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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
FDCC
1101
Foster Dykema Cabot & Co
Massachusetts
$237K – – –
MCM
1102
MAI Capital Management
Ohio
$235K +$1.78K +27 +0.8%
AT
1103
Acadia Trust
Maine
$234K -$13.2K -200 -5%
SAM
1104
Smithbridge Asset Management
Pennsylvania
$234K – – –
VIM
1105
Veritas Investment Management
United Kingdom
$234K – – –
BCM
1106
Brookstone Capital Management
Illinois
$231K +$227K +3,453 New
FNBOH
1107
First National Bank of Hutchinson
Kansas
$230K – – –
OC
1108
Oakworth Capital
Alabama
$230K +$220K +3,350 +3,350%
SI
1109
SII Investments
Wisconsin
$228K -$26.3K -399 -10%
S
1110
SignatureFD
Georgia
$228K -$3.55K -54 -2%
GBA
1111
Garrison Bradford & Associates
New York
$227K – – –
TNB
1112
Thomasville National Bank
Georgia
$225K +$222K +3,378 New
LCP
1113
Legacy Capital Partners
Wisconsin
$224K -$165K -2,500 -43%
TC
1114
Telemus Capital
Michigan
$223K -$2.83K -43 -1%
GEM
1115
Global Endowment Management
North Carolina
$222K – – –
FMWA
1116
Forvis Mazars Wealth Advisors
Missouri
$221K -$37.3K -567 -15%
CA
1117
Cortland Associates
Missouri
$216K -$80.6K -1,225 -27%
SIM
1118
SSI Investment Management
California
$215K -$362K -5,500 -63%
AFG
1119
Albion Financial Group
Utah
$215K +$212K +3,217 New
WIC
1120
Whitegate Investment Counselors
New Hampshire
$215K +$261K +3,960 New
BFA
1121
Bragg Financial Advisors
North Carolina
$214K – – –
BONST
1122
Bank of Nova Scotia Trust
Ontario, Canada
$213K -$13.2K -200 -6%
FHB
1123
First Hawaiian Bank
Hawaii
$213K – – –
MCM
1124
Marathon Capital Management
Maryland
$213K – – –
KTC
1125
Kistler-Tiffany Companies
Pennsylvania
$213K +$856 +13 +0.4%
43 44
45
46 47

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.