Eaton
ETN
779 hedge funds and large institutions have $27.6B invested in Eaton in 2013 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 302 increasing their positions, 306 reducing their positions, and 51 closing their positions.
90% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 51
10% more capital invested
Capital invested by funds: $25.2B → $27.6B (+$2.48B)
5% more funds holding
Funds holding: 739 → 779 (+40)
10% more call options, than puts
Call options by funds: $239M | Put options by funds: $218M
0% more funds holding in top 10
Funds holding in top 10: 33 → 33 (0)
0.67% less ownership
Funds ownership: 77.23% → 76.56% (-0.67%)
1% less repeat investments, than reductions
Existing positions increased: 302 | Existing positions reduced: 306
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$130M |
| 2 |
JP Morgan Chase
New York
|
+$115M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$107M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$79.8M |
| 5 |
State Street
Boston,
Massachusetts
|
+$77.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$240M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$213M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$169M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$83.5M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$80.1M |
ETN Hedge Fund Activity: Q4 2013 in Review
779 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2013, worth a combined $27.6B — up 9.9% from $25.2B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new ETN positions and 51 closed out — a net gain of 46 holders — while 302 added to existing stakes and 306 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $130M. The largest seller was Ameriprise, cutting an estimated $240M.
- 779 institutional investors held Eaton (ETN) as of Q4 2013, up from 739 in Q3 2013.
- Funds reported $27.6B of Eaton stock for Q4 2013, up 9.9% quarter-over-quarter.
- 97 funds opened new Eaton positions in Q4 2013 and 51 closed out, a net change of +46 holders.
- The largest Eaton buyer in Q4 2013 was Morgan Stanley, an estimated $130M added.
- The largest Eaton seller in Q4 2013 was Ameriprise, an estimated $240M sold.
Based on aggregated 13F filings for Q4 2013.