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1,007 hedge funds and large institutions have $28B invested in Eaton in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 367 increasing their positions, 393 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $219M | Put options by funds: $151M

30% more funds holding in top 10

Funds holding in top 10: 1013 (+3)

14% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 77

2% more capital invested

Capital invested by funds: $27.5B → $28B (+$439M)

0.84% more ownership

Funds ownership: 79.15%79.99% (+0.84%)

0% more funds holding

Funds holding: 1,0061,007 (+1)

7% less repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 393

Holders
1,007
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
23.08%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.3%
New
88
Increased
367
Reduced
393
Closed
77
Calls
$219M
Puts
$151M
Net Calls
+$67.7M
Net Calls Change
+$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.5B -$42.6M -519,122 -2%
BlackRock
2
BlackRock
New York
$2.31B -$26.8M -327,083 -1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.11B -$102M -1,244,568 -4%
State Street
4
State Street
Massachusetts
$1.45B -$128M -1,562,007 -8%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.24B +$151M +1,845,396 +14%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.18B -$11.5M -140,138 -0.9%
Norges Bank
7
Norges Bank
Norway
$626M -$54.4M -662,395 -8%
Boston Partners
8
Boston Partners
Massachusetts
$623M -$109M -1,329,833 -15%
Lazard Asset Management
9
Lazard Asset Management
New York
$559M +$24.5M +298,689 +4%
Northern Trust
10
Northern Trust
Illinois
$486M -$12.8M -156,546 -3%
Bank of America
11
Bank of America
North Carolina
$458M -$2.07M -25,220 -0.4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$449M -$32.7M -398,974 -7%
Goldman Sachs
13
Goldman Sachs
New York
$411M +$69.8M +850,549 +20%
Invesco
14
Invesco
Georgia
$394M -$20.4M -248,053 -5%
Wells Fargo
15
Wells Fargo
California
$394M +$33.4M +407,171 +9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$387M +$12M +146,259 +3%
Morgan Stanley
17
Morgan Stanley
New York
$369M -$50.5M -615,199 -12%
Capital International Investors
18
Capital International Investors
California
$342M +$73.3M +892,926 +26%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$306M -$26.8M -326,150 -8%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$300M -$3.91M -47,668 -1%
AllianceBernstein
21
AllianceBernstein
Tennessee
$269M -$71.3M -868,410 -21%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$248M +$49.5M +603,784 +24%
Deutsche Bank
23
Deutsche Bank
Germany
$241M -$30.8M -374,993 -11%
Charles Schwab
24
Charles Schwab
California
$228M +$39.8M +484,780 +20%
LCS
25
Levin Capital Strategies
New York
$223M +$12.3M +150,208 +6%

ETN Hedge Fund Activity: Q1 2018 in Review

1,007 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2018, worth a combined $28B — up 1.6% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new ETN positions and 77 closed out — a net gain of 11 holders — while 367 added to existing stakes and 393 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $151M. The largest seller was State Street, cutting an estimated $128M.

  • 1,007 institutional investors held Eaton (ETN) as of Q1 2018, up from 1,006 in Q4 2017.
  • Funds reported $28B of Eaton stock for Q1 2018, up 1.6% quarter-over-quarter.
  • 88 funds opened new Eaton positions in Q1 2018 and 77 closed out, a net change of +11 holders.
  • The largest Eaton buyer in Q1 2018 was JP Morgan Chase, an estimated $151M added.
  • The largest Eaton seller in Q1 2018 was State Street, an estimated $128M sold.

Based on aggregated 13F filings for Q1 2018.