Eaton
ETN
1,006 hedge funds and large institutions have $27.5B invested in Eaton in 2017 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 353 increasing their positions, 351 reducing their positions, and 43 closing their positions.
288% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 43
14% more call options, than puts
Call options by funds: $224M | Put options by funds: $196M
13% more funds holding
Funds holding: 892 → 1,006 (+114)
1.4% more ownership
Funds ownership: 77.75% → 79.15% (+1.4%)
4% more capital invested
Capital invested by funds: $26.5B → $27.5B (+$984M)
1% more repeat investments, than reductions
Existing positions increased: 353 | Existing positions reduced: 351
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$249M |
| 2 |
Goldman Sachs
New York
|
+$127M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
+$103M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$88M |
| 5 |
Two Sigma Investments
New York
|
+$86.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
Lyrical Asset Management
New York
|
-$266M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$234M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$151M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$109M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$103M |
ETN Hedge Fund Activity: Q4 2017 in Review
1,006 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2017, worth a combined $27.5B — up 3.7% from $26.5B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new ETN positions and 43 closed out — a net gain of 124 holders — while 353 added to existing stakes and 351 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $249M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $266M sold.
- 1,006 institutional investors held Eaton (ETN) as of Q4 2017, up from 892 in Q3 2017.
- Funds reported $27.5B of Eaton stock for Q4 2017, up 3.7% quarter-over-quarter.
- 167 funds opened new Eaton positions in Q4 2017 and 43 closed out, a net change of +124 holders.
- The largest Eaton buyer in Q4 2017 was Massachusetts Financial Services, an estimated $249M added.
- The largest Eaton seller in Q4 2017 was Lyrical Asset Management, an estimated $266M sold.
Based on aggregated 13F filings for Q4 2017.