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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
PCA
1001
Peddock Capital Advisors
Massachusetts
$345K
CIC
1002
Carnegie Investment Counsel
Ohio
$345K +$3.66K +63 +1%
KFA
1003
Kays Financial Advisory
Georgia
$345K +$354K +6,096 New
PS
1004
Pensionfund Sabic
Netherlands
$345K +$355K +6,100 New
HH
1005
Hilltop Holdings
Texas
$344K +$96.5K +1,661 +38%
JIC
1006
Joel Isaacson & Co
New York
$343K +$116K +2,000 +49%
FNBTCON
1007
First National Bank & Trust Co of Newtown
Pennsylvania
$341K
JIM
1008
Jupiter Investment Management
United Kingdom
$339K -$1.03M -17,800 -75%
OIM
1009
Orca Investment Management
Oregon
$339K
CS
1010
Cannell & Spears
New York
$337K -$154K -2,650 -31%
PTC
1011
Private Trust Company
Ohio
$337K -$7.26K -125 -2%
IIA
1012
IPG Investment Advisors
California
$337K
LS
1013
Lupo Securities
Illinois
$333K -$599K -10,299 -64%
FB
1014
Fulton Bank
Pennsylvania
$333K -$177K -3,050 -34%
PIM
1015
Parasol Investment Management
Illinois
$333K +$212K +3,650 +164%
RCAG
1016
Rehmann Capital Advisory Group
Michigan
$332K +$46.3K +797 +16%
CPA
1017
Court Place Advisors
Maryland
$331K +$43.6K +750 +15%
BCM
1018
BTC Capital Management
Iowa
$330K -$1.27M -21,849 -79%
SL
1019
Summitry LLC
California
$326K
CCT
1020
Country Club Trust
Missouri
$321K +$11K +190 +3%
PGA
1021
Portland Global Advisors
Maine
$320K
WC
1022
Whitnell & Co
Illinois
$317K -$72.6K -1,250 -18%
TBA
1023
Train Babcock Advisors
New York
$317K
SCM
1024
Shelton Capital Management
Colorado
$313K +$11.6K +200 +4%
TIA
1025
Tiemann Investment Advisors
California
$311K -$8.72K -150 -3%

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.