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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
SI
851
Stephens Inc
Arkansas
$740K +$178K +3,059 +31%
AIP
852
Ameritas Investment Partners
Nebraska
$737K -$1.45M -24,907 -66%
CCM
853
Compton Capital Management
Rhode Island
$737K -$14.5K -250 -2%
BCA
854
Benchmark Capital Advisors
New York
$733K +$753K +12,950 New
SIG
855
Schooner Investment Group
Pennsylvania
$727K -$116K -2,000 -13%
CT
856
Cambridge Trust
Massachusetts
$726K +$70.1K +1,206 +10%
WIS
857
Wright Investors Service
Connecticut
$724K -$76.5K -1,317 -9%
BOK
858
Bank of Kentucky
Kentucky
$721K -$6.19M -106,560 -89%
SAM
859
Security Asset Management
New York
$717K -$105K -1,800 -12%
UFG
860
United Fire Group
Iowa
$713K
RJFSA
861
Raymond James Financial Services Advisors
Florida
$712K -$26.1K -449 -3%
HHAA
862
Henry H. Armstrong Associates
Pennsylvania
$711K -$34.9K -600 -5%
SRSA
863
S.R. Schill & Associates
Washington
$711K +$298K +5,134 +69%
CC
864
Curian Capital
Colorado
$707K +$114K +1,962 +19%
AP
865
Atwood & Palmer
Missouri
$702K
AI
866
Accredited Investors
Minnesota
$701K +$23.2K +400 +3%
FFA
867
First Foundation Advisors
California
$701K +$394K +6,777 +121%
DPIM
868
Duff & Phelps Investment Management
Illinois
$698K -$45.3K -780 -6%
GC
869
Garde Capital
Washington
$696K
PP
870
Paloma Partners
Connecticut
$692K -$727K -12,502 -51%
MGIA
871
Moneta Group Investment Advisors
Missouri
$692K +$17.3K +297 +2%
ICOA
872
Investment Centers of America
North Dakota
$692K +$74.2K +1,277 +12%
AF
873
Arrow Financial
New York
$688K -$63.3K -1,090 -8%
GIA
874
GHP Investment Advisors
Colorado
$685K +$697 +12 +0.1%
WPC
875
White Pine Capital
Minnesota
$683K +$5.81K +100 +0.8%

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.