Eaton
ETN
1,044 hedge funds and large institutions have $29.7B invested in Eaton in 2018 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 345 increasing their positions, 395 reducing their positions, and 63 closing their positions.
80% more funds holding in top 10
Funds holding in top 10: 10 → 18 (+8)
73% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 63
21% more call options, than puts
Call options by funds: $199M | Put options by funds: $164M
17% more capital invested
Capital invested by funds: $25.5B → $29.7B (+$4.23B)
4% more funds holding
Funds holding: 1,006 → 1,044 (+38)
0.43% more ownership
Funds ownership: 78.81% → 79.24% (+0.43%)
13% less repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 395
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$315M |
| 2 |
Millennium Management
New York
|
+$99.5M |
| 3 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$84.6M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$50.2M |
| 5 |
Bank of New York Mellon
New York
|
+$48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$206M |
| 2 |
JP Morgan Chase
New York
|
-$193M |
| 3 |
Capital International Investors
Los Angeles,
California
|
-$155M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$87.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$79.9M |
ETN Hedge Fund Activity: Q3 2018 in Review
1,044 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2018, worth a combined $29.7B — up 17% from $25.5B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new ETN positions and 63 closed out — a net gain of 46 holders — while 345 added to existing stakes and 395 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $315M. The largest seller was Wellington Management Group, cutting an estimated $206M.
- 1,044 institutional investors held Eaton (ETN) as of Q3 2018, up from 1,006 in Q2 2018.
- Funds reported $29.7B of Eaton stock for Q3 2018, up 17% quarter-over-quarter.
- 109 funds opened new Eaton positions in Q3 2018 and 63 closed out, a net change of +46 holders.
- The largest Eaton buyer in Q3 2018 was LSV Asset Management, an estimated $315M added.
- The largest Eaton seller in Q3 2018 was Wellington Management Group, an estimated $206M sold.
Based on aggregated 13F filings for Q3 2018.