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Emerson Electric
EMR

1,224 hedge funds and large institutions have $33.3B invested in Emerson Electric in 2014 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 430 increasing their positions, 546 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $172M | Put options by funds: $95.8M

26% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 62

0.35% more ownership

Funds ownership: 70.53% → 70.88% (+0.35%)

0% more funds holding

Funds holding: 1,222 → 1,224 (+2)

4% less capital invested

Capital invested by funds: $34.9B → $33.3B (-$1.56B)

21% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 546

22% less funds holding in top 10

Funds holding in top 10: 63 → 49 (-14)

Holders
1,224
Holders Change
+2
Holders Change %
+0.16%
% of All Funds
35.33%
Holding in Top 10
49
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-22.22%
% of All Funds
1.41%
New
78
Increased
430
Reduced
546
Closed
62
Calls
$172M
Puts
$95.8M
Net Calls
+$76.7M
Net Calls Change
+$54.9M

Top Buyers

Rank Fund Capital Flow
1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$117M
2
CIP
Cornerstone Investment Partners
Georgia
+$102M
3
BA
BlackRock Advisors
Delaware
+$100M
4
EVM
Eaton Vance Management
Massachusetts
+$97.2M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$74.4M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$185M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$155M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$148M
4
Capital World Investors
Capital World Investors
California
-$102M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$71M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBTCON
1051
First National Bank & Trust Co of Newtown
Pennsylvania
$307K -$1.65K -25 -0.5%
MC
1052
Middleton & Co
Massachusetts
$307K – – –
WSTAM
1053
Wilbanks Smith & Thomas Asset Management
Virginia
$304K -$9.08K -138 -3%
Mariner
1054
Mariner
Kansas
$300K -$6.58K -100 -2%
CFA
1055
Carroll Financial Associates
North Carolina
$298K +$7.37K +112 +3%
NCMW
1056
Northern Capital Management (Wisconsin)
Wisconsin
$296K +$4.28K +65 +1%
EBSAM
1057
Eubel Brady & Suttman Asset Management
Ohio
$296K +$10.5K +160 +4%
BRWM
1058
B. Riley Wealth Management
Tennessee
$296K +$291K +4,428 New
11A
1059
10-15 Associates
New York
$295K +$66 +1 +0%
MC
1060
Montag & Caldwell
Georgia
$294K – – –
NAMA
1061
Nikko Asset Management Americas
New York
$294K – – –
RT
1062
Reliance Trust
Georgia
$294K +$290K +4,408 New
RBC
1063
Ronald Blue & Co
Georgia
$289K -$32.1K -488 -10%
FHC
1064
First Heartland Consultants
Missouri
$289K +$285K +4,328 New
HIMC
1065
Heritage Investors Management Corp
Maryland
$288K +$11.5K +174 +4%
EWM
1066
Evermay Wealth Management
Virginia
$288K +$283K +4,304 New
BDF
1067
Balasa Dinverno & Foltz
$284K +$35.8K +544 +15%
CCM
1068
Compass Capital Management
Minnesota
$283K – – –
PCM
1069
Perritt Capital Management
Illinois
$281K -$658 -10 -0.2%
HCM
1070
Highbridge Capital Management
New York
$277K +$273K +4,150 New
LCM
1071
LVM Capital Management
Michigan
$268K +$3.42K +52 +1%
MSR
1072
Main Street Research
Connecticut
$268K +$264K +4,007 New
BJL
1073
Brighton Jones LLC
Washington
$267K -$8.62K -131 -3%
TA
1074
TBP Advisors
New York
$267K – – –
Westfield Capital Management
1075
Westfield Capital Management
Massachusetts
$267K – – –
41 42
43
44 45

EMR Hedge Fund Activity: Q1 2014 in Review

1,224 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q1 2014, worth a combined $33.3B — down 4.5% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EMR positions and 62 closed out — a net gain of 16 holders — while 430 added to existing stakes and 546 trimmed.

The largest buyer was Grantham, Mayo, Van Otterloo & Co (GMO), adding an estimated $117M. The largest seller was JP Morgan Chase, cutting an estimated $185M.

  • 1,224 institutional investors held Emerson Electric (EMR) as of Q1 2014, up from 1,222 in Q4 2013.
  • Funds reported $33.3B of Emerson Electric stock for Q1 2014, down 4.5% quarter-over-quarter.
  • 78 funds opened new Emerson Electric positions in Q1 2014 and 62 closed out, a net change of +16 holders.
  • The largest Emerson Electric buyer in Q1 2014 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $117M added.
  • The largest Emerson Electric seller in Q1 2014 was JP Morgan Chase, an estimated $185M sold.

Based on aggregated 13F filings for Q1 2014.