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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
VFA
901
Voya Financial Advisors
Connecticut
$592K +$608K +10,454 New
TSWM
902
Triangle Securities Wealth Management
North Carolina
$592K +$608K +10,456 New
WWM
903
Willingdon Wealth Management
North Carolina
$589K -$401K -6,900 -40%
DVM
904
Dreman Value Management
Florida
$588K +$584K +10,054 +3,094%
DGI
905
Disciplined Growth Investors
Minnesota
$586K
AP
906
AHL Partners
United Kingdom
$584K +$378K +6,499 +170%
BAAM
907
Baker Avenue Asset Management
California
$578K +$8.02K +138 +1%
DCM
908
Dynamic Capital Management
Jersey
$577K -$232 -4 -0%
HWA
909
Heritage Wealth Advisors
Virginia
$576K -$47.9K -825 -8%
LNB
910
Ledyard National Bank
$574K -$8.72K -150 -1%
AG
911
Algert Global
California
$572K +$71.5K +1,230 +14%
SIA
912
Sit Investment Associates
Minnesota
$568K -$24.4M -420,395 -98%
SNBOSD
913
Security National Bank of So Dak
Iowa
$560K +$65.4K +1,126 +13%
PAM
914
Premier Asset Management
Illinois
$559K +$2.91K +50 +0.5%
SAM
915
Strategy Asset Managers
California
$555K +$64.5K +1,110 +13%
VCAM
916
Van Cleef Asset Management
Ohio
$554K
CC
917
Capital Counsel
New York
$546K +$40.3K +693 +8%
ATC
918
Adirondack Trust Company
New York
$543K
HIC
919
Holderness Investments Company
North Carolina
$543K
AT
920
AMF Tjänstepension
Sweden
$542K -$4.33M -74,470 -89%
WCBA
921
Weaver C. Barksdale & Associates
Tennessee
$542K
RC
922
RegentAtlantic Capital
New Jersey
$541K -$101K -1,733 -15%
CSS
923
Cubist Systematic Strategies
Connecticut
$540K -$62.9K -1,082 -10%
SNT
924
Security National Trust
West Virginia
$539K +$66K +1,135 +14%
RP
925
Rowlandmiller & Partners
Georgia
$539K +$69K +1,187 +14%

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.