Emerson Electric
EMR
1,224 hedge funds and large institutions have $33.3B invested in Emerson Electric in 2014 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 430 increasing their positions, 546 reducing their positions, and 62 closing their positions.
80% more call options, than puts
Call options by funds: $172M | Put options by funds: $95.8M
26% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 62
0.35% more ownership
Funds ownership: 70.53% → 70.88% (+0.35%)
0% more funds holding
Funds holding: 1,222 → 1,224 (+2)
4% less capital invested
Capital invested by funds: $34.9B → $33.3B (-$1.56B)
21% less repeat investments, than reductions
Existing positions increased: 430 | Existing positions reduced: 546
22% less funds holding in top 10
Funds holding in top 10: 63 → 49 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$117M |
| 2 |
CIP
Cornerstone Investment Partners
Atlanta,
Georgia
|
+$102M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$100M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$97.2M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$74.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$185M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$155M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$148M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$102M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$71M |
EMR Hedge Fund Activity: Q1 2014 in Review
1,224 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2014, worth a combined $33.3B — down 4.5% from $34.9B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new EMR positions and 62 closed out — a net gain of 16 holders — while 430 added to existing stakes and 546 trimmed.
The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $117M. The largest seller was JP Morgan Chase, cutting an estimated $185M.
- 1,224 institutional investors held Emerson Electric (EMR) as of Q1 2014, up from 1,222 in Q4 2013.
- Funds reported $33.3B of Emerson Electric stock for Q1 2014, down 4.5% quarter-over-quarter.
- 78 funds opened new Emerson Electric positions in Q1 2014 and 62 closed out, a net change of +16 holders.
- The largest Emerson Electric buyer in Q1 2014 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $117M added.
- The largest Emerson Electric seller in Q1 2014 was JP Morgan Chase, an estimated $185M sold.
Based on aggregated 13F filings for Q1 2014.