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Emerson Electric

1,242 hedge funds and large institutions have $33.3B invested in Emerson Electric in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 430 increasing their positions, 540 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $305M | Put options by funds: $103M

56% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 45

1% more funds holding

Funds holding: 1,2241,242 (+18)

0.54% more ownership

Funds ownership: 70.88%71.42% (+0.54%)

0% more capital invested

Capital invested by funds: $33.3B → $33.3B (+$8.28M)

12% less funds holding in top 10

Funds holding in top 10: 4943 (-6)

20% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 540

Holders
1,242
Holders Change
+18
Holders Change %
+1.47%
% of All Funds
35.68%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
1.24%
New
70
Increased
430
Reduced
540
Closed
45
Calls
$305M
Puts
$103M
Net Calls
+$202M
Net Calls Change
+$125M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
1151
Wedgewood Investors
Pennsylvania
$204K
TRCT
1152
Tower Research Capital (TRC)
New York
$200K -$139K -2,067 -41%
FFC
1153
First Financial Corp
Indiana
$199K
NSIM
1154
North Star Investment Management
Illinois
$199K
CA
1155
CapWealth Advisors
Tennessee
$186K
MCM
1156
McKinley Capital Management
Alaska
$185K -$12.1K -180 -6%
FAM
1157
Formidable Asset Management
Ohio
$184K -$6.72K -100 -3%
TSW
1158
Thompson Siegel & Walmsley
Virginia
$178K -$6.72K -100 -4%
IPC
1159
Independent Portfolio Consultants
Florida
$178K +$180K +2,675 New
MSFP
1160
Mark Sheptoff Financial Planning
Connecticut
$166K
WAM
1161
Wolverine Asset Management
Illinois
$161K -$24.3K -362 -13%
ARMC
1162
American Research & Management Company
Massachusetts
$156K
KT
1163
Kanaly Trust
Texas
$149K +$1.28K +19 +0.9%
FCCM
1164
First City Capital Management
Georgia
$141K +$10.1K +150 +8%
HCC
1165
Hirtle Callaghan & Co
Pennsylvania
$138K
TCCM
1166
Timber Creek Capital Management
Massachusetts
$126K
PAS
1167
Partnervest Advisory Services
California
$123K -$23.1K -344 -16%
DBT
1168
Dubuque Bank & Trust
Iowa
$123K +$64.5K +959 +107%
WF
1169
WealthTrust Fairport
Ohio
$120K +$2.35K +35 +2%
W
1170
Wealthfront
California
$112K +$57.7K +858 +107%
MFS
1171
MSI Financial Services
Massachusetts
$108K +$1.08K +16 +1%
QAM
1172
QCI Asset Management
New York
$106K
DOA
1173
D'Orazio & Associates
Virginia
$105K
JWA
1174
JFS Wealth Advisors
Pennsylvania
$96K +$96.8K +1,440 New
PIA
1175
Piedmont Investment Advisors
North Carolina
$95.8K +$29K +432 +43%

EMR Hedge Fund Activity: Q2 2014 in Review

1,242 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2014, worth a combined $33.3B — up 0.02% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EMR positions and 45 closed out — a net gain of 25 holders — while 430 added to existing stakes and 540 trimmed.

The largest buyer was Norges Bank, adding an estimated $195M. The largest seller was Capital International Investors, cutting an estimated $265M.

  • 1,242 institutional investors held Emerson Electric (EMR) as of Q2 2014, up from 1,224 in Q1 2014.
  • Funds reported $33.3B of Emerson Electric stock for Q2 2014, up 0.02% quarter-over-quarter.
  • 70 funds opened new Emerson Electric positions in Q2 2014 and 45 closed out, a net change of +25 holders.
  • The largest Emerson Electric buyer in Q2 2014 was Norges Bank, an estimated $195M added.
  • The largest Emerson Electric seller in Q2 2014 was Capital International Investors, an estimated $265M sold.

Based on aggregated 13F filings for Q2 2014.