Eaton
ETN
794 hedge funds and large institutions have $18B invested in Eaton in 2015 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 262 increasing their positions, 350 reducing their positions, and 73 closing their positions.
33% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 73
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
2% more funds holding
Funds holding: 778 → 794 (+16)
2% more call options, than puts
Call options by funds: $119M | Put options by funds: $116M
0% less capital invested
Capital invested by funds: $18.1B → $18B (-$56.3M)
0.44% less ownership
Funds ownership: 75.33% → 74.89% (-0.44%)
25% less repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 350
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$344M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$177M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$102M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$71.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$209M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$169M |
| 3 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$150M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$134M |
| 5 |
ClearBridge Investments
New York
|
-$108M |
ETN Hedge Fund Activity: Q4 2015 in Review
794 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2015, worth a combined $18B — down 0.31% from $18.1B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new ETN positions and 73 closed out — a net gain of 24 holders — while 262 added to existing stakes and 350 trimmed.
The largest buyer was American International Group, adding an estimated $344M. The largest seller was Viking Global Investors, exiting entirely with an estimated $209M sold.
- 794 institutional investors held Eaton (ETN) as of Q4 2015, up from 778 in Q3 2015.
- Funds reported $18B of Eaton stock for Q4 2015, down 0.31% quarter-over-quarter.
- 97 funds opened new Eaton positions in Q4 2015 and 73 closed out, a net change of +24 holders.
- The largest Eaton buyer in Q4 2015 was American International Group, an estimated $344M added.
- The largest Eaton seller in Q4 2015 was Viking Global Investors, an estimated $209M sold.
Based on aggregated 13F filings for Q4 2015.