Eaton
ETN
812 hedge funds and large institutions have $23.7B invested in Eaton in 2014 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 310 increasing their positions, 310 reducing their positions, and 59 closing their positions.
78% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 59
25% more funds holding in top 10
Funds holding in top 10: 20 → 25 (+5)
23% more call options, than puts
Call options by funds: $193M | Put options by funds: $157M
8% more capital invested
Capital invested by funds: $22B → $23.7B (+$1.71B)
4% more funds holding
Funds holding: 779 → 812 (+33)
0.58% more ownership
Funds ownership: 73.34% → 73.92% (+0.58%)
0% more repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 310
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$123M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$118M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$95.1M |
| 4 |
USSCPF
United States Steel & Carnegie Pension Fund
New York
|
+$90.8M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
+$86.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GE
General Electric
Evendale,
Ohio
|
-$208M |
| 2 |
JP Morgan Chase
New York
|
-$86M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$82.3M |
| 4 |
Calamos Advisors
Naperville,
Illinois
|
-$72.7M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$66.6M |
ETN Hedge Fund Activity: Q4 2014 in Review
812 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2014, worth a combined $23.7B — up 7.8% from $22B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new ETN positions and 59 closed out — a net gain of 46 holders — while 310 added to existing stakes and 310 trimmed.
The largest buyer was Jennison Associates, opening a new position worth an estimated $123M. The largest seller was General Electric, cutting an estimated $208M.
- 812 institutional investors held Eaton (ETN) as of Q4 2014, up from 779 in Q3 2014.
- Funds reported $23.7B of Eaton stock for Q4 2014, up 7.8% quarter-over-quarter.
- 105 funds opened new Eaton positions in Q4 2014 and 59 closed out, a net change of +46 holders.
- The largest Eaton buyer in Q4 2014 was Jennison Associates, an estimated $123M added.
- The largest Eaton seller in Q4 2014 was General Electric, an estimated $208M sold.
Based on aggregated 13F filings for Q4 2014.