ohio
$1.77M +$174 +3 +0%
CA
622
Callahan Advisors
Texas
$1.77M +$532K +9,158 +41%
HT
623
HAP Trading
New York
$1.75M +$270K +4,650 +18%
CCG
624
Cypress Capital Group
Florida
$1.75M -$320K -5,513 -15%
CIM
625
Calvert Investment Management
Maryland
$1.75M +$190K +3,272 +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.