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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.

New
Increased
Maintained
Reduced
Closed

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: 739779 (+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: 3333 (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

Holders
779
Holders Change
+40
Holders Change %
+5.41%
% of All Funds
22.61%
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.96%
New
97
Increased
302
Reduced
306
Closed
51
Calls
$239M
Puts
$218M
Net Calls
+$21.3M
Net Calls Change
+$25.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.13B -$169M -2,376,875 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.72B +$25.9M +364,658 +2%
State Street
3
State Street
Massachusetts
$1.54B +$77.5M +1,088,950 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.2B -$59.4M -834,254 -5%
BIT
5
BlackRock Institutional Trust
California
$934M -$5.64M -79,231 -0.6%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$885M -$30.3M -425,599 -4%
Norges Bank
7
Norges Bank
Norway
$708M -$12.3M -173,264 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$649M +$6.01M +84,529 +1%
Northern Trust
9
Northern Trust
Illinois
$642M -$2.58M -36,270 -0.4%
Bank of America
10
Bank of America
North Carolina
$596M -$12.5M -175,555 -2%
Wells Fargo
11
Wells Fargo
California
$558M +$16.1M +226,238 +3%
Ameriprise
12
Ameriprise
Minnesota
$547M -$240M -3,376,025 -32%
BFA
13
BlackRock Fund Advisors
California
$473M +$2.47M +34,697 +0.6%
JP Morgan Chase
14
JP Morgan Chase
New York
$440M +$115M +1,613,440 +39%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$391M -$869K -12,220 -0.2%
BA
16
BlackRock Advisors
Delaware
$357M +$24.6M +346,375 +8%
AllianceBernstein
17
AllianceBernstein
Tennessee
$349M +$45.6M +641,412 +16%
WI
18
WHV Investments
California
$321M -$31.5M -442,384 -9%
CGT
19
Capital Guardian Trust
California
$317M -$14.1M -198,156 -5%
BG
20
BlackRock Group
United Kingdom
$302M +$13.8M +194,066 +5%
LCS
21
Levin Capital Strategies
New York
$299M -$24.4M -342,985 -8%
Morgan Stanley
22
Morgan Stanley
New York
$290M +$130M +1,833,644 +93%
Capital World Investors
23
Capital World Investors
California
$278M -$213M -3,000,000 -45%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$270M +$49.6M +697,669 +24%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$262M +$13.3M +186,246 +6%

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.