Eaton
ETN
1,815 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.
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 → 1,815 (+160)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.17B |
| 2 |
JP Morgan Chase
New York
|
+$560M |
| 3 |
BlackRock
New York
|
+$262M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$203M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$174M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$634M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$225M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$156M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$155M |
| 5 |
Amundi
Paris,
France
|
-$120M |
ETN Hedge Fund Activity: Q4 2023 in Review
1,815 of the 6,859 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.
- 1,815 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.