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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
Westfield Capital Management
1101
Westfield Capital Management
Massachusetts
$226K
LJAC
1102
L.J. Altfest & Co
New York
$226K +$232K +4,000 New
HB
1103
Homrich & Berg
Georgia
$225K -$16.8K -289 -7%
HIC
1104
Harvey Investment Company
Kentucky
$224K
ECM
1105
Estabrook Capital Management
New York
$223K -$314K -5,400 -58%
WI
1106
Wedgewood Investors
Pennsylvania
$223K +$22.5K +387 +11%
FCBT
1107
First Citizens Bank & Trust
North Carolina
$222K +$349 +6 +0.2%
HJGA
1108
Hardman Johnston Global Advisors
Connecticut
$222K +$228K +3,921 New
TAM
1109
Todd Asset Management
Kentucky
$221K +$581 +10 +0.3%
CL
1110
Choreo LLC
Illinois
$221K +$2.09K +36 +0.9%
BRWM
1111
B. Riley Wealth Management
Tennessee
$219K -$31.2K -537 -12%
OC
1112
Oakworth Capital
Alabama
$216K -$132K -2,273 -38%
GIM
1113
Greystone Investment Management
Ohio
$215K
YP
1114
Yellowstone Partners
Idaho
$215K +$221K +3,797 New
FAG
1115
Financial Advisory Group
Texas
$214K
STIA
1116
Stone Toro Investment Advisers
New Jersey
$213K +$219K +3,770 New
Acadian Asset Management
1117
Acadian Asset Management
Massachusetts
$212K +$133K +2,280 +156%
AW
1118
Alpha Windward
Massachusetts
$210K +$6.8K +117 +3%
OPTFSNA
1119
Old Point Trust & Financial Services N A
Virginia
$209K -$38.7K -666 -15%
PFS
1120
Prospera Financial Services
Texas
$209K +$214K +3,689 New
WSTAM
1121
Wilbanks Smith & Thomas Asset Management
Virginia
$207K +$58 +1 +0%
MMG
1122
Monetary Management Group
Missouri
$206K
CPA
1123
Capital Planning Advisors
California
$206K +$4.07K +70 +2%
BCM
1124
Bienville Capital Management
New York
$205K
Kayne Anderson Rudnick Investment Management
1125
Kayne Anderson Rudnick Investment Management
California
$204K -$26.7K -460 -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.