Eaton
ETN
810 hedge funds and large institutions have $23.6B invested in Eaton in 2015 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 317 increasing their positions, 320 reducing their positions, and 61 closing their positions.
22% more call options, than puts
Call options by funds: $194M | Put options by funds: $158M
8% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 61
0.34% more ownership
Funds ownership: 73.92% → 74.26% (+0.34%)
0% less funds holding
Funds holding: 814 → 810 (-4)
1% less repeat investments, than reductions
Existing positions increased: 317 | Existing positions reduced: 320
1% less capital invested
Capital invested by funds: $23.8B → $23.6B (-$249M)
12% less funds holding in top 10
Funds holding in top 10: 25 → 22 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$182M |
| 2 |
Neuberger Berman Group
New York
|
+$110M |
| 3 |
Capital International Investors
Los Angeles,
California
|
+$83.1M |
| 4 |
Goldman Sachs
New York
|
+$82.2M |
| 5 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$81.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$281M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$96.7M |
| 3 |
SC
Stralem & Co
New York
|
-$73.6M |
| 4 |
State Street
Boston,
Massachusetts
|
-$68.4M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$60.4M |
ETN Hedge Fund Activity: Q1 2015 in Review
810 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2015, worth a combined $23.6B — down 1% from $23.8B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new ETN positions and 61 closed out — a net gain of 5 holders — while 317 added to existing stakes and 320 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $182M. The largest seller was Ameriprise, cutting an estimated $281M.
- 810 institutional investors held Eaton (ETN) as of Q1 2015, down from 814 in Q4 2014.
- Funds reported $23.6B of Eaton stock for Q1 2015, down 1% quarter-over-quarter.
- 66 funds opened new Eaton positions in Q1 2015 and 61 closed out, a net change of +5 holders.
- The largest Eaton buyer in Q1 2015 was Citadel Advisors, an estimated $182M added.
- The largest Eaton seller in Q1 2015 was Ameriprise, an estimated $281M sold.
Based on aggregated 13F filings for Q1 2015.