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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
RU
1301
RobecoSam USA
New York
-$253K -4,100 Closed
TSS
1302
Two Sigma Securities
New York
-$249K -4,039 Closed
RT
1303
Reliance Trust
Georgia
-$241K -3,912 Closed
LPT
1304
Legacy Private Trust
Wisconsin
-$238K -3,850 Closed
QT
1305
Quantbot Technologies
New York
-$235K -3,807 Closed
CFMC
1306
Curbstone Financial Management Corp
New Hampshire
-$235K -3,805 Closed
SI
1307
SII Investments
Wisconsin
-$232K -3,753 Closed
SCM
1308
SKBA Capital Management
California
-$231K -3,750 Closed
HRIA
1309
Haberer Registered Investment Advisor
Ohio
-$222K -3,600 Closed
DCM
1310
Donaldson Capital Management
Indiana
-$220K -3,560 Closed
PL
1311
Perpetual Ltd
Australia
-$217K -3,513 Closed
SAM
1312
Smithbridge Asset Management
Pennsylvania
-$216K -3,500 Closed
IC
1313
Inverness Counsel
New York
-$216K -3,493 Closed
BWAM
1314
Boyd Watterson Asset Management
Ohio
-$215K -3,489 Closed
SCA
1315
Stonebridge Capital Advisors
Minnesota
-$214K -3,472 Closed
GBA
1316
Garrison Bradford & Associates
New York
-$210K -3,400 Closed
FNBOH
1317
First National Bank of Hutchinson
Kansas
-$209K -3,386 Closed
GEM
1318
Global Endowment Management
North Carolina
-$205K -3,320 Closed
MBT
1319
Monroe Bank & Trust
Michigan
-$205K -3,320 Closed
TC
1320
Telemus Capital
Michigan
-$203K -3,295 Closed
BST
1321
Bath Savings Trust
Maine
-$201K -3,250 Closed
SSG
1322
Summit Securities Group
New York
-$179K -2,900 Closed
TRCT
1323
Tower Research Capital (TRC)
New York
-$134K -2,174 Closed
HCC
1324
Hirtle Callaghan & Co
Pennsylvania
-$128K -2,075 Closed
WF
1325
WealthTrust Fairport
Ohio
-$87K -1,403 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.