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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
MCA
876
Mercer Capital Advisers
New Jersey
$678K
MAM
877
Mizuho Asset Management
Japan
$675K -$116K -1,996 -14%
P
878
Pitcairn
Pennsylvania
$674K -$13.8K -237 -2%
CNBT
879
Canandaigua National Bank & Trust
New York
$670K -$9.53K -164 -1%
CBN
880
Cadence Bank NA
Texas
$669K +$15.7K +270 +2%
SMC
881
Smith, Moore & Co
Missouri
$667K +$33K +568 +5%
Bank of Nova Scotia
882
Bank of Nova Scotia
Ontario, Canada
$662K -$7.26K -125 -1%
MCM
883
Mork Capital Management
California
$662K
EIM
884
Emerson Investment Management
Massachusetts
$661K
PWAP
885
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$657K -$1.16M -19,935 -63%
OMCS
886
Old Mutual Customised Solutions
South Africa
$657K
TCB
887
Texas Capital Bancshares
Texas
$652K -$233K -4,008 -26%
TCOT
888
Trust Company of Toledo
Ohio
$650K -$24.1K -415 -3%
SWP
889
Stratos Wealth Partners
Ohio
$647K -$66.3K -1,141 -9%
SJIM
890
St. Johns Investment Management
Florida
$647K -$3.25K -56 -0.5%
MBT
891
Montecito Bank & Trust
California
$642K
SAG
892
Sterne Agee Group
Alabama
$631K -$23.2K -400 -3%
DAC
893
Dividend Assets Capital
South Carolina
$622K -$2.73K -47 -0.4%
MA
894
Montag & Associates
Georgia
$618K +$24.3K +418 +4%
CAG
895
Crestwood Advisors Group
Massachusetts
$612K -$202K -3,475 -24%
CCT
896
Capital City Trust
Florida
$611K +$38.1K +655 +6%
NPC
897
National Planning Corporation
California
$605K -$168K -2,890 -22%
MFW
898
Meristem Family Wealth
Minnesota
$604K +$6.33K +109 +1%
TCOO
899
Trust Company of Oklahoma
Oklahoma
$599K
BFC
900
Blue Fin Capital
Rhode Island
$594K +$16.3K +280 +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.