Eaton
ETN
776 hedge funds and large institutions have $18B invested in Eaton in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 289 increasing their positions, 330 reducing their positions, and 106 closing their positions.
34% more call options, than puts
Call options by funds: $147M | Put options by funds: $110M
0.2% more ownership
Funds ownership: 75.13% → 75.33% (+0.2%)
6% less funds holding
Funds holding: 828 → 776 (-52)
12% less repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 330
24% less capital invested
Capital invested by funds: $23.6B → $18B (-$5.62B)
42% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 106
58% less funds holding in top 10
Funds holding in top 10: 19 → 8 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$241M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$172M |
| 3 |
Two Sigma Advisers
New York
|
+$130M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$119M |
| 5 |
Two Sigma Investments
New York
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$174M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$101M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$93.2M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$84.9M |
| 5 |
JP Morgan Chase
New York
|
-$84.7M |
ETN Hedge Fund Activity: Q3 2015 in Review
776 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2015, worth a combined $18B — down 24% from $23.6B a quarter earlier.
Sellers outnumbered buyers: 106 funds closed out of ETN and 61 opened new positions — a net loss of 45 holders — while 330 trimmed existing stakes and 289 added.
The largest buyer was Viking Global Investors, opening a new position worth an estimated $241M. The largest seller was Amundi Asset Management US, exiting entirely with an estimated $174M sold.
- 776 institutional investors held Eaton (ETN) as of Q3 2015, down from 828 in Q2 2015.
- Funds reported $18B of Eaton stock for Q3 2015, down 24% quarter-over-quarter.
- 61 funds opened new Eaton positions in Q3 2015 and 106 closed out, a net change of -45 holders.
- The largest Eaton buyer in Q3 2015 was Viking Global Investors, an estimated $241M added.
- The largest Eaton seller in Q3 2015 was Amundi Asset Management US, an estimated $174M sold.
Based on aggregated 13F filings for Q3 2015.