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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
KIG
951
Kovitz Investment Group
Illinois
$473K +$76K +1,307 +19%
VKH
952
Virtu KCG Holdings
New York
$472K -$1.06M -18,312 -69%
SEC
953
Seven Eight Capital
New York
$470K +$477K +8,200 +8,200%
AP
954
Advisor Partners
California
$465K -$24.6K -424 -5%
BRWA
955
B. Riley Wealth Advisors
Florida
$464K +$73.9K +1,271 +18%
PG
956
Patten Group
Tennessee
$463K -$247K -4,247 -34%
AI
957
Atria Investments
North Carolina
$462K +$123K +2,119 +35%
CNFG
958
Creegan & Nassoura Financial Group
New Hampshire
$459K -$17.4K -300 -4%
PSI
959
Pinnacle Summer Investments
Virginia
$455K +$58 +1 +0%
GIA
960
Granite Investment Advisors
New Hampshire
$453K
CFA
961
CT Financial Advisors
Pennsylvania
$445K -$31.8K -547 -7%
FHA
962
First Horizon Advisors
Tennessee
$445K +$28.8K +495 +7%
SAM
963
SignalPoint Asset Management
Missouri
$431K +$75.5K +1,299 +21%
SFM
964
Signature Financial Management
Virginia
$429K
LC
965
Lourd Capital
California
$429K +$1.4K +24 +0.3%
NBC
966
Neuberger Berman Canada
Ontario, Canada
$426K +$164K +2,828 +60%
CI
967
Capital International
California
$425K -$262K -4,500 -38%
MCM
968
Maple Capital Management
Vermont
$420K +$71.2K +1,225 +20%
LCM
969
Liberty Capital Management
Michigan
$418K +$7.55K +130 +2%
SCM
970
Schnieders Capital Management
California
$416K +$17.4K +300 +4%
CONA
971
Capital One National Association
New York
$415K -$98.3K -1,692 -19%
TYCC
972
Texas Yale Capital Corp
Florida
$412K -$11.4K -196 -3%
BC
973
Blackhill Capital
New Jersey
$408K
KJHP
974
K.J. Harrison & Partners
Ontario, Canada
$408K
Tudor Investment Corp
975
Tudor Investment Corp
Connecticut
$407K -$2.27M -39,097 -84%

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.