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1,109 hedge funds and large institutions have $32.6B invested in Eaton in 2020 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 356 increasing their positions, 465 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $266M | Put options by funds: $150M

52% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 65

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

17% more capital invested

Capital invested by funds: $28B → $32.6B (+$4.62B)

2% more funds holding

Funds holding: 1,0891,109 (+20)

0.08% less ownership

Funds ownership: 80.01%79.94% (-0.08%)

23% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 465

Holders
1,109
Holders Change
+20
Holders Change %
+1.84%
% of All Funds
22.37%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.3%
New
99
Increased
356
Reduced
465
Closed
65
Calls
$266M
Puts
$150M
Net Calls
+$116M
Net Calls Change
-$723K
Name Holding Trade Value Shares
Change
Change in
Stake
LNB
251
Ledyard National Bank
$6.07M -$124K -1,264 -2%
MC
252
Moors & Cabot
Massachusetts
$6.04M +$142K +1,453 +3%
PP
253
Prospector Partners
Connecticut
$6.03M +$24.4K +250 +0.4%
TW
254
Transform Wealth
Colorado
$5.99M +$496K +5,070 +9%
SLAM
255
Swiss Life Asset Management
$5.94M -$71.6K -732 -1%
DA
256
Denali Advisors
California
$5.88M -$684K -7,000 -11%
ACM
257
Advisors Capital Management
New Jersey
$5.87M -$89.5K -916 -2%
RP
258
Rice Partnership
Hawaii
$5.87M +$479K +4,904 +9%
WTFG
259
Wells Trecaso Financial Group
Ohio
$5.87M -$84.5K -864 -1%
CIC
260
Cornercap Investment Counsel
Georgia
$5.84M -$441K -4,512 -7%
FNT
261
First National Trust
Pennsylvania
$5.76M -$357K -3,657 -6%
FNT
262
First Nebraska Trust
Nebraska
$5.76M -$24.2K -248 -0.4%
MSA
263
Mason Street Advisors
Wisconsin
$5.73M -$89.1K -911 -2%
GHA
264
GW Henssler & Associates
Georgia
$5.71M +$57.2K +585 +1%
BFG
265
Beacon Financial Group
Texas
$5.68M -$308K -3,148 -5%
RWP
266
RWA Wealth Partners
Massachusetts
$5.65M +$230K +2,352 +4%
LNC
267
Lincoln National Corp
Pennsylvania
$5.61M -$83.7K -856 -2%
MLICM
268
Metropolitan Life Insurance Company (MetLife)
New York
$5.57M -$235K -2,402 -4%
WIC
269
WealthBridge Investment Counsel
Alberta, Canada
$5.54M +$4.89K +50 +0.1%
BIM
270
Bridges Investment Management
Nebraska
$5.53M -$269K -2,749 -5%
PAM
271
Private Asset Management
California
$5.5M -$39.1K -400 -0.7%
BCI
272
Brinker Capital Investments
Pennsylvania
$5.43M +$4.12M +42,186 +381%
Capital World Investors
273
Capital World Investors
California
$5.42M +$5.19M +53,100 New
PI
274
PineBridge Investments
New York
$5.4M -$7.13M -72,931 -58%
WJWM
275
Williams Jones Wealth Management
New York
$5.39M +$1.08M +11,085 +27%

ETN Hedge Fund Activity: Q3 2020 in Review

1,109 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2020, worth a combined $32.6B — up 17% from $28B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ETN positions and 65 closed out — a net gain of 34 holders — while 356 added to existing stakes and 465 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $317M. The largest seller was Nordea Investment Management, cutting an estimated $66.6M.

  • 1,109 institutional investors held Eaton (ETN) as of Q3 2020, up from 1,089 in Q2 2020.
  • Funds reported $32.6B of Eaton stock for Q3 2020, up 17% quarter-over-quarter.
  • 99 funds opened new Eaton positions in Q3 2020 and 65 closed out, a net change of +34 holders.
  • The largest Eaton buyer in Q3 2020 was JP Morgan Chase, an estimated $317M added.
  • The largest Eaton seller in Q3 2020 was Nordea Investment Management, an estimated $66.6M sold.

Based on aggregated 13F filings for Q3 2020.