Eaton
ETN
1,486 hedge funds and large institutions have $50.6B invested in Eaton in 2022 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 546 increasing their positions, 500 reducing their positions, and 80 closing their positions.
173% more first-time investments, than exits
New positions opened: 218 | Existing positions closed: 80
98% more call options, than puts
Call options by funds: $530M | Put options by funds: $267M
20% more funds holding in top 10
Funds holding in top 10: 20 → 24 (+4)
16% more capital invested
Capital invested by funds: $43.6B → $50.6B (+$7.02B)
8% more funds holding
Funds holding: 1,378 → 1,486 (+108)
9% more repeat investments, than reductions
Existing positions increased: 546 | Existing positions reduced: 500
1% less ownership
Funds ownership: 82.04% → 81.04% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$399M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$223M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$222M |
| 4 |
BlackRock
New York
|
+$144M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$450M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$330M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$261M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$127M |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$93.4M |
ETN Hedge Fund Activity: Q4 2022 in Review
1,486 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2022, worth a combined $50.6B — up 16% from $43.6B a quarter earlier.
Buyers outnumbered sellers: 218 funds opened new ETN positions and 80 closed out — a net gain of 138 holders — while 546 added to existing stakes and 500 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $399M. The largest seller was JP Morgan Chase, cutting an estimated $450M.
- 1,486 institutional investors held Eaton (ETN) as of Q4 2022, up from 1,378 in Q3 2022.
- Funds reported $50.6B of Eaton stock for Q4 2022, up 16% quarter-over-quarter.
- 218 funds opened new Eaton positions in Q4 2022 and 80 closed out, a net change of +138 holders.
- The largest Eaton buyer in Q4 2022 was Morgan Stanley, an estimated $399M added.
- The largest Eaton seller in Q4 2022 was JP Morgan Chase, an estimated $450M sold.
Based on aggregated 13F filings for Q4 2022.