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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
FA
926
Fagan Associates
New York
$534K -$138K -2,374 -20%
MIC
927
Meridian Investment Counsel
California
$529K -$523 -9 -0.1%
AA
928
ALPS Advisors
Colorado
$528K +$70.8K +1,218 +15%
CCM
929
Cohen Capital Management
California
$527K
ANB
930
Amarillo National Bank
Texas
$521K +$41.7K +718 +8%
LA
931
Lucus Advisors
New York
$515K +$101K +1,739 +24%
IP
932
Investment Partners
Ohio
$511K -$25.7K -443 -5%
CIC
933
Cutler Investment Counsel
Oregon
$510K -$3.69M -63,541 -88%
Squarepoint
934
Squarepoint
New York
$507K +$224K +3,860 +76%
DHFB
935
Dixon Hubard Feinour & Brown
Virginia
$506K
WA
936
WFG Advisors
Texas
$504K -$324K -5,581 -39%
BT
937
Beacon Trust
New Jersey
$502K -$64.8K -1,115 -11%
HPBT
938
High Point Bank & Trust
North Carolina
$501K +$29.1K +500 +6%
HIC
939
Hartline Investment Corp
Illinois
$496K -$7.15K -123 -1%
PIM
940
Provident Investment Management
Michigan
$493K -$30K -517 -6%
I
941
IberiaBank
Louisiana
$492K +$56.3K +968 +13%
SPC
942
Sigma Planning Corp
Michigan
$490K -$59.8K -1,029 -11%
CFA
943
Carroll Financial Associates
North Carolina
$481K +$187K +3,213 +61%
MYAM
944
Meiji Yasuda Asset Management
Japan
$479K -$137K -2,350 -22%
DDC
945
DF Dent & Co
Maryland
$478K +$33.4K +574 +7%
RCM
946
RNC Capital Management
California
$477K -$5.81K -100 -1%
WRM
947
Westport Resources Management
Connecticut
$476K -$724K -12,466 -60%
HW
948
Hancock Whitney
Mississippi
$475K -$3.2K -55 -0.7%
MCM
949
Mengis Capital Management
Oregon
$475K +$52.5K +904 +12%
MWP
950
MYCIO Wealth Partners
Pennsylvania
$474K +$7.26K +125 +2%

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.