Eaton
ETN
819 hedge funds and large institutions have $21.5B invested in Eaton in 2016 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 306 increasing their positions, 312 reducing their positions, and 72 closing their positions.
78% more funds holding in top 10
Funds holding in top 10: 9 → 16 (+7)
56% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 72
41% more call options, than puts
Call options by funds: $168M | Put options by funds: $120M
20% more capital invested
Capital invested by funds: $18B → $21.5B (+$3.53B)
3% more funds holding
Funds holding: 792 → 819 (+27)
0.96% more ownership
Funds ownership: 74.97% → 75.93% (+0.96%)
2% less repeat investments, than reductions
Existing positions increased: 306 | Existing positions reduced: 312
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$211M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$121M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$89.3M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$77.3M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$65.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$167M |
| 2 |
WI
WHV Investments
San Francisco,
California
|
-$96.5M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$60.6M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$60M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$59.5M |
ETN Hedge Fund Activity: Q1 2016 in Review
819 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2016, worth a combined $21.5B — up 20% from $18B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new ETN positions and 72 closed out — a net gain of 40 holders — while 306 added to existing stakes and 312 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $211M. The largest seller was Morgan Stanley, cutting an estimated $167M.
- 819 institutional investors held Eaton (ETN) as of Q1 2016, up from 792 in Q4 2015.
- Funds reported $21.5B of Eaton stock for Q1 2016, up 20% quarter-over-quarter.
- 112 funds opened new Eaton positions in Q1 2016 and 72 closed out, a net change of +40 holders.
- The largest Eaton buyer in Q1 2016 was Lazard Asset Management, an estimated $211M added.
- The largest Eaton seller in Q1 2016 was Morgan Stanley, an estimated $167M sold.
Based on aggregated 13F filings for Q1 2016.