Eaton
ETN
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.
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: 24 → 29 (+5)
12% more capital invested
Capital invested by funds: $50.6B → $56.6B (+$6.03B)
3% more funds holding
Funds holding: 1,487 → 1,525 (+38)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.13B |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$285M |
| 3 |
State Street
Boston,
Massachusetts
|
+$226M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$148M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$127M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$344M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$236M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$214M |
| 4 |
BlackRock
New York
|
-$206M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$129M |
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 1,487 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.