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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
FWM
1201
Focused Wealth Management
New York
$28K
FMB
1202
Field & Main Bank
Kentucky
$28K +$14.5K +250 +100%
SHJ
1203
Sharkey, Howes & Javer
Colorado
$28K +$28.5K +490 New
FNYS
1204
First New York Securities
New York
$27.6K +$28.3K +487 New
SFG
1205
Sage Financial Group
Pennsylvania
$27K
SCP
1206
Syntal Capital Partners
Texas
$27K +$28.1K +484 New
AA
1207
AlphaMark Advisors
Kentucky
$26K -$5.81K -100 -18%
AC
1208
Alexandria Capital
Virginia
$25K
PFO
1209
Pathstone Family Office
New Jersey
$25K
MWAN
1210
Mariner Wealth Advisors (NYC)
Kansas
$25K +$25.9K +445 New
KCM
1211
Karp Capital Management
California
$23K
NCM
1212
Nelson Capital Management
California
$23K
RI
1213
Redwood Investments
Massachusetts
$23K
LFR
1214
Lehman Financial Resources
Pennsylvania
$23K +$11.6K +200 +100%
PCTC
1215
Perkins Coie Trust Company
Washington
$21K +$2.15K +37 +11%
TFA
1216
Transamerica Financial Advisors
Florida
$21K +$4.07K +70 +25%
TCM
1217
Tradewinds Capital Management
Washington
$18K
WG
1218
Welch Group
Alabama
$13.6K +$1.06M +18,238 +8%
VIA
1219
Vantage Investment Advisors
Pennsylvania
$13K +$6.92K +119 +105%
TDC
1220
Thompson Davis & Co
Virginia
$12K -$5.06K -87 -30%
LWM
1221
LBA Wealth Management
Florida
$12K
AIM
1222
Advantage Investment Management
Iowa
$11K
CFS
1223
Commonwealth Financial Services
West Virginia
$11K
CFG
1224
CKW Financial Group
Hawaii
$9K
SAM
1225
Shamrock Asset Management
Texas
$8K

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.