Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Corp plc (ETN)

2K + Investors. Track Smart Money conviction in ETN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +76
Streak
4Q ▲
Buyers last Q
56%

Smart Money Signals — ETN

Based on 2514 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added ETN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,514 hedge funds hold ETN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+363 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

1345 buying1064 selling
Last quarter: 1,345 funds bought or added vs 1,064 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-41 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 300 → 223 → 305 → 264. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new
1,610 out of 2,514 hedge funds have held ETN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+5% value, -19% shares)

Value
+5%
Shares
-19%
Last quarter: total value of institutional ETN holdings rose +5% even though funds reduced share count by 19%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~264 new funds/quarter

181 → 300 → 223 → 305 → 264 new funds/Q
New funds entering each quarter: 300 → 223 → 305 → 264. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 20% newcomers

■ 64% veterans ■ 16% 1-2yr ■ 20% new
Entry-cohort mix of 2,577 holders: 1,645 (64%) are 2+ year veterans, 410 entered 1–2 years ago, and 522 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
63 of 2502 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in ETN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ETN

In 2026 Q1, 1345 hedge funds were net buyers of ETN (264 opened a new position, 1081 added to an existing one), while 1064 reduced or exited (876 trimmed, 188 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in ETN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +76 funds (more new holders than closures). Total institutional holders: 2514.

Hedge Fund Ownership: ETN

How many hedge funds hold ETN — quarterly history vs. share price
Quarterly hedge fund ownership of ETN vs. share price

Market Analysis: ETN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ETN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Eaton Corp plc (ETN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ETN has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
ETN
+9.4%
XLI
-76.3%

ETN outperformed XLI by +85.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
ETN
-2.0%
XLI
-6.5%

Since the filing became public, ETN outperformed XLI by +4.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

110 top-rated funds 48 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
5.9
/ 10
conviction
Hedge Fund Positioning: ETN
2K + Investors

Track Smart Money conviction in ETN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2479 2437 1.72%
13F Shares 312M 386M -19.17%
Total Value $109.04B $103.62B 5.23%
New Positions 254 305 -51
Increased Positions 1054 909 +145
Closed Positions 212 226 -14
Reduced Positions 852 892 -40
Total Calls 31 39 -20.51%
Total Puts 44 37 18.92%
PUT/CALL Ratio 1.42 0.95 Bearish

Statistics: ETN

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ETN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 ETN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Berry Wealth Group, LP 8.30% 6,208 $2.2M
2 Eliot Finkel Investment Counsel, LLC 7.12% 36,619 $13.1M
3 J. Stern & Co. LLP 5.95% 171,546 $61.4M
4 Coatue Management LLC 5.85% 4,748,498 $1.70B
5 Two Point Capital Management, Inc. 5.76% 36,860 $13.2M
6 Spring Capital Management, LLC 5.75% 31,785 $11.4M
7 Summerhill Capital Management lnc. 5.15% 16,491 $5.9M
8 J. L. Bainbridge & Co., Inc. 5.04% 158,416 $56.7M
9 Covalis Capital LLP 4.47% 203,223 $72.7M
10 Delta Asset Management LLC/Tn 4.46% 136,779 $48.9M
11 SMA Capital LLC 4.35% 28,200 $10.1M
12 Westhampton Capital, LLC 4.34% 25,962 $9.3M
13 Munro Partners 3.98% 328,527 $117.5M
14 Ayrshire Capital Management LLC 3.83% 20,721 $7.4M
15 Reliant Investment Management, LLC 3.83% 22,235 $8.0M
16 Regents Gate Capital LLP 3.72% 48,779 $17.4M
17 Private Harbour Investment Management & Counsel, LLC 3.71% 9,450 $3.4M
18 Guinness Asset Management LTD 3.69% 599,911 $213.9M
19 Pegasus Asset Management, Inc. 3.66% 31,982 $11.4M
20 Game Plan Financial Advisors, LLC 3.60% 22,357 $8.0M
21 Campbell Newman Asset Management Inc 3.57% 123,177 $44.1M
22 Nan Shan Life Insurance Co., Ltd. 3.56% 275,247 $98.4M
23 Clough Capital Partners L P 3.45% 100,255 $35.9M
24 Raub Brock Capital Management LP 3.41% 37,654 $13.5M
25 Haverford Financial Services, Inc. 3.35% 31,474 $11.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Eaton Corp plc (ETN)

What does the Smart Money Trend signal show for ETN?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added ETN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ETN?

Slight buying edge — 56% buying: Last quarter: 1,345 funds bought or added vs 1,064 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ETN holders?

Elite ownership — 50% AUM from top-100 funds: 63 of 2502 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in ETN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ETN?

64% of holders stayed for 2+ years: 1,610 out of 2,514 hedge funds have held ETN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Eaton Corp plc (ETN) following the 2026 Q1 hedge fund 13F filings?

As of today, ETN has moved -2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -6.5% for the XLI sector ETF — an outperformance of +4.5%. Since the quarter end (March 31, 2026), ETN has gained +9.4% vs -76.3% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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