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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
TBC
51
Tweedy, Browne Co
Connecticut
$117M -$1.5M -25,803 -1%
UBS Group
52
UBS Group
Switzerland
$115M -$275M -4,740,100 -70%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$112M -$535K -9,198 -0.5%
BlackRock
54
BlackRock
New York
$110M +$305K +5,254 +0.3%
JFL
55
Jarislowsky, Fraser Ltd
Quebec, Canada
$108M -$20.2M -346,776 -15%
RRAM
56
River Road Asset Management
Kentucky
$106M +$37.1M +638,563 +51%
AllianceBernstein
57
AllianceBernstein
Tennessee
$102M +$23.9M +411,863 +30%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$101M +$8.79M +151,243 +9%
T
59
Thomaspartners
Massachusetts
$100M +$11.5M +197,994 +13%
AAMU
60
AEGON Asset Management (UK)
United Kingdom
$96.5M +$66.7M +1,147,430 +205%
TCIM
61
TIAA CREF Investment Management
New York
$93.3M +$1.81M +31,109 +2%
Franklin Resources
62
Franklin Resources
California
$92.7M -$9.24M -159,068 -9%
AAM
63
Aberdeen Asset Management
United Kingdom
$92.6M -$4.12M -70,884 -4%
FI
64
Focused Investors
California
$91.1M +$13.2M +226,700 +16%
Principal Financial Group
65
Principal Financial Group
Iowa
$87.7M +$35.2M +605,442 +64%
MAA
66
Managed Account Advisors
New Jersey
$84M -$93.6M -1,609,806 -52%
GAM
67
Gotham Asset Management
New York
$80.7M +$44.7M +769,570 +117%
VVP
68
Vulcan Value Partners
Alabama
$80.1M +$82.2M +1,414,971 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$79.8M -$1.71M -29,486 -2%
DRZID
70
DePrince Race & Zollo Inc (DRZ)
Florida
$79.2M +$3.2M +55,130 +4%
Dimensional Fund Advisors
71
Dimensional Fund Advisors
Texas
$79.1M +$1.75M +30,167 +2%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$75.5M +$1.98M +34,099 +3%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$73.4M -$1.27M -21,896 -2%
IGIM
74
I.G. Investment Management
Manitoba, Canada
$72.7M +$6.01M +103,490 +9%
BIM
75
BlackRock Investment Management
Delaware
$72.5M -$2M -34,346 -3%

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.