We are live on ! Find out more

892 hedge funds and large institutions have $26.6B invested in Eaton in 2017 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 323 increasing their positions, 343 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 67

17% more call options, than puts

Call options by funds: $180M | Put options by funds: $153M

0% more funds holding

Funds holding: 888892 (+4)

0.32% more ownership

Funds ownership: 77.43%77.75% (+0.32%)

2% less capital invested

Capital invested by funds: $27B → $26.6B (-$407M)

6% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 343

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

Holders
892
Holders Change
+4
Holders Change %
+0.45%
% of All Funds
22.24%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
80
Increased
323
Reduced
343
Closed
67
Calls
$180M
Puts
$153M
Net Calls
+$26.3M
Net Calls Change
+$38.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.36B +$6.09M +80,747 +0.3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.36B -$146M -1,929,317 -6%
BlackRock
3
BlackRock
New York
$2.23B +$13.7M +181,608 +0.6%
State Street
4
State Street
Massachusetts
$1.51B -$19.9M -264,052 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.01B +$577M +7,648,119 +137%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$901M +$139M +1,841,605 +19%
Boston Partners
7
Boston Partners
Massachusetts
$679M +$37.7M +499,181 +6%
Norges Bank
8
Norges Bank
Norway
$664M +$15.1M +199,792 +2%
Bank of America
9
Bank of America
North Carolina
$549M +$41.9M +555,842 +8%
Northern Trust
10
Northern Trust
Illinois
$485M +$6.76M +89,568 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$466M -$145M -1,917,935 -24%
Lazard Asset Management
12
Lazard Asset Management
New York
$459M +$8.55M +113,291 +2%
Invesco
13
Invesco
Georgia
$405M -$52.8M -699,696 -12%
Wells Fargo
14
Wells Fargo
California
$398M +$5.25M +69,606 +1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$385M -$292M -3,869,022 -44%
AllianceBernstein
16
AllianceBernstein
Tennessee
$373M -$34.5M -457,073 -9%
Morgan Stanley
17
Morgan Stanley
New York
$361M -$3.97M -52,641 -1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$356M +$5.06M +67,002 +1%
Ameriprise
19
Ameriprise
Minnesota
$321M +$64.9M +859,339 +26%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$296M +$11.3M +149,844 +4%
LAM
21
Lyrical Asset Management
New York
$266M +$11.1M +147,728 +4%
Capital International Investors
22
Capital International Investors
California
$259M -$28.7M -380,322 -10%
Deutsche Bank
23
Deutsche Bank
Germany
$234M +$88.3M +1,170,452 +62%
LCS
24
Levin Capital Strategies
New York
$230M +$31.4M +416,207 +16%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$212M -$35.7M -473,331 -15%

ETN Hedge Fund Activity: Q3 2017 in Review

892 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2017, worth a combined $26.6B — down 1.5% from $27B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ETN positions and 67 closed out — a net gain of 13 holders — while 323 added to existing stakes and 343 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $577M. The largest seller was Fidelity Investments, cutting an estimated $292M.

  • 892 institutional investors held Eaton (ETN) as of Q3 2017, up from 888 in Q2 2017.
  • Funds reported $26.6B of Eaton stock for Q3 2017, down 1.5% quarter-over-quarter.
  • 80 funds opened new Eaton positions in Q3 2017 and 67 closed out, a net change of +13 holders.
  • The largest Eaton buyer in Q3 2017 was JP Morgan Chase, an estimated $577M added.
  • The largest Eaton seller in Q3 2017 was Fidelity Investments, an estimated $292M sold.

Based on aggregated 13F filings for Q3 2017.