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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
BAM
1051
Bruderman Asset Management
New York
$279K +$286K +4,927 New
Mariner
1052
Mariner
Kansas
$274K
SPC
1053
Stewart & Patten Company
California
$273K -$9.76K -168 -3%
BOS
1054
Bingham Osborn & Scarborough
California
$272K -$11.6K -200 -4%
PO
1055
Private Ocean
California
$272K
MMPW
1056
Mitchell McLeod Pugh & Williams
Alabama
$271K +$34.8K +598 +14%
CICI
1057
Capital Investment Counsel Inc
North Carolina
$270K +$277K +4,771 New
GIS
1058
Guardian Investor Services
New York
$268K -$3.95K -68 -1%
MCM
1059
MAI Capital Management
Ohio
$268K +$34.9K +600 +15%
CASB
1060
Cape Ann Savings Bank
Massachusetts
$267K -$125K -2,150 -31%
JCM
1061
Janney Capital Management
Pennsylvania
$267K -$79.5K -1,368 -23%
TCM
1062
Texan Capital Management
Texas
$267K +$14.5K +250 +6%
WB
1063
Webster Bank
Connecticut
$266K
EI
1064
EDMP Inc
Florida
$265K +$272K +4,686 New
JWM
1065
Jacobus Wealth Management
Wisconsin
$263K -$11.7K -201 -4%
BHBT
1066
Burke & Herbert Bank & Trust
Virginia
$261K +$29.1K +500 +12%
RMSCM
1067
R.M. Sincerbeaux Capital Management
New York
$260K
TA
1068
TBP Advisors
New York
$260K
CPIG
1069
Chicago Partners Investment Group
Illinois
$258K -$24.8K -427 -9%
CCM
1070
Carlson Capital Management
Minnesota
$257K
FWCM
1071
Ferguson Wellman Capital Management
Oregon
$255K -$27K -465 -9%
MPIA
1072
Mountain Pacific Investment Advisers
Idaho
$255K
ASN
1073
Advisory Services Network
Georgia
$255K +$242K +4,168 +1,233%
SIM
1074
Spark Investment Management
New York
$254K -$1.06M -18,200 -80%
BP
1075
Ballentine Partners
Massachusetts
$254K -$33.8K -581 -11%

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.