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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
DLCIG
1026
D.L. Carlson Investment Group
New Hampshire
$311K
WHG
1027
Westwood Holdings Group
Texas
$310K -$7.26K -125 -2%
EWM
1028
Endurance Wealth Management
Rhode Island
$309K
JAM
1029
Jolley Asset Management
North Carolina
$307K -$4.65K -80 -1%
CAI
1030
Capital Advisors Inc
Oklahoma
$306K
MCM
1031
Manchester Capital Management
Vermont
$303K -$173K -2,978 -36%
ARMT
1032
Amica Retiree Medical Trust
Rhode Island
$297K
MIP
1033
Marietta Investment Partners
Wisconsin
$297K
MAA
1034
Mraz Amerine & Associates
California
$297K
BCM
1035
Brookstone Capital Management
Illinois
$296K -$2.38K -41 -0.8%
TBNY
1036
Trustco Bank (New York)
New York
$295K
VWM
1037
Vector Wealth Management
Minnesota
$295K +$58 +1 +0%
TC
1038
Taylor Cottrill
New Hampshire
$293K
IB
1039
Intrust Bank
Kansas
$292K -$7.32K -126 -2%
MYLI
1040
Meiji Yasuda Life Insurance
Japan
$291K -$485K -8,348 -62%
CBB
1041
Citizens Business Bank
California
$291K +$7.03K +121 +2%
BC
1042
Banced Corp
Illinois
$289K -$7.67K -132 -3%
Verition Fund Management
1043
Verition Fund Management
Connecticut
$288K +$296K +5,091 New
VNA
1044
VNBTrust National Association
Virginia
$287K -$178K -3,060 -38%
CHJWM
1045
Carlton Hofferkamp & Jenks Wealth Management
Texas
$285K -$8.72K -150 -3%
RCG
1046
Ruane, Cunniff & Goldfarb
New York
$285K -$6.68K -115 -2%
TAM
1047
Trillium Asset Management
Massachusetts
$285K -$5.81K -100 -2%
NSEDCP
1048
NJ State Employees Deferred Compensation Plan
New Jersey
$283K
VFS
1049
VSR Financial Services
Kansas
$281K -$11.6K -200 -4%
SJIC
1050
St. James Investment Company
Texas
$279K +$72.1K +1,240 +34%

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.