Eaton
ETN
1,655 hedge funds and large institutions have $70.6B invested in Eaton in 2023 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 561 increasing their positions, 666 reducing their positions, and 86 closing their positions.
65% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 86
48% more call options, than puts
Call options by funds: $839M | Put options by funds: $566M
15% more funds holding in top 10
Funds holding in top 10: 41 → 47 (+6)
7% more capital invested
Capital invested by funds: $66.2B → $70.6B (+$4.42B)
2% more funds holding
Funds holding: 1,622 → 1,655 (+33)
0.34% more ownership
Funds ownership: 82.66% → 83% (+0.34%)
16% less repeat investments, than reductions
Existing positions increased: 561 | Existing positions reduced: 666
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.14B |
| 2 |
JP Morgan Chase
New York
|
+$704M |
| 3 |
Coatue Management
New York
|
+$434M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$344M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$166M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.11B |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$221M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$210M |
| 4 |
BlackRock
New York
|
-$165M |
| 5 |
Morgan Stanley
New York
|
-$123M |
ETN Hedge Fund Activity: Q3 2023 in Review
1,655 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2023, worth a combined $70.6B — up 6.7% from $66.2B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new ETN positions and 86 closed out — a net gain of 56 holders — while 561 added to existing stakes and 666 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.14B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.11B.
- 1,655 institutional investors held Eaton (ETN) as of Q3 2023, up from 1,622 in Q2 2023.
- Funds reported $70.6B of Eaton stock for Q3 2023, up 6.7% quarter-over-quarter.
- 142 funds opened new Eaton positions in Q3 2023 and 86 closed out, a net change of +56 holders.
- The largest Eaton buyer in Q3 2023 was Fidelity Investments, an estimated $1.14B added.
- The largest Eaton seller in Q3 2023 was T. Rowe Price Associates, an estimated $1.11B sold.
Based on aggregated 13F filings for Q3 2023.