Eaton
ETN
807 hedge funds and large institutions have $22.5B invested in Eaton in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 300 increasing their positions, 323 reducing their positions, and 60 closing their positions.
35% more call options, than puts
Call options by funds: $180M | Put options by funds: $134M
9% more capital invested
Capital invested by funds: $20.7B → $22.5B (+$1.81B)
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
3% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 60
0.2% less ownership
Funds ownership: 75.49% → 75.28% (-0.2%)
1% less funds holding
Funds holding: 815 → 807 (-8)
7% less repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 323
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$108M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$74.3M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$53.2M |
| 4 |
Morgan Stanley
New York
|
+$39.2M |
| 5 |
Millennium Management
New York
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$156M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$101M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$88.5M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$66.8M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$59.1M |
ETN Hedge Fund Activity: Q3 2016 in Review
807 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2016, worth a combined $22.5B — up 8.8% from $20.7B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new ETN positions and 60 closed out — a net gain of 2 holders — while 300 added to existing stakes and 323 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $108M. The largest seller was ClearBridge Investments, cutting an estimated $156M.
- 807 institutional investors held Eaton (ETN) as of Q3 2016, down from 815 in Q2 2016.
- Funds reported $22.5B of Eaton stock for Q3 2016, up 8.8% quarter-over-quarter.
- 62 funds opened new Eaton positions in Q3 2016 and 60 closed out, a net change of +2 holders.
- The largest Eaton buyer in Q3 2016 was Schroder Investment Management Group, an estimated $108M added.
- The largest Eaton seller in Q3 2016 was ClearBridge Investments, an estimated $156M sold.
Based on aggregated 13F filings for Q3 2016.