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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.

New
Increased
Maintained
Reduced
Closed

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: 4754 (+7)

10% more funds holding

Funds holding: 1,6541,815 (+161)

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

Holders
1,815
Holders Change
+161
Holders Change %
+9.73%
% of All Funds
26.46%
Holding in Top 10
54
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.89%
% of All Funds
0.79%
New
266
Increased
630
Reduced
664
Closed
80
Calls
$963M
Puts
$522M
Net Calls
+$441M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$109M +$21.2M +96,132 +27%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$106M +$999K +4,525 +1%
Principal Financial Group
78
Principal Financial Group
Iowa
$106M -$478K -2,164 -0.5%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$105M +$2.53M +11,460 +3%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$102M -$44.1M -199,808 -32%
Victory Capital Management
81
Victory Capital Management
Texas
$99M -$7.49M -33,949 -8%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$96.9M +$32.2M +146,056 +57%
HTC
83
Haverford Trust Company
Pennsylvania
$93.8M +$506K +2,291 +0.6%
FMI
84
Fiduciary Management Inc
Wisconsin
$93.5M -$4.97M -22,517 -5%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$93.3M -$3.51M -15,902 -4%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$92.6M +$6.61M +29,962 +8%
Mariner
87
Mariner
Kansas
$92.1M +$2.18M +9,880 +3%
LPL Financial
88
LPL Financial
California
$90.4M +$5.44M +24,631 +7%
Federated Hermes
89
Federated Hermes
Pennsylvania
$88.3M -$10.1M -45,610 -11%
WJWM
90
Williams Jones Wealth Management
New York
$87.3M +$24.2M +109,861 +43%
SAM
91
Silvercrest Asset Management
New York
$87.3M +$2.05M +9,291 +3%
First Trust Advisors
92
First Trust Advisors
Illinois
$86.7M -$26.3M -119,366 -25%
HA
93
Homestead Advisers
Virginia
$82.7M +$155K +700 +0.2%
AM
94
AGF Management
Ontario, Canada
$82.3M -$3.76M -17,047 -5%
Mitsubishi UFJ Trust & Banking
95
Mitsubishi UFJ Trust & Banking
Japan
$82.2M -$572K -2,592 -0.8%
EIP
96
Epoch Investment Partners
New York
$79M -$3.64M -16,476 -5%
Schroder Investment Management Group
97
Schroder Investment Management Group
United Kingdom
$78.8M +$575K +2,607 +0.8%
Citigroup
98
Citigroup
New York
$78.3M -$4.54M -20,574 -6%
HighTower Advisors
99
HighTower Advisors
Illinois
$76M -$4.76M -21,547 -6%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$75.7M -$2.04M -9,221 -3%

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 1,654 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.