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Eaton
ETN

1,816 hedge funds and large institutions have $82.2B invested in Eaton in 2023 Q4 according to their latest regulatory filings, with 266 funds opening new positions, 630 increasing their positions, 664 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 266 | Existing positions closed: 80

85% more call options, than puts

Call options by funds: $963M | Put options by funds: $522M

16% more capital invested

Capital invested by funds: $70.6B → $82.2B (+$11.6B)

15% more funds holding in top 10

Funds holding in top 10: 47 → 54 (+7)

10% more funds holding

Funds holding: 1,655 → 1,816 (+161)

2.55% more ownership

Funds ownership: 83% → 85.55% (+2.5%)

5% less repeat investments, than reductions

Existing positions increased: 630 | Existing positions reduced: 664

Holders
1,816
Holders Change
+161
Holders Change %
+9.73%
% of All Funds
26.47%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.79%
New
266
Increased
630
Reduced
664
Closed
80
Calls
$963M
Puts
$522M
Net Calls
+$441M
Net Calls Change
+$168M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.17B
2
JP Morgan Chase
JP Morgan Chase
New York
+$560M
3
BlackRock
BlackRock
New York
+$262M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$203M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$174M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$634M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$225M
3
DZ Bank
DZ Bank
Germany
-$156M
4
Boston Partners
Boston Partners
Massachusetts
-$155M
5
Amundi
Amundi
France
-$120M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
626
Peterson Wealth Services
Utah
$2.89M +$2.65M +11,997 New
ISWM
627
Independent Solutions Wealth Management
New York
$2.87M -$90.7K -411 -3%
USAA
628
United Services Automobile Association
Texas
$2.87M +$266K +1,203 +11%
WB
629
Webster Bank
Connecticut
$2.86M +$90.3K +409 +4%
BCPE
630
Bain Capital Public Equity
Massachusetts
$2.85M -$4.93M -22,331 -65%
MCM
631
Mill Capital Management
North Carolina
$2.84M – – –
PP
632
PDT Partners
New York
$2.84M +$530K +2,400 +26%
BB
633
Busey Bank
Illinois
$2.84M -$2.43K -11 -0.1%
MOS
634
MGO One Seven
Ohio
$2.82M +$132K +598 +5%
BIM
635
Bridges Investment Management
Nebraska
$2.82M -$71.7K -325 -3%
CB
636
Cadence Bank
Mississippi
$2.8M -$53.4K -242 -2%
LFAS
637
Level Four Advisory Services
Texas
$2.8M -$14.1K -64 -0.5%
KM
638
KP Management
Minnesota
$2.77M +$2.54M +11,500 New
DAS
639
Dynamic Advisor Solutions
Arizona
$2.76M +$418K +1,893 +19%
AAM
640
Azzad Asset Management
Virginia
$2.75M +$50.8K +230 +2%
HI
641
Harbour Investments
Wisconsin
$2.74M -$67.8K -307 -3%
NB
642
NBT Bank
New York
$2.73M -$174K -789 -7%
S
643
SignatureFD
Georgia
$2.73M +$81.5K +369 +3%
HAG
644
HighPoint Advisor Group
Illinois
$2.73M +$1.93M +8,739 New
TRIA
645
Trail Ridge Investment Advisors
Colorado
$2.72M – – –
1WA
646
180 Wealth Advisors
Washington
$2.72M +$1.56M +7,061 +164%
VIM
647
Vinva Investment Management
Australia
$2.7M +$1.12M +5,062 +82%
SC
648
Syon Capital
California
$2.7M +$1.47M +6,651 +146%
NMM
649
Naples Money Management
Florida
$2.7M +$2.47M +11,198 New
FTDI
650
First Trust Direct Indexing
Massachusetts
$2.68M +$402K +1,819 +20%
24 25
26
27 28

ETN Hedge Fund Activity: Q4 2023 in Review

1,816 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2023, worth a combined $82.2B — up 16% from $70.6B a quarter earlier.

Buyers outnumbered sellers: 266 funds opened new ETN positions and 80 closed out — a net gain of 186 holders — while 630 added to existing stakes and 664 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.17B. The largest seller was Wellington Management Group, cutting an estimated $634M.

  • 1,816 institutional investors held Eaton (ETN) as of Q4 2023, up from 1,655 in Q3 2023.
  • Funds reported $82.2B of Eaton stock for Q4 2023, up 16% quarter-over-quarter.
  • 266 funds opened new Eaton positions in Q4 2023 and 80 closed out, a net change of +186 holders.
  • The largest Eaton buyer in Q4 2023 was Morgan Stanley, an estimated $2.17B added.
  • The largest Eaton seller in Q4 2023 was Wellington Management Group, an estimated $634M sold.

Based on aggregated 13F filings for Q4 2023.