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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
ACI
176
AMP Capital Investors
Australia
$18M -$7.97M -137,120 -30%
JGUA
177
John G. Ullman & Associates
New York
$18M +$527K +9,060 +3%
NSLI
178
Nan Shan Life Insurance
Taiwan
$17.9M +$2.15M +36,918 +13%
QI
179
QV Investors
Alberta, Canada
$17.7M +$3.98M +68,400 +28%
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$17.3M -$853K -14,674 -5%
N
181
Natixis
France
$17.2M +$217K +3,735 +1%
ARC
182
Absolute Return Capital
Massachusetts
$17M -$10.6M -182,325 -38%
BNP Paribas Asset Management
183
BNP Paribas Asset Management
France
$16.9M +$5.78M +99,416 +50%
PWLP
184
Prio Wealth Limited Partnership
Massachusetts
$16.7M +$133K +2,287 +0.8%
VDI
185
Vaughan David Investments
Illinois
$16.5M +$302K +5,200 +2%
ORIO
186
Old Republic International (ORI)
Illinois
$16.4M +$4.01M +69,000 +31%
WT
187
Whittier Trust
California
$16.1M -$430K -7,401 -3%
RC
188
Randolph Company
Ohio
$16M +$16.4M +282,750 New
CCM
189
Check Capital Management
California
$15.9M +$16.3M +280,006 New
RMCM
190
Reynders McVeigh Capital Management
Massachusetts
$15.6M +$854K +14,688 +6%
AAM
191
Advisors Asset Management
Colorado
$15.6M +$2.04M +35,031 +15%
CTB
192
Country Trust Bank
Illinois
$15.5M -$820K -14,104 -5%
Korea Investment Corp
193
Korea Investment Corp
South Korea
$15.4M +$1.02M +17,600 +7%
CFC
194
Cincinnati Financial Corp
Ohio
$15.4M
TGCM
195
Tukman Grossman Capital Management
California
$15.3M +$15.7M +269,900 New
MIS
196
Morningstar Investment Services
Illinois
$15.3M +$1.64M +28,234 +12%
RFC
197
Regions Financial Corp
Alabama
$15.1M -$642K -11,043 -4%
WSFS
198
Wilmington Savings Fund Society
Delaware
$14.9M +$4.11M +70,691 +37%
RAM
199
RWC Asset Management
United Kingdom
$14.9M +$8.8M +151,500 +135%
Citadel Advisors
200
Citadel Advisors
Florida
$14.9M +$14.1M +242,444 +1,191%

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.