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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.35B -$9.98M -171,745 -0.4%
State Street
2
State Street
Massachusetts
$1.92B +$9.03M +155,334 +0.5%
BIT
3
BlackRock Institutional Trust
California
$1.02B -$4.51M -77,612 -0.4%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$966M -$8.2M -141,144 -0.8%
Northern Trust
5
Northern Trust
Illinois
$697M -$27.5M -473,506 -4%
LP
6
Longview Partners
Guernsey
$678M +$696M +11,968,591 New
BFA
7
BlackRock Fund Advisors
California
$621M +$45.9M +789,421 +8%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$580M -$54.2M -932,550 -8%
Wells Fargo
9
Wells Fargo
California
$560M -$1.96M -33,766 -0.3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$555M +$47.2M +811,345 +9%
Bank of America
11
Bank of America
North Carolina
$480M -$141M -2,423,972 -22%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$467M
American Century Companies
13
American Century Companies
Missouri
$466M +$132M +2,267,919 +38%
Invesco
14
Invesco
Georgia
$463M +$18.2M +313,021 +4%
Deutsche Bank
15
Deutsche Bank
Germany
$375M +$89.2M +1,534,733 +30%
Capital Research Global Investors
16
Capital Research Global Investors
California
$328M -$34.1M -586,689 -9%
JP Morgan Chase
17
JP Morgan Chase
New York
$319M -$542M -9,320,680 -62%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$304M +$7.49M +128,922 +2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$298M +$76.5M +1,317,062 +33%
BG
20
BlackRock Group
United Kingdom
$278M -$8.23M -141,639 -3%
US Bancorp
21
US Bancorp
Minnesota
$256M -$8.72M -150,012 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
22
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$230M -$45.2M -776,893 -16%
Flossbach Von Storch
23
Flossbach Von Storch
Germany
$229M +$97.6M +1,678,690 +71%
CIP
24
Cornerstone Investment Partners
Georgia
$212M -$116M -1,987,722 -35%
MPI
25
Mairs & Power Inc
Minnesota
$203M +$979K +16,837 +0.5%

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.