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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
BCAM
826
Boston Common Asset Management
Massachusetts
$828K -$3.28M -56,392 -79%
HCM
827
Howland Capital Management
Massachusetts
$828K -$5.81K -100 -0.7%
TL
828
Tirschwell & Loewy
New York
$827K -$9.3K -160 -1%
PAM
829
PartnerRe Asset Management
Connecticut
$822K -$14.8K -255 -2%
CI
830
Constellation Investments
Ohio
$821K +$23.2K +400 +3%
BSW
831
Buckingham Strategic Wealth
Missouri
$813K -$229K -3,940 -22%
ICAS
832
Investors Capital Advisory Services
Massachusetts
$813K -$131K -2,253 -14%
CWM
833
Concert Wealth Management
California
$808K -$160K -2,756 -9%
OWIM
834
Old West Investment Management
California
$799K +$78.9K +1,357 +11%
PWMAG
835
Pinnacle Wealth Management Advisory Group
New Jersey
$782K +$11.8K +203 +1%
JFGIW
836
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$776K -$15.2K -261 -2%
FPFS
837
First Personal Financial Services
North Carolina
$776K -$12.4K -214 -2%
SACTSONJ
838
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$776K
BIC
839
Beach Investment Counsel
Pennsylvania
$775K
RIG
840
Renaissance Investment Group
Massachusetts
$773K -$274K -4,707 -26%
SYBT
841
Stock Yards Bank & Trust
Kentucky
$773K +$6.74K +116 +0.9%
ACP
842
Ashfield Capital Partners
California
$772K +$46.5K +800 +6%
OC
843
Oarsman Capital
Wisconsin
$766K +$12.2K +210 +2%
FNB
844
Farmers National Bank
Kentucky
$757K
NAM
845
Needelman Asset Management
California
$756K -$2.91K -50 -0.4%
OA
846
Outfitter Advisors
Virginia
$754K
EIP
847
Epoch Investment Partners
New York
$754K +$198K +3,408 +34%
ANBTV
848
American National Bank & Trust (Virginia)
Virginia
$752K +$279K +4,801 +57%
CHAM
849
Clear Harbor Asset Management
Connecticut
$745K +$291K +5,000 +61%
NDSI
850
Newman Dignan & Sheerar Inc
Rhode Island
$744K -$20.3K -350 -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.