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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
WCM
1076
Wealthcare Capital Management
Virginia
$254K +$255K +4,390 +4,390%
EBSAM
1077
Eubel Brady & Suttman Asset Management
Ohio
$253K -$9.59K -165 -4%
BOS
1078
Bank of Stockton
California
$250K
FTC
1079
Farmers Trust Company
Ohio
$250K +$257K +4,416 +147,200%
LCM
1080
Logan Capital Management
Pennsylvania
$250K +$257K +4,419 New
MC
1081
Montag & Caldwell
Georgia
$249K
USGIU
1082
U.S. Global Investors (USGI)
Texas
$249K
HI
1083
Hudock Inc
Pennsylvania
$248K +$291 +5 +0.1%
HIMC
1084
Heritage Investors Management Corp
Maryland
$248K +$29.1K +500 +13%
MC
1085
Middleton & Co
Massachusetts
$246K
FBA
1086
Front Barnett Associates
Illinois
$245K -$8.72K -150 -3%
FPCG
1087
Fort Pitt Capital Group
Pennsylvania
$244K +$2.96K +51 +1%
MFS
1088
MSI Financial Services
Massachusetts
$242K +$149K +2,571 +151%
NL
1089
NWAM LLC
Washington
$241K
TNBTD
1090
Trustmark National Bank Trust Department
Mississippi
$240K -$27.3K -470 -10%
CCM
1091
Compass Capital Management
Minnesota
$240K
SBWIC
1092
Schaper Benz & Wise Investment Counsel
Wisconsin
$239K +$6.97K +120 +3%
MHS
1093
M Holdings Securities
Oregon
$238K +$23.3K +401 +11%
AIM
1094
Allen Investment Management
New York
$233K -$1.56M -26,913 -87%
BO
1095
Bank OZK
Arkansas
$232K
IOOF
1096
Independent Order of Foresters
Ontario, Canada
$228K +$63.9K +1,100 +38%
FA
1097
FDx Advisors
Illinois
$226K -$640K -11,016 -73%
BSA
1098
Braun Stacey Associates
New York
$226K -$58.1K -1,000 -20%
BJL
1099
Brighton Jones LLC
Washington
$226K -$12.1K -209 -5%
ABTD
1100
Arvest Bank Trust Division
Oklahoma
$226K

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.