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Eaton
ETN

1,006 hedge funds and large institutions have $27.5B invested in Eaton in 2017 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 354 increasing their positions, 350 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 43

18% more call options, than puts

Call options by funds: $221M | Put options by funds: $187M

13% more funds holding

Funds holding: 892 → 1,006 (+114)

1.4% more ownership

Funds ownership: 77.75% → 79.15% (+1.4%)

4% more capital invested

Capital invested by funds: $26.6B → $27.5B (+$970M)

1% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 350

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

Holders
1,006
Holders Change
+114
Holders Change %
+12.78%
% of All Funds
22.82%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
167
Increased
354
Reduced
350
Closed
43
Calls
$221M
Puts
$187M
Net Calls
+$33.5M
Net Calls Change
+$7.13M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$249M
2
Goldman Sachs
Goldman Sachs
New York
+$127M
3
LM
Luminus Management
Texas
+$103M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$88M
5
Two Sigma Investments
Two Sigma Investments
New York
+$86.5M

Top Sellers

Rank Fund Capital Flow
1
LAM
Lyrical Asset Management
New York
-$266M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$234M
3
Ameriprise
Ameriprise
Minnesota
-$151M
4
Bank of America
Bank of America
North Carolina
-$109M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$103M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
451
Pittenger & Anderson Inc
Nebraska
$1.9M +$204K +2,625 +12%
CBN
452
Cadence Bank NA
Texas
$1.86M -$24.3K -312 -1%
Cerity Partners
453
Cerity Partners
New York
$1.85M +$51.5K +662 +3%
DCM
454
Dupont Capital Management
Delaware
$1.84M -$1.35M -17,345 -43%
SAM
455
Selway Asset Management
$1.82M -$233K -3,000 -12%
PT
456
Plimoth Trust
Massachusetts
$1.82M +$1.79M +23,003 New
CIM
457
CenturyLink Investment Management
Colorado
$1.8M -$139K -1,793 -7%
TNBTD
458
Trustmark National Bank Trust Department
Mississippi
$1.79M +$17.3K +222 +1%
PP
459
Paloma Partners
Connecticut
$1.75M +$1.39M +17,882 +414%
SAM
460
Strategy Asset Managers
California
$1.75M +$34K +437 +2%
CTC
461
Central Trust Company
Missouri
$1.72M +$86.5K +1,113 +5%
AFM
462
Andesa Financial Management
Pennsylvania
$1.72M +$1.69M +21,680 New
RP
463
Rice Partnership
Hawaii
$1.71M +$1.68M +21,644 New
TCOT
464
Trust Company of Toledo
Ohio
$1.71M +$72.5K +932 +5%
MCM
465
Monument Capital Management
Virginia
$1.7M +$1.67M +21,474 New
EGM
466
Engineers Gate Manager
New York
$1.68M +$1.65M +21,225 New
CC
467
ClearArc Capital
Ohio
$1.67M +$189K +2,427 +13%
Tudor Investment Corp
468
Tudor Investment Corp
Connecticut
$1.66M +$928K +11,942 +131%
NA
469
NewEdge Advisors
Louisiana
$1.65M +$55.2K +710 +4%
PCTC
470
Perkins Coie Trust Company
Washington
$1.63M +$16.6K +213 +1%
SP
471
SWS Partners
Ohio
$1.63M +$1.6M +20,564 New
Cambridge Investment Research Advisors
472
Cambridge Investment Research Advisors
Iowa
$1.62M +$301K +3,877 +23%
NMIFOAC
473
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.62M – – –
OI
474
Oakbrook Investments
Illinois
$1.62M +$1.59M +20,500 New
ASN
475
Advisory Services Network
Georgia
$1.62M +$272K +3,505 +21%
17 18
19
20 21

ETN Hedge Fund Activity: Q4 2017 in Review

1,006 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2017, worth a combined $27.5B — up 3.7% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new ETN positions and 43 closed out — a net gain of 124 holders — while 354 added to existing stakes and 350 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $249M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $266M sold.

  • 1,006 institutional investors held Eaton (ETN) as of Q4 2017, up from 892 in Q3 2017.
  • Funds reported $27.5B of Eaton stock for Q4 2017, up 3.7% quarter-over-quarter.
  • 167 funds opened new Eaton positions in Q4 2017 and 43 closed out, a net change of +124 holders.
  • The largest Eaton buyer in Q4 2017 was Massachusetts Financial Services, an estimated $249M added.
  • The largest Eaton seller in Q4 2017 was Lyrical Asset Management, an estimated $266M sold.

Based on aggregated 13F filings for Q4 2017.