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1,525 hedge funds and large institutions have $56.6B invested in Eaton in 2023 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 561 increasing their positions, 571 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 80

65% more call options, than puts

Call options by funds: $523M | Put options by funds: $316M

21% more funds holding in top 10

Funds holding in top 10: 2429 (+5)

12% more capital invested

Capital invested by funds: $50.6B → $56.6B (+$6.03B)

3% more funds holding

Funds holding: 1,4861,525 (+39)

1.47% more ownership

Funds ownership: 81.71%83.17% (+1.5%)

2% less repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 571

Holders
1,525
Holders Change
+39
Holders Change %
+2.62%
% of All Funds
24.3%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.46%
New
153
Increased
561
Reduced
571
Closed
80
Calls
$523M
Puts
$316M
Net Calls
+$207M
Net Calls Change
-$58.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$50.4M +$1.58M +9,477 +3%
LPL Financial
102
LPL Financial
California
$50M +$2.56M +15,358 +6%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$48.6M -$8.22M -49,356 -15%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.9M -$1.9M -11,423 -4%
KeyBank National Association
105
KeyBank National Association
Ohio
$47.4M -$279K -1,675 -0.6%
Allianz Asset Management
106
Allianz Asset Management
Germany
$47.4M -$21.6M -129,895 -32%
Alyeska Investment Group
107
Alyeska Investment Group
Illinois
$46.7M -$51.6M -309,672 -53%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$46.7M +$1.07M +6,429 +2%
Canada Life
109
Canada Life
Manitoba, Canada
$45.5M +$967K +5,811 +2%
TAM
110
Trillium Asset Management
Massachusetts
$45.3M -$561K -3,370 -1%
APG Asset Management
111
APG Asset Management
Netherlands
$44.5M -$2.29M -13,736 -5%
RFC
112
Regions Financial Corp
Alabama
$44.4M -$654K -3,929 -1%
Arrowstreet Capital
113
Arrowstreet Capital
Massachusetts
$43.2M +$40.9M +245,592 +3,753%
Two Sigma Investments
114
Two Sigma Investments
New York
$42.9M -$484K -2,907 -1%
WT
115
Whittier Trust
California
$40.6M +$71.7K +431 +0.2%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$40.2M +$143K +858 +0.4%
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$40M +$416K +2,496 +1%
US Bancorp
118
US Bancorp
Minnesota
$38.7M -$329K -1,978 -0.9%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$37.4M +$11.6M +69,813 +47%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$37.4M +$1.65M +9,920 +5%
ACM
121
Argent Capital Management
Missouri
$37M +$28.3K +170 +0.1%
TAF
122
Tredje AP-fonden
Sweden
$36.6M -$6.49M -39,000 -15%
CFB
123
Cullen/Frost Bankers
Texas
$36.3M -$267K -1,603 -0.8%
RMDI
124
R.M. Davis Inc
Maine
$36.3M +$26.8K +161 +0.1%
CP
125
Cumberland Partners
Ontario, Canada
$35.7M +$6.61M +39,720 +24%

ETN Hedge Fund Activity: Q1 2023 in Review

1,525 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2023, worth a combined $56.6B — up 12% from $50.6B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new ETN positions and 80 closed out — a net gain of 73 holders — while 561 added to existing stakes and 571 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.13B. The largest seller was JP Morgan Chase, cutting an estimated $344M.

  • 1,525 institutional investors held Eaton (ETN) as of Q1 2023, up from 1,486 in Q4 2022.
  • Funds reported $56.6B of Eaton stock for Q1 2023, up 12% quarter-over-quarter.
  • 153 funds opened new Eaton positions in Q1 2023 and 80 closed out, a net change of +73 holders.
  • The largest Eaton buyer in Q1 2023 was Fidelity Investments, an estimated $1.13B added.
  • The largest Eaton seller in Q1 2023 was JP Morgan Chase, an estimated $344M sold.

Based on aggregated 13F filings for Q1 2023.