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Eaton
ETN

739 hedge funds and large institutions have $25.2B invested in Eaton in 2013 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 279 increasing their positions, 293 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

2% more funds holding

Funds holding: 728 → 739 (+11)

3% more capital invested

Capital invested by funds: $24.3B → $25.2B (+$848M)

2% less call options, than puts

Call options by funds: $204M | Put options by funds: $208M

5% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 293

1.14% less ownership

Funds ownership: 78.37% → 77.23% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 37 → 33 (-4)

Holders
739
Holders Change
+11
Holders Change %
+1.51%
% of All Funds
23.96%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
1.07%
New
80
Increased
279
Reduced
293
Closed
60
Calls
$204M
Puts
$208M
Net Calls
-$4.01M
Net Calls Change
-$43.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$252M
2
JP Morgan Chase
JP Morgan Chase
New York
+$115M
3
Lazard Asset Management
Lazard Asset Management
New York
+$61.5M
4
Invesco
Invesco
Georgia
+$55.3M
5
BA
BlackRock Advisors
Delaware
+$53.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$228M
2
PHS
PFM Health Sciences
California
-$137M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$110M
4
O
OppenheimerFunds
New York
-$90.1M
5
American Century Companies
American Century Companies
Missouri
-$87.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
776
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$342K -5,204 Closed
GVT
777
Genesee Valley Trust
New York
– -$291K -4,422 Closed
Capstone Investment Advisors
778
Capstone Investment Advisors
New York
– -$283K -4,221 Closed
III
779
Independent Investors Inc
New York
– -$263K -4,000 Closed
Verition Fund Management
780
Verition Fund Management
Connecticut
– -$259K -3,932 Closed
CC
781
Courier Capital
New York
– -$247K -3,759 Closed
AL
782
Airain Ltd
Guernsey
– -$234K -3,552 Closed
BCI
783
Brinker Capital Investments
Pennsylvania
– -$215K -3,265 Closed
AFG
784
Albion Financial Group
Utah
– -$208K -3,160 Closed
WTB
785
Washington Trust Bank
Washington
– -$205K -3,108 Closed
OAC
786
OMERS Administration Corp
Ontario, Canada
– -$204K -3,100 Closed
WIC
787
Woodmont Investment Counsel
Tennessee
– -$200K -3,042 Closed
FHB
788
First Hawaiian Bank
Hawaii
– -$160K -2,439 Closed
ST
789
Spot Trading
Illinois
– -$118K -1,750 Closed
WAM
790
Wood Asset Management
Florida
– -$109K -1,654 Closed
CC
791
Colrain Capital
Massachusetts
– -$66K -1,000 Closed
TSWM
792
Triangle Securities Wealth Management
North Carolina
– -$61K -929 Closed
AAC
793
Asset Advisors Corp
Georgia
– -$51K -774 Closed
ECAM
794
East Coast Asset Management
Massachusetts
– -$37K -557 Closed
HRIA
795
Haberer Registered Investment Advisor
Ohio
– -$26K -400 Closed
CW
796
Cobiz Wealth
Colorado
– -$20K -308 Closed
FMP
797
Financial Management Professionals
Texas
– -$18K -272 Closed
PFS
798
Penseco Financial Services
Pennsylvania
– -$7K -100 Closed
SMA
799
Simply Money Advisors
Ohio
– -$3K -46 Closed
28 29 30 31
32

ETN Hedge Fund Activity: Q3 2013 in Review

739 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2013, worth a combined $25.2B — up 3.5% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ETN positions and 60 closed out — a net gain of 20 holders — while 279 added to existing stakes and 293 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $252M. The largest seller was Capital World Investors, cutting an estimated $228M.

  • 739 institutional investors held Eaton (ETN) as of Q3 2013, up from 728 in Q2 2013.
  • Funds reported $25.2B of Eaton stock for Q3 2013, up 3.5% quarter-over-quarter.
  • 80 funds opened new Eaton positions in Q3 2013 and 60 closed out, a net change of +20 holders.
  • The largest Eaton buyer in Q3 2013 was Fidelity Investments, an estimated $252M added.
  • The largest Eaton seller in Q3 2013 was Capital World Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q3 2013.