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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
OCM
376
Olstein Capital Management
New York
$2.75M -$684K -7,000 -21%
RBA
377
Richard Bernstein Advisors
New York
$2.72M
Cerity Partners
378
Cerity Partners
New York
$2.71M +$860K +8,799 +49%
NA
379
Navellier & Associates
Nevada
$2.71M -$98.4K -1,007 -4%
MYLI
380
Meiji Yasuda Life Insurance
Japan
$2.66M +$141K +1,442 +6%
NMERB
381
New Mexico Educational Retirement Board
New Mexico
$2.62M -$215K -2,200 -8%
SWP
382
Stratos Wealth Partners
Ohio
$2.61M -$175K -1,795 -7%
MCM
383
Monument Capital Management
Virginia
$2.59M -$307K -3,137 -11%
SDIC
384
South Dakota Investment Council
South Dakota
$2.54M -$254K -2,600 -9%
RWA
385
River Wealth Advisors
Pennsylvania
$2.54M +$90K +921 +4%
SCP
386
Shorepoint Capital Partners
Massachusetts
$2.52M -$107K -1,092 -4%
SAM
387
Strategy Asset Managers
California
$2.49M +$13.4K +137 +0.6%
BNP Paribas Asset Management
388
BNP Paribas Asset Management
France
$2.47M -$4.17M -42,699 -64%
WB
389
WesBanco Bank
West Virginia
$2.42M -$9.78K -100 -0.4%
ASN
390
Advisory Services Network
Georgia
$2.38M -$134K -1,372 -6%
SSA
391
South Street Advisors
New York
$2.38M
KRS
392
Kentucky Retirement Systems
Kentucky
$2.38M +$101K +1,033 +5%
AF
393
Advisornet Financial
Minnesota
$2.36M -$181K -1,848 -7%
UA
394
Unison Advisors
District of Columbia
$2.36M +$17.7K +181 +0.8%
LSA
395
L & S Advisors
California
$2.36M +$972K +9,942 +75%
SCA
396
Stonebridge Capital Advisors
Minnesota
$2.36M -$24.4K -250 -1%
GC
397
Gratus Capital
Georgia
$2.35M -$483K -4,940 -18%
CNBTD
398
Citizens National Bank Trust Department
Mississippi
$2.34M +$233K +2,380 +12%
CNFG
399
Creegan & Nassoura Financial Group
New Hampshire
$2.34M -$5.08K -52 -0.2%
DCM
400
Dupont Capital Management
Delaware
$2.34M -$881K -9,011 -28%

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.