Eaton
ETN
888 hedge funds and large institutions have $27B invested in Eaton in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 330 increasing their positions, 352 reducing their positions, and 45 closing their positions.
78% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 45
3% more funds holding
Funds holding: 859 → 888 (+29)
5% more capital invested
Capital invested by funds: $25.7B → $27B (+$1.23B)
0.03% more ownership
Funds ownership: 77.4% → 77.43% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
6% less call options, than puts
Call options by funds: $183M | Put options by funds: $195M
6% less repeat investments, than reductions
Existing positions increased: 330 | Existing positions reduced: 352
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$85M |
| 2 |
JP Morgan Chase
New York
|
+$81.6M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$72.2M |
| 4 |
Millennium Management
New York
|
+$65.9M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$57.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$380M |
| 2 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$94.2M |
| 3 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$67.4M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$52.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$35.5M |
ETN Hedge Fund Activity: Q2 2017 in Review
888 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2017, worth a combined $27B — up 4.8% from $25.7B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new ETN positions and 45 closed out — a net gain of 35 holders — while 330 added to existing stakes and 352 trimmed.
The largest buyer was Boston Partners, adding an estimated $85M. The largest seller was Wellington Management Group, cutting an estimated $380M.
- 888 institutional investors held Eaton (ETN) as of Q2 2017, up from 859 in Q1 2017.
- Funds reported $27B of Eaton stock for Q2 2017, up 4.8% quarter-over-quarter.
- 80 funds opened new Eaton positions in Q2 2017 and 45 closed out, a net change of +35 holders.
- The largest Eaton buyer in Q2 2017 was Boston Partners, an estimated $85M added.
- The largest Eaton seller in Q2 2017 was Wellington Management Group, an estimated $380M sold.
Based on aggregated 13F filings for Q2 2017.