Eaton
ETN
859 hedge funds and large institutions have $25.7B invested in Eaton in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 336 increasing their positions, 328 reducing their positions, and 48 closing their positions.
54% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 48
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
12% more capital invested
Capital invested by funds: $23B → $25.7B (+$2.78B)
2% more funds holding
Funds holding: 843 → 859 (+16)
1.73% more ownership
Funds ownership: 75.67% → 77.4% (+1.7%)
2% more repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 328
1% less call options, than puts
Call options by funds: $188M | Put options by funds: $189M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2B |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$380M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$98.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$66M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$62.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$167M |
| 2 |
Two Sigma Advisers
New York
|
-$78.9M |
| 3 |
Two Sigma Investments
New York
|
-$77.5M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$43M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
901
Bruderman Asset Management
Locust Valley,
New York
| – | -$26K | -387 | Closed |
|
902
EARNEST Partners
Atlanta,
Georgia
| – | -$17K | -250 | Closed |
|
|
SIG
903
Stanford Investment Group
Mountain View,
California
| – | -$11K | -160 | Closed |
|
|
TG
904
TLP Group
Evanston,
Illinois
| – | -$8K | -121 | Closed |
|
|
IPC
905
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$7K | -111 | Closed |
|
|
HIIFS
906
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$7K | -100 | Closed |
|
|
DPA
907
Delphi Private Advisors
San Diego,
California
| – | -$3K | -46 | Closed |
|
|
BCMIO
908
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | +$71 | +1 | New |
|
ETN Hedge Fund Activity: Q1 2017 in Review
859 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2017, worth a combined $25.7B — up 12% from $23B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new ETN positions and 48 closed out — a net gain of 26 holders — while 336 added to existing stakes and 328 trimmed.
The largest buyer was BlackRock, adding an estimated $2B. The largest seller was Viking Global Investors, exiting entirely with an estimated $167M sold.
- 859 institutional investors held Eaton (ETN) as of Q1 2017, up from 843 in Q4 2016.
- Funds reported $25.7B of Eaton stock for Q1 2017, up 12% quarter-over-quarter.
- 74 funds opened new Eaton positions in Q1 2017 and 48 closed out, a net change of +26 holders.
- The largest Eaton buyer in Q1 2017 was BlackRock, an estimated $2B added.
- The largest Eaton seller in Q1 2017 was Viking Global Investors, an estimated $167M sold.
Based on aggregated 13F filings for Q1 2017.