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Emerson Electric

1,261 hedge funds and large institutions have $26.3B invested in Emerson Electric in 2015 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 442 increasing their positions, 553 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $261M | Put options by funds: $114M

56% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 59

2% more funds holding

Funds holding: 1,2421,261 (+19)

0.7% less ownership

Funds ownership: 71.87%71.17% (-0.7%)

6% less capital invested

Capital invested by funds: $27.9B → $26.3B (-$1.57B)

20% less repeat investments, than reductions

Existing positions increased: 442 | Existing positions reduced: 553

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
1,261
Holders Change
+19
Holders Change %
+1.53%
% of All Funds
33.97%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.46%
New
92
Increased
442
Reduced
553
Closed
59
Calls
$261M
Puts
$114M
Net Calls
+$147M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
126
Gateway Investment Advisers
Ohio
$31.5M -$218K -3,708 -0.6%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.8M +$307K +5,217 +0.9%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$30.3M -$8.49M -144,424 -21%
EAM
129
Edge Asset Management
Washington
$30.3M -$78.8K -1,342 -0.2%
Retirement Systems of Alabama
130
Retirement Systems of Alabama
Alabama
$29.5M -$817K -13,902 -3%
RFC
131
Russell Frank Company
Washington
$28.9M +$2.82M +48,004 +10%
FMI
132
Factory Mutual Insurance
Massachusetts
$28.8M -$2.94M -50,000 -9%
DnB Asset Management
133
DnB Asset Management
Norway
$28.6M -$8.7M -148,123 -22%
CI
134
Conning Inc
Connecticut
$28.5M -$175K -2,979 -0.6%
BGIM
135
Brandywine Global Investment Management
Pennsylvania
$27.8M +$1.04M +17,625 +4%
Canada Life
136
Canada Life
Manitoba, Canada
$27.5M +$263K +4,477 +0.9%
BHC
137
Bowen Hanes & Co
Florida
$26.9M +$41.4K +705 +0.1%
HNB
138
Huntington National Bank
Ohio
$26M -$1.38M -23,536 -5%
1832 Asset Management
139
1832 Asset Management
Ontario, Canada
$25.8M +$27M +459,325 +6,534%
AQR Capital Management
140
AQR Capital Management
Connecticut
$25.6M +$6.57M +111,776 +32%
LWCFA
141
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25M -$369K -6,280 -1%
SC
142
Saturna Capital
Washington
$24.9M
ClearBridge Investments
143
ClearBridge Investments
New York
$24.8M +$1.1M +18,729 +4%
Robeco Institutional Asset Management
144
Robeco Institutional Asset Management
Netherlands
$24.4M -$13.7M -232,866 -35%
SIC
145
Schwartz Investment Counsel
Michigan
$24.4M +$1.07M +18,200 +4%
KFC
146
Klingenstein Fields & Co
New York
$23.7M -$215K -3,660 -0.8%
DL
147
Delta Lloyd
Netherlands
$23.3M -$22.6M -385,029 -48%
VOYA Investment Management
148
VOYA Investment Management
Georgia
$23M -$282K -4,800 -1%
DekaBank Deutsche Girozentrale
149
DekaBank Deutsche Girozentrale
Germany
$22.5M -$176 -3 -0%
TU
150
TDAM USA
Ontario, Canada
$22.1M -$1.53M -26,003 -6%

EMR Hedge Fund Activity: Q2 2015 in Review

1,261 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2015, worth a combined $26.3B — down 5.6% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new EMR positions and 59 closed out — a net gain of 33 holders — while 442 added to existing stakes and 553 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $296M. The largest seller was Boston Partners, cutting an estimated $154M.

  • 1,261 institutional investors held Emerson Electric (EMR) as of Q2 2015, up from 1,242 in Q1 2015.
  • Funds reported $26.3B of Emerson Electric stock for Q2 2015, down 5.6% quarter-over-quarter.
  • 92 funds opened new Emerson Electric positions in Q2 2015 and 59 closed out, a net change of +33 holders.
  • The largest Emerson Electric buyer in Q2 2015 was Fidelity Investments, an estimated $296M added.
  • The largest Emerson Electric seller in Q2 2015 was Boston Partners, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2015.