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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
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$23M -$554K -9,538 -2%
WF
152
Welch & Forbes
Massachusetts
$23M -$1.88M -32,385 -7%
DekaBank Deutsche Girozentrale
153
DekaBank Deutsche Girozentrale
Germany
$22.6M +$3.78M +65,102 +19%
Wellington Management Group
154
Wellington Management Group
Massachusetts
$22.3M -$340M -5,857,609 -94%
PRA
155
Parametric Risk Advisors
Connecticut
$22M
HFS
156
HL Financial Services
Kentucky
$21.8M +$1.95M +33,566 +10%
NFA
157
Nationwide Fund Advisors
Ohio
$21.7M +$2.31M +39,823 +12%
PNC
158
Park National Corp
Ohio
$21.1M +$902K +15,514 +4%
CS
159
Candriam SCA
Luxembourg
$20.9M +$8.95M +153,987 +71%
Axa
160
Axa
France
$20.8M +$5.88M +101,162 +38%
DADC
161
D.A. Davidson & Co
Montana
$20.8M +$1.22M +20,920 +6%
UCFA
162
United Capital Financial Advisors
Texas
$20.7M -$646K -11,114 -3%
CSIC
163
Clifford Swan Investment Counsel
California
$20.3M +$2.47M +42,427 +13%
PP
164
Prudential plc
United Kingdom
$20.1M -$146K -2,504 -0.7%
AQR Capital Management
165
AQR Capital Management
Connecticut
$19.9M -$19.1M -328,238 -48%
LCS
166
Levin Capital Strategies
New York
$19.6M +$19.4M +333,360 +2,454%
ST
167
Sabal Trust
Florida
$19.6M +$19.5M +335,855 +3,110%
ProShare Advisors
168
ProShare Advisors
Maryland
$19.5M +$4.11M +70,789 +26%
Public Employees Retirement Association of Colorado
169
Public Employees Retirement Association of Colorado
Colorado
$19.4M -$245K -4,224 -1%
PI
170
PGGM Investments
Netherlands
$19.3M -$2.66M -45,739 -12%
BCM
171
Becker Capital Management
Oregon
$19.2M +$1.25M +21,593 +7%
Federated Hermes
172
Federated Hermes
Pennsylvania
$19M +$15.5M +266,526 +387%
BCIM
173
British Columbia Investment Management
British Columbia, Canada
$18.9M -$1.6M -27,505 -8%
RA
174
Royce & Associates
New York
$18.8M +$1,000K +17,200 +5%
GIA
175
Guyasuta Investment Advisors
Pennsylvania
$18.4M +$333K +5,730 +2%

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.