Eaton
ETN
1,307 hedge funds and large institutions have $44.4B invested in Eaton in 2021 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 429 increasing their positions, 500 reducing their positions, and 91 closing their positions.
132% more call options, than puts
Call options by funds: $295M | Put options by funds: $127M
93% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 91
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
16% more capital invested
Capital invested by funds: $38.2B → $44.4B (+$6.17B)
6% more funds holding
Funds holding: 1,230 → 1,307 (+77)
0.8% more ownership
Funds ownership: 79.78% → 80.57% (+0.8%)
14% less repeat investments, than reductions
Existing positions increased: 429 | Existing positions reduced: 500
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$340M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$280M |
| 3 |
JP Morgan Chase
New York
|
+$204M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$153M |
| 5 |
Swedbank
Stockholm,
Sweden
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$508M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$274M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$135M |
| 4 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$120M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$119M |
ETN Hedge Fund Activity: Q1 2021 in Review
1,307 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2021, worth a combined $44.4B — up 16% from $38.2B a quarter earlier.
Buyers outnumbered sellers: 176 funds opened new ETN positions and 91 closed out — a net gain of 85 holders — while 429 added to existing stakes and 500 trimmed.
The largest buyer was Vanguard Group, adding an estimated $340M. The largest seller was Charles Schwab, cutting an estimated $508M.
- 1,307 institutional investors held Eaton (ETN) as of Q1 2021, up from 1,230 in Q4 2020.
- Funds reported $44.4B of Eaton stock for Q1 2021, up 16% quarter-over-quarter.
- 176 funds opened new Eaton positions in Q1 2021 and 91 closed out, a net change of +85 holders.
- The largest Eaton buyer in Q1 2021 was Vanguard Group, an estimated $340M added.
- The largest Eaton seller in Q1 2021 was Charles Schwab, an estimated $508M sold.
Based on aggregated 13F filings for Q1 2021.