Eaton
ETN
1,621 hedge funds and large institutions have $66.2B invested in Eaton in 2023 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 552 increasing their positions, 626 reducing their positions, and 80 closing their positions.
131% more first-time investments, than exits
New positions opened: 185 | Existing positions closed: 80
63% more call options, than puts
Call options by funds: $790M | Put options by funds: $484M
41% more funds holding in top 10
Funds holding in top 10: 29 → 41 (+12)
17% more capital invested
Capital invested by funds: $56.6B → $66.2B (+$9.6B)
6% more funds holding
Funds holding: 1,525 → 1,621 (+96)
0.51% less ownership
Funds ownership: 83.17% → 82.66% (-0.51%)
12% less repeat investments, than reductions
Existing positions increased: 552 | Existing positions reduced: 626
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$805M |
| 2 |
Coatue Management
New York
|
+$313M |
| 3 |
JP Morgan Chase
New York
|
+$124M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$123M |
| 5 |
CET
Clean Energy Transition
London,
United Kingdom
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$581M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$373M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$117M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$108M |
| 5 |
ClearBridge Investments
New York
|
-$101M |
ETN Hedge Fund Activity: Q2 2023 in Review
1,621 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2023, worth a combined $66.2B — up 17% from $56.6B a quarter earlier.
Buyers outnumbered sellers: 185 funds opened new ETN positions and 80 closed out — a net gain of 105 holders — while 552 added to existing stakes and 626 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $805M. The largest seller was Morgan Stanley, cutting an estimated $581M.
- 1,621 institutional investors held Eaton (ETN) as of Q2 2023, up from 1,525 in Q1 2023.
- Funds reported $66.2B of Eaton stock for Q2 2023, up 17% quarter-over-quarter.
- 185 funds opened new Eaton positions in Q2 2023 and 80 closed out, a net change of +105 holders.
- The largest Eaton buyer in Q2 2023 was Fidelity Investments, an estimated $805M added.
- The largest Eaton seller in Q2 2023 was Morgan Stanley, an estimated $581M sold.
Based on aggregated 13F filings for Q2 2023.