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
FCI
201
Financial Counselors Inc
Kansas
$14.8M +$618K +10,633 +4%
TPSF
202
Texas Permanent School Fund
Texas
$14.5M -$421K -7,238 -3%
PI
203
PineBridge Investments
New York
$14.5M +$761K +13,102 +5%
DCM
204
Dupont Capital Management
Delaware
$14.4M -$8.86M -152,450 -38%
JAM
205
Jupiter Asset Management
United Kingdom
$14.3M -$4.87M -83,859 -25%
Commonwealth Equity Services
206
Commonwealth Equity Services
Massachusetts
$14.3M +$914K +15,723 +7%
CM
207
CS McKee
Pennsylvania
$14.3M -$510K -8,775 -3%
FT
208
Fiduciary Trust
Massachusetts
$14.3M +$3.02K +52 +0%
National Pension Service
209
National Pension Service
South Korea
$14.3M +$1.97M +33,865 +16%
ZIM
210
Zacks Investment Management
Illinois
$14.2M +$1.67M +28,661 +13%
First Trust Advisors
211
First Trust Advisors
Illinois
$14.1M -$847K -14,568 -6%
VRS
212
Virginia Retirement Systems
Virginia
$14.1M -$70.5K -1,213 -0.5%
TSU
213
TD Securities (USA)
New York
$13.9M -$1M -17,245 -7%
BCM
214
Bridgeway Capital Management
Texas
$13.9M +$3.71M +63,900 +35%
Envestnet Asset Management
215
Envestnet Asset Management
Illinois
$13.9M +$9.46M +162,762 +197%
FFIC
216
First Fiduciary Investment Counsel
Ohio
$13.8M +$179K +3,085 +1%
UOC
217
UBS O'Connor
Illinois
$13.7M +$14.1M +242,394 New
CDH
218
Charles D. Hyman
$13.7M -$173K -2,975 -1%
HighTower Advisors
219
HighTower Advisors
Illinois
$13.6M +$3.07M +52,904 +28%
WBC
220
Westpac Banking Corp
Australia
$13.6M -$3.98M -68,446 -23%
Public Sector Pension Investment Board (PSP Investments)
221
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.5M +$162K +2,788 +1%
RCM
222
Riverhead Capital Management
Delaware
$13.3M +$974K +16,763 +8%
AR
223
Advisory Research
Illinois
$13.2M +$588K +10,119 +5%
MTC
224
McDaniel Terry & Co
Texas
$13.1M +$399K +6,861 +3%
LRPA
225
L. Roy Papp & Associates
Arizona
$13.1M -$2.85M -49,026 -18%

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.