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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
WG
76
Winton Group
United Kingdom
$71.9M +$46M +790,681 +165%
MAMU
77
Marathon Asset Management (UK)
United Kingdom
$71.7M +$26.6M +457,991 +57%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$70.9M -$2.27M -39,036 -3%
SP
79
Sarasin & Partners
United Kingdom
$70.6M -$30.7M -528,721 -30%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$69.2M -$4.02M -69,182 -5%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$65.4M -$8.14M -140,083 -11%
PPA
82
Parametric Portfolio Associates
Washington
$61.6M -$4.28M -73,650 -6%
Swiss National Bank
83
Swiss National Bank
Switzerland
$59.8M +$23.7M +408,400 +63%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$59.5M +$61M +1,050,291 New
USAA
85
United Services Automobile Association
Texas
$59.4M +$957K +16,467 +2%
APG Asset Management
86
APG Asset Management
Netherlands
$57.2M -$9.36M -161,056 -14%
Stifel Financial
87
Stifel Financial
Missouri
$55.5M +$5.6M +96,276 +11%
JIC
88
Johnson Investment Counsel
Ohio
$55.4M -$546K -9,403 -1%
MTB
89
Mizuho Trust & Banking
Japan
$54.9M +$2.15M +37,006 +4%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$53.5M -$5.48M -94,315 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
91
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$51.1M +$32.9M +565,800 +168%
Luther King Capital Management (LKCM)
92
Luther King Capital Management (LKCM)
Texas
$49.5M -$1.2M -20,640 -2%
CI
93
Cincinnati Insurance
Ohio
$49M
SOMRS
94
State of Michigan Retirement System
Michigan
$48.4M +$2.71M +46,700 +6%
GC
95
Guggenheim Capital
Illinois
$47.9M +$2.69M +46,371 +6%
TD Asset Management
96
TD Asset Management
Ontario, Canada
$47.7M -$2.11M -36,322 -4%
KeyBank National Association
97
KeyBank National Association
Ohio
$46.7M -$773K -13,304 -2%
CIM
98
Confluence Investment Management
Missouri
$46.2M +$4.51M +77,591 +11%
GT
99
Glenmede Trust
Pennsylvania
$45.9M -$2.31M -39,796 -5%
VanEck Associates
100
VanEck Associates
New York
$45.8M +$2.56M +43,965 +6%

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.