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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
VIP
801
Vantage Investment Partners
Missouri
$909K -$2.21M -38,032 -70%
EFS
802
Essex Financial Services
Connecticut
$908K -$246K -4,237 -21%
QI
803
QS Investors
New York
$906K -$918K -15,800 -50%
Daiwa Securities Group
804
Daiwa Securities Group
Japan
$906K -$105K -1,800 -10%
JMFC
805
J.M. Forbes & Co
Massachusetts
$905K -$17.1K -295 -2%
ACM
806
Argentus Capital Management
Texas
$895K -$21.4K -369 -2%
FNFDCM
807
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$892K
OMC
808
Overbrook Management Corp
New York
$892K +$67.4K +1,160 +8%
FSC
809
Fiduciary Services Corp
Georgia
$887K -$6.8K -117 -0.7%
ST
810
Semper Trust
Pennsylvania
$883K -$66.8K -1,150 -7%
RWA
811
Ropes Wealth Advisors
Massachusetts
$878K +$901K +15,505 New
CBU
812
CIBC Bank USA
Illinois
$876K -$76.4K -1,315 -8%
CS
813
Credential Securities
$876K +$61.8K +1,063 +7%
BAS
814
Brown Advisory Securities
Maryland
$871K +$23.3K +401 +3%
EOJOAM
815
E. Ohman J:or Asset Management
Sweden
$866K
CTI
816
Community Trust & Investment
Kentucky
$861K
WEC
817
Winslow Evans & Crocker
Massachusetts
$860K +$89.2K +1,534 +11%
EGA
818
Eagle Global Advisors
Texas
$859K -$97.1K -1,671 -10%
WS
819
Wedbush Securities
California
$854K +$170K +2,932 +24%
RIA
820
Regal Investment Advisors
Michigan
$845K +$167K +2,866 +24%
OFS
821
Orrstown Financial Services
Pennsylvania
$844K -$16.2K -279 -2%
CC
822
ClearArc Capital
Ohio
$842K +$4.36K +75 +0.5%
BW
823
Bison Wealth
Georgia
$839K +$52.2K +898 +6%
FM
824
Forward Management
California
$830K +$9.65K +166 +1%
GT
825
Greenleaf Trust
Michigan
$830K +$45.3K +780 +6%

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.