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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
FMBTD
676
First Midwest Bank Trust Division
Illinois
$1.4M +$200K +3,445 +16%
ATC
677
Argent Trust Company
Louisiana
$1.4M -$5.93K -102 -0.4%
ACI
678
Advance Capital I
Michigan
$1.4M -$169K -2,900 -11%
FFBTD
679
First Financial Bank - Trust Division
Ohio
$1.4M -$54.9K -944 -4%
BB
680
Bell Bank
North Dakota
$1.4M +$988K +16,995 +222%
Northwestern Mutual Wealth Management
681
Northwestern Mutual Wealth Management
Wisconsin
$1.39M -$44.9K -772 -3%
BIM
682
Bridges Investment Management
Nebraska
$1.38M -$18.3K -315 -1%
RP
683
Reinhart Partners
Wisconsin
$1.38M +$725K +12,480 +105%
CD
684
Carl Domino
Florida
$1.38M -$242K -4,160 -15%
Jones Financial Companies
685
Jones Financial Companies
Missouri
$1.38M -$8.43K -145 -0.6%
JWBC
686
J.W. Burns & Co
New York
$1.37M -$104K -1,783 -7%
1IA
687
1834 Investment Advisors
Wisconsin
$1.37M +$76.7K +1,320 +6%
CK
688
Cohen Klingenstein
New York
$1.37M
BCFS
689
Butensky & Cohen Financial Security
Florida
$1.37M +$40.1K +690 +3%
1SB
690
1ST Source Bank
Indiana
$1.36M
FWM
691
Frontier Wealth Management
Missouri
$1.36M +$709K +12,202 +103%
AHC
692
Adell Harriman & Carpenter
Texas
$1.36M -$76.7K -1,320 -5%
NAM
693
NTV Asset Management
West Virginia
$1.35M +$40.9K +704 +3%
AB
694
Amalgamated Bank
New York
$1.35M +$325K +5,587 +31%
PTC
695
Philadelphia Trust Company
Pennsylvania
$1.35M +$581K +10,000 +72%
CCFCSB
696
Cape Cod Five Cents Savings Bank
Massachusetts
$1.35M +$177K +3,040 +15%
CIP
697
Convergence Investment Partners
Florida
$1.33M -$2.98M -51,198 -69%
SSWM
698
Smith Salley Wealth Management
North Carolina
$1.33M +$371K +6,377 +37%
SWM
699
Stockman Wealth Management
Montana
$1.33M +$16K +275 +1%
PI
700
Pettee Investors
Connecticut
$1.32M

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.