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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
CBB
351
Citizens Business Bank
California
$3.38M
BAM
352
Bruderman Asset Management
New York
$3.35M -$255K -2,607 -7%
HIP
353
Harrell Investment Partners
Texas
$3.35M +$3.21M +32,827 New
CIBC World Market
354
CIBC World Market
Ontario, Canada
$3.3M -$1.52M -15,597 -33%
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$3.28M -$1.07M -10,989 -25%
BOCM
356
Bontempo Ohly Capital Management
Maryland
$3.25M +$37.4K +383 +1%
SLA
357
Silver Lake Advisory
Utah
$3.24M -$61.6K -630 -2%
MML Investors Services
358
MML Investors Services
Massachusetts
$3.24M +$809K +8,278 +35%
PAM
359
Pegasus Asset Management
New York
$3.23M +$5.87K +60 +0.2%
OSNBOA
360
Old Second National Bank of Aurora
Illinois
$3.19M -$201K -2,054 -6%
SL
361
Summitry LLC
California
$3.16M -$33.5K -343 -1%
PAI
362
Pittenger & Anderson Inc
Nebraska
$3.16M +$174K +1,785 +6%
BA
363
Bridgewater Associates
Connecticut
$3.15M +$2.47M +25,263 +453%
JIR
364
James Investment Research
Ohio
$3.14M
PCA
365
Providence Capital Advisors
North Carolina
$3.12M -$57.9K -592 -2%
FAB
366
First American Bank
Illinois
$3.06M -$60.2K -616 -2%
TNBTD
367
Trustmark National Bank Trust Department
Mississippi
$3.02M +$35.7K +365 +1%
PCTC
368
Perkins Coie Trust Company
Washington
$3.02M +$86.3K +883 +3%
BWAM
369
Boyd Watterson Asset Management
Ohio
$2.91M +$259K +2,653 +10%
FA
370
FDx Advisors
Illinois
$2.89M +$994K +10,168 +56%
Los Angeles Capital Management
371
Los Angeles Capital Management
California
$2.85M -$18.6K -190 -0.7%
NC
372
NewSquare Capital
Pennsylvania
$2.84M +$173K +1,769 +7%
LCP
373
Legacy Capital Partners
Wisconsin
$2.83M -$125K -1,275 -4%
WC
374
Westhampton Capital
North Carolina
$2.83M
HNB
375
Huntington National Bank
Ohio
$2.79M -$157K -1,602 -6%

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.