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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
FMLI
1126
Fukoku Mutual Life Insurance
Japan
$204K -$11.6K -200 -5%
RCWMU
1127
Rothschild & Co Wealth Management (UK)
United Kingdom
$204K +$209K +3,600 New
BPB
1128
Badgley, Phelps & Bell
Washington
$203K
PCM
1129
Perritt Capital Management
Illinois
$202K
TC
1130
Trust Company
Kansas
$202K +$207K +3,560 New
GWCM
1131
Godshalk Welsh Capital Management
Pennsylvania
$201K -$17.4K -300 -8%
FDCC
1132
Foster Dykema Cabot & Co
Massachusetts
$201K
HCMNY
1133
Howard Capital Management (New York)
New York
$201K
RPA
1134
Rock Point Advisors
Vermont
$200K -$149K -2,558 -42%
TFO
1135
Tarbox Family Office
California
$200K -$1.69K -29 -0.8%
HAIM
1136
Hunter Associates Investment Management
Pennsylvania
$200K
KTC
1137
Kistler-Tiffany Companies
Pennsylvania
$198K +$15.2K +261 +8%
IWMPD
1138
Integrated Wealth Management (Palm Desert)
California
$194K +$199K +3,431 New
PMFA
1139
Plante Moran Financial Advisors
Michigan
$182K
OIA
1140
Optimum Investment Advisors
Illinois
$175K -$18.2K -314 -9%
KPCM
1141
Kings Point Capital Management
New York
$174K
GLI
1142
Guardian Life Insurance
New York
$170K -$55.6K -957 -24%
NSIM
1143
North Star Investment Management
Illinois
$170K
SC
1144
SRB Corp
Massachusetts
$163K +$36.3K +625 +28%
FFC
1145
First Financial Corp
Indiana
$160K +$2.5K +43 +2%
CLOS
1146
Compagnie Lombard Odier SCmA
Switzerland
$159K -$186K -3,200 -53%
CA
1147
CapWealth Advisors
Tennessee
$159K +$163K +2,800 New
FNBSF
1148
First National Bank Sioux Falls
South Dakota
$157K
S
1149
SignatureFD
Georgia
$156K -$2.33K -40 -1%
BCP
1150
Blue Chip Partners
Michigan
$150K +$43.6K +751 +39%

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.