Eaton
ETN
1,171 hedge funds and large institutions have $31.3B invested in Eaton in 2019 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 364 increasing their positions, 456 reducing their positions, and 59 closing their positions.
190% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 59
125% more funds holding in top 10
Funds holding in top 10: 8 → 18 (+10)
40% more call options, than puts
Call options by funds: $321M | Put options by funds: $229M
13% more capital invested
Capital invested by funds: $27.6B → $31.3B (+$3.71B)
9% more funds holding
Funds holding: 1,078 → 1,171 (+93)
0.73% more ownership
Funds ownership: 79.14% → 79.87% (+0.73%)
20% less repeat investments, than reductions
Existing positions increased: 364 | Existing positions reduced: 456
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$408M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$185M |
| 3 |
UIM
USS Investment Management
London,
United Kingdom
|
+$153M |
| 4 |
Goldman Sachs
New York
|
+$140M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$98.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$459M |
| 2 |
Lazard Asset Management
New York
|
-$269M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$247M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$72.9M |
| 5 |
DC
Davenport & Co
Richmond,
Virginia
|
-$59.4M |
ETN Hedge Fund Activity: Q4 2019 in Review
1,171 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2019, worth a combined $31.3B — up 13% from $27.6B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new ETN positions and 59 closed out — a net gain of 112 holders — while 364 added to existing stakes and 456 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $408M. The largest seller was Wellington Management Group, cutting an estimated $459M.
- 1,171 institutional investors held Eaton (ETN) as of Q4 2019, up from 1,078 in Q3 2019.
- Funds reported $31.3B of Eaton stock for Q4 2019, up 13% quarter-over-quarter.
- 171 funds opened new Eaton positions in Q4 2019 and 59 closed out, a net change of +112 holders.
- The largest Eaton buyer in Q4 2019 was Citadel Advisors, an estimated $408M added.
- The largest Eaton seller in Q4 2019 was Wellington Management Group, an estimated $459M sold.
Based on aggregated 13F filings for Q4 2019.