Eaton
ETN
1,309 hedge funds and large institutions have $47.5B invested in Eaton in 2021 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 497 increasing their positions, 462 reducing their positions, and 100 closing their positions.
84% more call options, than puts
Call options by funds: $311M | Put options by funds: $169M
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
21% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 100
7% more capital invested
Capital invested by funds: $44.3B → $47.5B (+$3.18B)
8% more repeat investments, than reductions
Existing positions increased: 497 | Existing positions reduced: 462
0% more funds holding
Funds holding: 1,305 → 1,309 (+4)
0.37% less ownership
Funds ownership: 80.65% → 80.28% (-0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$368M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$261M |
| 3 |
ClearBridge Investments
New York
|
+$160M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$133M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$327M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$194M |
| 3 |
BlackRock
New York
|
-$191M |
| 4 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$127M |
| 5 |
Millennium Management
New York
|
-$83.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AP
1401
Atwood & Palmer
Kansas City,
Missouri
| – | -$28K | -200 | Closed |
|
|
MWM
1402
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$21K | -150 | Closed |
|
|
NIC
1403
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$18K | -130 | Closed |
|
|
MWP
1404
Meridian Wealth Partners
Exton,
Pennsylvania
| – | -$17K | -125 | Closed |
|
|
HIM
1405
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$10K | -70 | Closed |
|
|
RWM
1406
RBA Wealth Management
Newport Beach,
California
| – | -$4.84K | -35 | Closed |
|
|
FWM
1407
Filbrandt Wealth Management
Middleton,
Wisconsin
| – | -$3K | -25 | Closed |
|
|
TSW
1408
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$3K | -20 | Closed |
|
1409
Fidelity International
Hamilton,
Bermuda
| – | -$2K | -13 | Closed |
|
ETN Hedge Fund Activity: Q2 2021 in Review
1,309 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2021, worth a combined $47.5B — up 7.2% from $44.3B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new ETN positions and 100 closed out — a net gain of 21 holders — while 497 added to existing stakes and 462 trimmed.
The largest buyer was DZ Bank, adding an estimated $368M. The largest seller was Ameriprise, cutting an estimated $327M.
- 1,309 institutional investors held Eaton (ETN) as of Q2 2021, up from 1,305 in Q1 2021.
- Funds reported $47.5B of Eaton stock for Q2 2021, up 7.2% quarter-over-quarter.
- 121 funds opened new Eaton positions in Q2 2021 and 100 closed out, a net change of +21 holders.
- The largest Eaton buyer in Q2 2021 was DZ Bank, an estimated $368M added.
- The largest Eaton seller in Q2 2021 was Ameriprise, an estimated $327M sold.
Based on aggregated 13F filings for Q2 2021.