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
B
126
Baird
Wisconsin
$34M -$971K -16,710 -3%
AIG
127
American International Group
New York
$32.8M +$5.43M +93,361 +19%
GIA
128
Gateway Investment Advisers
Ohio
$32.4M -$5.36M -92,250 -14%
FMI
129
Factory Mutual Insurance
Massachusetts
$32.3M +$2.5M +43,000 +8%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.1M +$647K +11,137 +2%
EAM
131
Edge Asset Management
Washington
$31M +$8.42M +144,920 +36%
Retirement Systems of Alabama
132
Retirement Systems of Alabama
Alabama
$31M -$1.42M -24,463 -4%
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$30M -$5.48M -94,322 -16%
CI
134
Conning Inc
Connecticut
$29.3M +$9.64M +165,940 +47%
BKBG
135
BHF Kleinwort Benson Group
Belgium
$28.8M +$1.88M +32,419 +7%
Citigroup
136
Citigroup
New York
$28.3M +$2.46M +42,350 +9%
Comerica Bank
137
Comerica Bank
Texas
$28.1M -$32.1M -552,563 -53%
HNB
138
Huntington National Bank
Ohio
$27.9M -$2.57M -44,272 -8%
Canada Life
139
Canada Life
Manitoba, Canada
$27.8M -$2.78M -47,858 -9%
BGIM
140
Brandywine Global Investment Management
Pennsylvania
$27.4M +$640K +11,010 +2%
BHC
141
Bowen Hanes & Co
Florida
$27.4M +$677K +11,650 +2%
RFC
142
Russell Frank Company
Washington
$26.8M -$4.04M -69,568 -13%
Aviva
143
Aviva
United Kingdom
$26.8M +$10.7M +183,931 +64%
SC
144
Saturna Capital
Washington
$26.3M
LWCFA
145
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25.9M -$3.66M -62,925 -12%
KFC
146
Klingenstein Fields & Co
New York
$24.4M +$237K +4,081 +1%
ClearBridge Investments
147
ClearBridge Investments
New York
$24.3M +$5.11M +87,997 +26%
TU
148
TDAM USA
Ontario, Canada
$24M -$585K -10,059 -2%
SIC
149
Schwartz Investment Counsel
Michigan
$23.8M +$9.71M +167,000 +66%
VOYA Investment Management
150
VOYA Investment Management
Georgia
$23.8M +$1.79M +30,790 +8%

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.