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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
BIAS
301
Beacon Investment Advisory Services
New Jersey
$4.5M -$139K -1,420 -3%
ProShare Advisors
302
ProShare Advisors
Maryland
$4.5M +$108K +1,106 +3%
CCM
303
Cullen Capital Management
New York
$4.46M -$361K -3,690 -8%
HW
304
Hancock Whitney
Mississippi
$4.43M +$498K +5,097 +13%
AOWM
305
Alpha Omega Wealth Management
Virginia
$4.38M -$178K -1,816 -4%
D.E. Shaw & Co
306
D.E. Shaw & Co
New York
$4.37M -$7.67M -78,440 -65%
Twin Tree Management
307
Twin Tree Management
Texas
$4.37M +$4.19M +42,814 New
HIMCH
308
Hartford Investment Management Co (HIMCO)
Connecticut
$4.27M -$162K -1,653 -4%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$4.25M -$5.62M -57,538 -58%
COPPSERS
310
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.2M +$1.45M +14,881 +57%
HEIP
311
Hudson Edge Investment Partners
New Jersey
$4.2M -$2.09M -21,409 -34%
PAA
312
Peregrine Asset Advisers
Oregon
$4.18M +$4M +40,953 New
ACM
313
Azimuth Capital Management
Michigan
$4.17M +$33.2K +340 +0.8%
AAM
314
Advisors Asset Management
Colorado
$4.17M -$155K -1,583 -4%
EWA
315
Exencial Wealth Advisors
Oklahoma
$4.15M
CAM
316
Carret Asset Management
New York
$4.14M -$114K -1,171 -3%
MYAM
317
Meiji Yasuda Asset Management
Japan
$4.14M -$344K -3,520 -8%
Cambridge Investment Research Advisors
318
Cambridge Investment Research Advisors
Iowa
$4.14M +$800K +8,183 +25%
CAPTRUST Financial Advisors
319
CAPTRUST Financial Advisors
North Carolina
$4.13M -$39.4K -403 -1%
NAM
320
Nissay Asset Management
Japan
$4.12M -$887K -9,077 -18%
DZ Bank
321
DZ Bank
Germany
$4.09M +$1.35M +13,806 +52%
ECM
322
Estabrook Capital Management
New York
$4.09M -$18.7K -191 -0.5%
BF
323
BOK Financial
Oklahoma
$4.07M -$843K -8,625 -18%
CGH
324
Crossmark Global Holdings
Texas
$4.06M -$77.9K -797 -2%
AUB
325
Atlantic Union Bankshares
Virginia
$4.06M -$76.2K -780 -2%

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.