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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
AWM
1226
AllSquare Wealth Management
New York
$6K
ANBT
1227
American National Bank & Trust
Texas
$6K
CAL
1228
Capital Advisors Ltd
Ohio
$6K
GWS
1229
Glassman Wealth Services
Virginia
$6K
UB
1230
UMB Bank
Missouri
$4.67K +$18.1K +311 +0.4%
FNBOO
1231
First National Bank of Omaha
Nebraska
$4.41K -$141K -2,430 -3%
LWA
1232
Lenox Wealth Advisors
New York
$4K -$38.4K -660 -90%
IC
1233
Intersect Capital
California
$4K
PSC
1234
Prentiss Smith & Co
Vermont
$4K
WP
1235
WealthPLAN Partners
Nebraska
$4K +$4.65K +80 New
RPG
1236
Risk Paradigm Group
Texas
$3.11K +$3.2K +55 New
AT
1237
Arden Trust
Delaware
$1.63K +$844K +14,517 +102%
ST
1238
Spot Trading
Illinois
$1K -$1.75M -30,176 -100%
SA
1239
SRH Advisors
Kansas
$1K
MUS
1240
Mitsubishi UFJ Securities
Japan
$1K +$581 +10 New
WAM
1241
Wolverine Asset Management
Illinois
$1K +$2.03K +35 New
WA
1242
WBH Advisory
Maryland
$705 +$47.4K +815 +7%
JWBC
1243
John W. Bristol & Co
New York
-$90.5M -1,466,863 Closed
CI
1244
Cambiar Investors
Colorado
-$87M -1,408,926 Closed
BAM
1245
Burgundy Asset Management
Ontario, Canada
-$81.2M -1,315,554 Closed
Arrowstreet Capital
1246
Arrowstreet Capital
Massachusetts
-$26.8M -434,749 Closed
IEFM
1247
IQ EQ Fund Management
Ireland
-$17.1M -276,476 Closed
DDPIC
1248
Deroy & Devereaux Private Investment Counsel
Michigan
-$8.33M -134,901 Closed
KLC
1249
Knowledge Leaders Capital
Colorado
-$6.86M -111,194 Closed
SCCM
1250
Schafer Cullen Capital Management
New York
-$3.89M -62,960 Closed

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.