We are live on ! Find out more

802 hedge funds and large institutions have $27.7B invested in Eaton in 2014 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 318 increasing their positions, 286 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $257M | Put options by funds: $140M

74% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 47

11% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 286

11% more funds holding in top 10

Funds holding in top 10: 2831 (+3)

4% more funds holding

Funds holding: 773802 (+29)

5% more capital invested

Capital invested by funds: $26.4B → $27.7B (+$1.2B)

0.94% more ownership

Funds ownership: 74.11%75.05% (+0.94%)

Holders
802
Holders Change
+29
Holders Change %
+3.75%
% of All Funds
23.05%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.89%
New
82
Increased
318
Reduced
286
Closed
47
Calls
$257M
Puts
$140M
Net Calls
+$117M
Net Calls Change
+$82.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
51
Stralem & Co
New York
$106M -$10.2M -137,285 -9%
American Century Companies
52
American Century Companies
Missouri
$102M -$22.3M -300,870 -19%
EVM
53
Eaton Vance Management
Massachusetts
$98.8M +$1.3M +17,456 +1%
Charles Schwab
54
Charles Schwab
California
$95.9M +$3.84M +51,718 +4%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$90.3M +$2.06M +27,743 +2%
SO
56
STRS Ohio
Ohio
$89.5M +$44.1M +593,948 +105%
CRM
57
Cramer Rosenthal McGlynn
Connecticut
$88.9M -$8.97M -120,925 -9%
KeyBank National Association
58
KeyBank National Association
Ohio
$88.8M -$13.5M -181,883 -14%
BlackRock
59
BlackRock
New York
$88.5M -$16.1M -217,441 -16%
Loomis, Sayles & Company
60
Loomis, Sayles & Company
Massachusetts
$86.8M -$10.3M -138,482 -11%
PI
61
Putnam Investments
Massachusetts
$86.3M +$31.8M +429,036 +62%
HJGA
62
Hardman Johnston Global Advisors
Connecticut
$86.2M +$134K +1,800 +0.2%
DGI
63
Disciplined Growth Investors
Minnesota
$85.5M -$11.4M -153,150 -12%
TA
64
Teachers Advisors
New York
$85M +$930K +12,531 +1%
IGIM
65
I.G. Investment Management
Manitoba, Canada
$83.1M +$61.2M +824,890 +328%
Lazard Asset Management
66
Lazard Asset Management
New York
$82.6M +$2.23M +30,110 +3%
RFC
67
Russell Frank Company
Washington
$80.9M -$7.05M -94,992 -8%
ACM
68
Atlanta Capital Management
Georgia
$79.7M -$2.15M -28,977 -3%
CS
69
Credit Suisse
Switzerland
$76.4M +$4.06M +54,679 +6%
HTC
70
Haverford Trust Company
Pennsylvania
$76.2M +$488K +6,569 +0.7%
FAM
71
Fred Alger Management
New York
$75.4M -$16.1M -217,435 -18%
RIG
72
Roosevelt Investment Group
New York
$74.9M +$13.2M +177,638 +22%
AllianceBernstein
73
AllianceBernstein
Tennessee
$73.9M -$296M -3,993,349 -81%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$73.7M -$2.58M -34,821 -4%
Prudential Financial
75
Prudential Financial
New Jersey
$70.7M +$12.4M +167,146 +22%

ETN Hedge Fund Activity: Q2 2014 in Review

802 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2014, worth a combined $27.7B — up 4.6% from $26.4B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new ETN positions and 47 closed out — a net gain of 35 holders — while 318 added to existing stakes and 286 trimmed.

The largest buyer was Norges Bank, adding an estimated $759M. The largest seller was Fidelity Investments, cutting an estimated $447M.

  • 802 institutional investors held Eaton (ETN) as of Q2 2014, up from 773 in Q1 2014.
  • Funds reported $27.7B of Eaton stock for Q2 2014, up 4.6% quarter-over-quarter.
  • 82 funds opened new Eaton positions in Q2 2014 and 47 closed out, a net change of +35 holders.
  • The largest Eaton buyer in Q2 2014 was Norges Bank, an estimated $759M added.
  • The largest Eaton seller in Q2 2014 was Fidelity Investments, an estimated $447M sold.

Based on aggregated 13F filings for Q2 2014.