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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
AAM
976
AR Asset Management
California
$404K
CC
977
Cornerstone Capital
California
$403K
PC
978
Passport Capital
California
$402K +$412K +7,093 New
1832 Asset Management
979
1832 Asset Management
Ontario, Canada
$398K +$18K +310 +5%
AAC
980
Asset Advisors Corp
Georgia
$396K
KA
981
KLCM Advisors
Wisconsin
$396K +$116K +2,000 +40%
CCA
982
Checchi Capital Advisers
California
$394K +$65.3K +1,124 +19%
SIA
983
Starfire Investment Advisers
Michigan
$387K +$398K +6,842 New
RMAM
984
Raab & Moskowitz Asset Management
New Jersey
$384K -$116K -1,990 -23%
ZIC
985
ZWJ Investment Counsel
Georgia
$382K +$11.6K +200 +3%
Fisher Asset Management
986
Fisher Asset Management
Washington
$381K +$4.47K +77 +1%
SFSG
987
Stearns Financial Services Group
North Carolina
$377K +$39.5K +680 +11%
MFBTD
988
MB Financial Bank - Trust Department
Illinois
$369K -$21.2K -364 -5%
CA
989
Cetera Advisors
Colorado
$368K -$36.8K -634 -9%
FHC
990
First Heartland Consultants
Missouri
$367K -$101K -1,744 -21%
CCMD
991
Cypress Capital Management (Delaware)
Delaware
$365K
PFC
992
Phocas Financial Corp
California
$362K
RWA
993
River Wealth Advisors
Pennsylvania
$362K +$372K +6,399 New
BFA
994
Beaumont Financial Advisors
Massachusetts
$360K -$7.96K -137 -2%
GCM
995
Grisanti Capital Management
New York
$353K
WTB
996
Washington Trust Bank
Washington
$349K
PTB
997
Pioneer Trust Bank
Oregon
$349K +$24.7K +425 +7%
WCM Investment Management
998
WCM Investment Management
California
$347K -$21.2K -365 -6%
BCM
999
Buckhead Capital Management
Georgia
$346K
HCM
1000
HM Capital Management
Missouri
$346K +$116 +2 +0%

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.