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Emerson Electric

1,212 hedge funds and large institutions have $31.5B invested in Emerson Electric in 2014 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 489 increasing their positions, 468 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $176M | Put options by funds: $120M

4% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 468

0.35% more ownership

Funds ownership: 71.42%71.77% (+0.35%)

2% less funds holding

Funds holding: 1,2411,212 (-29)

5% less capital invested

Capital invested by funds: $33.3B → $31.5B (-$1.81B)

12% less funds holding in top 10

Funds holding in top 10: 4338 (-5)

25% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 69

Holders
1,212
Holders Change
-29
Holders Change %
-2.34%
% of All Funds
35.16%
Holding in Top 10
38
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.63%
% of All Funds
1.1%
New
52
Increased
489
Reduced
468
Closed
69
Calls
$176M
Puts
$120M
Net Calls
+$55.6M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
TBC
51
Tweedy, Browne Co
Connecticut
$132M -$2.84M -43,725 -2%
AAM
52
Aberdeen Asset Management
United Kingdom
$132M +$5.38M +82,821 +4%
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$131M +$21.6M +332,449 +19%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$129M -$723K -11,134 -0.5%
BIM
55
BlackRock Investment Management
Delaware
$123M -$37.7M -580,624 -23%
BlackRock
56
BlackRock
New York
$118M -$10.7M -165,205 -8%
Franklin Resources
57
Franklin Resources
California
$117M -$66.2M -1,019,304 -35%
SP
58
Sarasin & Partners
United Kingdom
$115M +$14.2M +219,030 +13%
TCIM
59
TIAA CREF Investment Management
New York
$111M -$37M -569,866 -24%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$104M +$131K +2,023 +0.1%
BAM
61
Burgundy Asset Management
Ontario, Canada
$99M +$4.47M +68,876 +5%
AC
62
Alleghany Corporation
New York
$96.8M +$422K +6,500 +0.4%
CI
63
Cambiar Investors
Colorado
$94.8M +$15.2M +234,193 +18%
Capital World Investors
64
Capital World Investors
California
$93.9M -$58M -892,727 -37%
EIP
65
Epoch Investment Partners
New York
$93.4M +$4.34M +66,830 +5%
JWBC
66
John W. Bristol & Co
New York
$92.8M -$3.89M -59,857 -4%
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$92M +$27.6M +424,700 +41%
T
68
Thomaspartners
Massachusetts
$89.9M +$6.63M +102,031 +8%
Nordea Investment Management
69
Nordea Investment Management
Sweden
$88.1M +$86.4M +1,331,070 +1,738%
AllianceBernstein
70
AllianceBernstein
Tennessee
$87.9M -$328K -5,051 -0.4%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$83.7M +$3.72M +57,248 +4%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$82.6M -$1.11M -17,043 -1%
DRZID
73
DePrince Race & Zollo Inc (DRZ)
Florida
$82.2M +$34.5M +531,650 +68%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$81.8M +$4.97M +76,570 +6%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$81.7M -$378K -5,825 -0.4%

EMR Hedge Fund Activity: Q3 2014 in Review

1,212 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2014, worth a combined $31.5B — down 5.4% from $33.3B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of EMR and 52 opened new positions — a net loss of 17 holders — while 468 trimmed existing stakes and 489 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $209M. The largest seller was Norges Bank, cutting an estimated $229M.

  • 1,212 institutional investors held Emerson Electric (EMR) as of Q3 2014, down from 1,241 in Q2 2014.
  • Funds reported $31.5B of Emerson Electric stock for Q3 2014, down 5.4% quarter-over-quarter.
  • 52 funds opened new Emerson Electric positions in Q3 2014 and 69 closed out, a net change of -17 holders.
  • The largest Emerson Electric buyer in Q3 2014 was Boston Partners, an estimated $209M added.
  • The largest Emerson Electric seller in Q3 2014 was Norges Bank, an estimated $229M sold.

Based on aggregated 13F filings for Q3 2014.