Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eaton Corp plc (ETN)

3K + Investors. Track Smart Money conviction in ETN. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +171
Streak
5Q ▲
Buyers last Q
57%

Smart Money Signals — ETN

Based on 2690 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
2,690 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
+393 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 — 57% buying

1448 buying1083 selling
Last quarter: 1,448 funds bought or added vs 1,083 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.
📈

More new buyers each quarter (+52 vs last Q)

new funds entering per quarter
Funds opening a new ETN position: 224 → 306 → 267 → 319. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 19% medium 18% new
1,695 out of 2,690 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.
💎

Buying through price weakness — shares +87%, value +26%

Value
+26%
Shares
+86%
Last quarter: funds added +87% more shares while total portfolio value only changed +26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

303 → 224 → 306 → 267 → 319 new funds/Q
New funds entering each quarter: 224 → 306 → 267 → 319. A growing number of institutions are discovering ETN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

65% veterans 13% 1-2yr 22% new
Entry-cohort mix of 2,751 holders: 1,800 (65%) are 2+ year veterans, 349 entered 1–2 years ago, and 602 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
68 of 2671 holders are among the 100 largest funds by AUM, controlling 62% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q2, 1448 hedge funds were net buyers of ETN (319 opened a new position, 1129 added to an existing one), while 1083 reduced or exited (935 trimmed, 148 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 62% of total institutional value in ETN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +171 funds (more new holders than closures). Total institutional holders: 2690.

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

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

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Smart Money Signal ?
Broad Consensus, Selective Conviction

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

69 top-rated funds 46 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
5.8
/ 10
conviction
Hedge Fund Positioning: ETN
3K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2648 2519 5.12%
13F Shares 343M 317M 8.25%
Total Value $138.94B $110.53B 25.7%
New Positions 316 267 +49
Increased Positions 1108 1064 +44
Closed Positions 168 190 -22
Reduced Positions 903 863 +40
Total Calls 40 31 29.03%
Total Puts 39 44 -11.36%
PUT/CALL Ratio 0.97 1.42 Neutral

Statistics: ETN

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Financial Highlights

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Institutional Holders (2026 Q2)

3K + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Berry Wealth Group, LP 8.43% 6,160 $2.6M
2 Eliot Finkel Investment Counsel, LLC 7.29% 36,619 $15.6M
3 J. Stern & Co. LLP 6.83% 169,915 $72.4M
4 Spring Capital Management, LLC 6.51% 31,383 $13.4M
5 Two Point Capital Management, Inc. 6.27% 36,515 $15.6M
6 Summerhill Capital Management lnc. 5.77% 16,964 $7.2M
7 J. L. Bainbridge & Co., Inc. 5.25% 156,430 $66.7M
8 Delta Asset Management LLC/Tn 4.99% 135,303 $57.7M
9 Cna Financial Corp 4.90% 27,500 $11.7M
10 Private Harbour Investment Management & Counsel, LLC 4.76% 9,417 $4.0M
11 Contour Asset Management LLC 4.67% 462,513 $197.1M
12 Westhampton Capital, LLC 4.41% 24,957 $10.6M
13 Coatue Management LLC 4.35% 4,968,415 $2.12B
14 Kids Capital Management, L.P. 4.35% 13,000 $5.5M
15 Ayrshire Capital Management LLC 4.10% 20,567 $8.8M
16 Guinness Asset Management LTD 4.08% 568,814 $241.3M
17 Alta Capital Management LLC/ 3.98% 125,494 $53.5M
18 Haverford Financial Services, Inc. 3.93% 31,271 $13.3M
19 Mcdonald Partners LLC 3.91% 37,797 $16.1M
20 Pegasus Asset Management, Inc. 3.77% 31,384 $11.7M
21 Campbell Newman Asset Management Inc 3.69% 116,585 $49.7M
22 Raub Brock Capital Management LP 3.61% 30,789 $13.1M
23 Game Plan Financial Advisors, LLC 3.54% 22,344 $9.5M
24 Greenfield Seitz Capital Management, LLC 3.53% 27,853 $11.9M
25 Reliant Investment Management, LLC 3.40% 22,397 $9.5M
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 — 5 quarters in a row: For 5 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 — 57% buying: Last quarter: 1,448 funds bought or added vs 1,083 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 — 62% AUM from top-100 funds: 68 of 2671 holders are among the 100 largest funds by AUM, controlling 62% 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?

63% of holders stayed for 2+ years: 1,695 out of 2,690 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.

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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