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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
JWA
1176
JFS Wealth Advisors
Pennsylvania
$74K
TCCM
1177
Timber Creek Capital Management
Massachusetts
$73K
RFA
1178
Reilly Financial Advisors
California
$72K -$4.07K -70 -5%
JFA
1179
JNBA Financial Advisors
Minnesota
$70K
OSNBOA
1180
Old Second National Bank of Aurora
Illinois
$70K
CCS
1181
Crosspoint Capital Strategies
California
$66K -$54.3K -934 -44%
CLM
1182
ClearBridge LLC (Maryland)
Maryland
$66K
WA
1183
WealthTrust-Arizona
Arizona
$65K -$872 -15 -1%
AWS
1184
Aris Wealth Services
Pennsylvania
$61K +$62.5K +1,075 New
FANJ
1185
Financial Architects (New Jersey)
New Jersey
$58K +$18.1K +312 +44%
DBT
1186
Dubuque Bank & Trust
Iowa
$53K +$872 +15 +2%
BWA
1187
Burt Wealth Advisors
Maryland
$45K -$8.72K -150 -16%
Manulife (Manufacturers Life Insurance)
1188
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.3K +$928K +15,967 +2%
SFWA
1189
Summit Financial Wealth Advisors
Louisiana
$42K
BL
1190
Balentine LLC
Georgia
$40K +$41K +705 New
CCA
1191
Catalyst Capital Advisors
New York
$36K -$4.49M -77,227 -99%
MA
1192
MCF Advisors
Kentucky
$36K +$291 +5 +0.8%
CG
1193
Colony Group
Massachusetts
$34K -$209K -3,599 -86%
VCM
1194
Vigilant Capital Management
Maine
$34K
CAW
1195
Cornerstone Advisors (Washington)
Washington
$33K -$2.33K -40 -6%
HF
1196
Hoxton Financial
West Virginia
$32K
RBC
1197
Roble Belko & Company
Pennsylvania
$32K +$32.5K +560 New
MCM
1198
MV Capital Management
Maryland
$31K +$2.33K +40 +8%
WA
1199
Waverly Advisors
Alabama
$30K +$9.01K +155 +41%
IMS
1200
Index Management Solutions
Pennsylvania
$28K -$2.21K -38 -7%

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.