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739 hedge funds and large institutions have $25.2B invested in Eaton in 2013 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 279 increasing their positions, 293 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 60

2% more funds holding

Funds holding: 728739 (+11)

3% more capital invested

Capital invested by funds: $24.3B → $25.2B (+$848M)

2% less call options, than puts

Call options by funds: $204M | Put options by funds: $208M

5% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 293

1.14% less ownership

Funds ownership: 78.37%77.23% (-1.1%)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

Holders
739
Holders Change
+11
Holders Change %
+1.51%
% of All Funds
23.96%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
1.07%
New
80
Increased
279
Reduced
293
Closed
60
Calls
$204M
Puts
$208M
Net Calls
-$4.01M
Net Calls Change
-$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.09B +$18.1M +269,799 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.53B +$37.3M +555,867 +3%
State Street
3
State Street
Massachusetts
$1.32B +$37.1M +552,061 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.14B +$252M +3,747,852 +29%
BIT
5
BlackRock Institutional Trust
California
$850M -$11.4M -169,749 -1%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$830M -$15.1M -224,142 -2%
Ameriprise
7
Ameriprise
Minnesota
$727M -$4.2M -62,607 -0.6%
Norges Bank
8
Norges Bank
Norway
$652M -$45.8M -681,660 -7%
Northern Trust
9
Northern Trust
Illinois
$583M -$19.4M -288,362 -3%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$581M +$18.2M +271,619 +3%
Bank of America
11
Bank of America
North Carolina
$551M -$39.3M -585,421 -7%
Wells Fargo
12
Wells Fargo
California
$489M +$15.7M +234,503 +3%
Capital World Investors
13
Capital World Investors
California
$458M -$228M -3,400,000 -34%
BFA
14
BlackRock Fund Advisors
California
$426M +$2.22M +33,076 +0.5%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$354M -$35.7M -531,080 -9%
WI
16
WHV Investments
California
$321M +$19.5M +290,016 +7%
CGT
17
Capital Guardian Trust
California
$301M -$19M -283,325 -6%
BA
18
BlackRock Advisors
Delaware
$299M +$53.4M +795,038 +22%
LCS
19
Levin Capital Strategies
New York
$294M -$12.3M -182,468 -4%
JP Morgan Chase
20
JP Morgan Chase
New York
$287M +$115M +1,712,973 +70%
AllianceBernstein
21
AllianceBernstein
Tennessee
$271M +$4.96M +73,817 +2%
BG
22
BlackRock Group
United Kingdom
$260M +$31.3M +465,808 +14%
Calamos Advisors
23
Calamos Advisors
Illinois
$245M -$2.79M -41,595 -1%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$224M +$8.85M +131,801 +4%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$203M +$25.7M +383,208 +15%

ETN Hedge Fund Activity: Q3 2013 in Review

739 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2013, worth a combined $25.2B — up 3.5% from $24.3B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ETN positions and 60 closed out — a net gain of 20 holders — while 279 added to existing stakes and 293 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $252M. The largest seller was Capital World Investors, cutting an estimated $228M.

  • 739 institutional investors held Eaton (ETN) as of Q3 2013, up from 728 in Q2 2013.
  • Funds reported $25.2B of Eaton stock for Q3 2013, up 3.5% quarter-over-quarter.
  • 80 funds opened new Eaton positions in Q3 2013 and 60 closed out, a net change of +20 holders.
  • The largest Eaton buyer in Q3 2013 was Fidelity Investments, an estimated $252M added.
  • The largest Eaton seller in Q3 2013 was Capital World Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q3 2013.