Eaton
ETN
1,345 hedge funds and large institutions have $47.5B invested in Eaton in 2021 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 511 increasing their positions, 465 reducing their positions, and 72 closing their positions.
72% more call options, than puts
Call options by funds: $322M | Put options by funds: $187M
72% more first-time investments, than exits
New positions opened: 124 | Existing positions closed: 72
3% more funds holding
Funds holding: 1,310 → 1,345 (+35)
10% more repeat investments, than reductions
Existing positions increased: 511 | Existing positions reduced: 465
0% less capital invested
Capital invested by funds: $47.5B → $47.5B (-$2.62M)
0.38% less ownership
Funds ownership: 80.28% → 79.9% (-0.38%)
9% less funds holding in top 10
Funds holding in top 10: 22 → 20 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$574M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$201M |
| 3 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$98.9M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$66.6M |
| 5 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
+$66.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$336M |
| 2 |
BlackRock
New York
|
-$216M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$180M |
| 4 |
UIM
USS Investment Management
London,
United Kingdom
|
-$170M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$151M |
ETN Hedge Fund Activity: Q3 2021 in Review
1,345 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2021, worth a combined $47.5B — down 0.01% from $47.5B a quarter earlier.
Buyers outnumbered sellers: 124 funds opened new ETN positions and 72 closed out — a net gain of 52 holders — while 511 added to existing stakes and 465 trimmed.
The largest buyer was ClearBridge Investments, adding an estimated $574M. The largest seller was JP Morgan Chase, cutting an estimated $336M.
- 1,345 institutional investors held Eaton (ETN) as of Q3 2021, up from 1,310 in Q2 2021.
- Funds reported $47.5B of Eaton stock for Q3 2021, down 0.01% quarter-over-quarter.
- 124 funds opened new Eaton positions in Q3 2021 and 72 closed out, a net change of +52 holders.
- The largest Eaton buyer in Q3 2021 was ClearBridge Investments, an estimated $574M added.
- The largest Eaton seller in Q3 2021 was JP Morgan Chase, an estimated $336M sold.
Based on aggregated 13F filings for Q3 2021.