Eaton
ETN
830 hedge funds and large institutions have $23.8B invested in Eaton in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 307 increasing their positions, 323 reducing their positions, and 49 closing their positions.
85% more call options, than puts
Call options by funds: $272M | Put options by funds: $148M
59% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 49
2% more funds holding
Funds holding: 810 → 830 (+20)
1.03% more ownership
Funds ownership: 74.26% → 75.29% (+1%)
1% more capital invested
Capital invested by funds: $23.6B → $23.8B (+$200M)
5% less repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 323
14% less funds holding in top 10
Funds holding in top 10: 22 → 19 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$271M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$203M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$133M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$80.8M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$55.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$218M |
| 2 |
JP Morgan Chase
New York
|
-$147M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$128M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$78.2M |
| 5 |
State Street
Boston,
Massachusetts
|
-$71.8M |
ETN Hedge Fund Activity: Q2 2015 in Review
830 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2015, worth a combined $23.8B — up 0.85% from $23.6B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new ETN positions and 49 closed out — a net gain of 29 holders — while 307 added to existing stakes and 323 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $271M. The largest seller was Citadel Advisors, cutting an estimated $218M.
- 830 institutional investors held Eaton (ETN) as of Q2 2015, up from 810 in Q1 2015.
- Funds reported $23.8B of Eaton stock for Q2 2015, up 0.85% quarter-over-quarter.
- 78 funds opened new Eaton positions in Q2 2015 and 49 closed out, a net change of +29 holders.
- The largest Eaton buyer in Q2 2015 was Allianz Asset Management, an estimated $271M added.
- The largest Eaton seller in Q2 2015 was Citadel Advisors, an estimated $218M sold.
Based on aggregated 13F filings for Q2 2015.