Eaton
ETN
1,075 hedge funds and large institutions have $25.1B invested in Eaton in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 346 increasing their positions, 506 reducing their positions, and 159 closing their positions.
130% more call options, than puts
Call options by funds: $208M | Put options by funds: $90.3M
1.29% less ownership
Funds ownership: 79.87% → 78.58% (-1.3%)
8% less funds holding
Funds holding: 1,171 → 1,075 (-96)
20% less capital invested
Capital invested by funds: $31.3B → $25.1B (-$6.15B)
32% less repeat investments, than reductions
Existing positions increased: 346 | Existing positions reduced: 506
39% less funds holding in top 10
Funds holding in top 10: 18 → 11 (-7)
49% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 159
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$271M |
| 2 |
BlackRock
New York
|
+$192M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$184M |
| 4 |
Holocene Advisors
New York
|
+$159M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$156M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$225M |
| 2 |
Goldman Sachs
New York
|
-$178M |
| 3 |
Lazard Asset Management
New York
|
-$140M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$131M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$123M |
ETN Hedge Fund Activity: Q1 2020 in Review
1,075 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2020, worth a combined $25.1B — down 20% from $31.3B a quarter earlier.
Sellers outnumbered buyers: 159 funds closed out of ETN and 81 opened new positions — a net loss of 78 holders — while 506 trimmed existing stakes and 346 added.
The largest buyer was JP Morgan Chase, adding an estimated $271M. The largest seller was Citadel Advisors, cutting an estimated $225M.
- 1,075 institutional investors held Eaton (ETN) as of Q1 2020, down from 1,171 in Q4 2019.
- Funds reported $25.1B of Eaton stock for Q1 2020, down 20% quarter-over-quarter.
- 81 funds opened new Eaton positions in Q1 2020 and 159 closed out, a net change of -78 holders.
- The largest Eaton buyer in Q1 2020 was JP Morgan Chase, an estimated $271M added.
- The largest Eaton seller in Q1 2020 was Citadel Advisors, an estimated $225M sold.
Based on aggregated 13F filings for Q1 2020.