We are live on ! Find out more
EMR icon

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
TSW
1151
Thompson Siegel & Walmsley
Virginia
$147K -$5.81K -100 -4%
MSFP
1152
Mark Sheptoff Financial Planning
Connecticut
$142K
W
1153
Wealthfront
California
$140K +$33.6K +578 +30%
ACS
1154
Archford Capital Strategies
Illinois
$137K -$863K -14,851 -86%
ARMC
1155
American Research & Management Company
Massachusetts
$133K
IPC
1156
Independent Portfolio Consultants
Florida
$127K -$31.7K -546 -20%
SAMC
1157
Shinko Asset Management Company
Japan
$122K -$191K -3,278 -60%
CIS
1158
Capital International Sarl
California
$121K -$52.3K -900 -30%
CAL
1159
Capital Analysts LLC
Pennsylvania
$115K +$34K +585 +40%
PIA
1160
Peachtree Investment Advisors
Georgia
$110K
GAM
1161
Gemmer Asset Management
California
$108K
VFA
1162
Virtus Fund Advisers
Connecticut
$100K -$46.8K -806 -31%
FCCM
1163
First City Capital Management
Georgia
$94.2K -$27.1K -466 -22%
SIA
1164
Stancorp Investment Advisers
Oregon
$94K +$12.5K +215 +15%
QAM
1165
QCI Asset Management
New York
$91K
DOA
1166
D'Orazio & Associates
Virginia
$90K
TWA
1167
TCI Wealth Advisors
Arizona
$84K
CBT
1168
Central Bank & Trust
Kentucky
$80K +$53.2K +915 +183%
PIA
1169
Piedmont Investment Advisors
North Carolina
$79.6K
CCMW
1170
Cypress Capital Management (Wyoming)
Wyoming
$79.3K
CPA
1171
Cowen Prime Advisors
New York
$79K
NC
1172
Nicholas Company
Wisconsin
$79K
SIG
1173
Stanford Investment Group
California
$79K
FQ
1174
First Quadrant
California
$79K +$46.5K +800 +133%
KT
1175
Kanaly Trust
Texas
$78K -$51.3K -883 -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.