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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
Walleye Capital
401
Walleye Capital
New York
$2.24M +$2.15M +21,958 New
SPC
402
Sigma Planning Corp
Michigan
$2.23M +$11.9K +122 +0.6%
GPFA
403
Game Plan Financial Advisors
Ohio
$2.23M +$2.13M +21,833 New
MIM
404
Moseley Investment Management
Florida
$2.21M -$3.91K -40 -0.2%
SLI
405
Sumitomo Life Insurance
Japan
$2.21M -$110K -1,130 -5%
RIG
406
Roosevelt Investment Group
New York
$2.21M +$2.11M +21,625 New
WIS
407
Wright Investors Service
Connecticut
$2.18M +$138K +1,413 +7%
BWM
408
BerganKDV Wealth Management
Minnesota
$2.17M -$181K -1,852 -8%
NA
409
NewEdge Advisors
Louisiana
$2.17M +$1.33M +13,567 +177%
VIA
410
Vident Investment Advisory
Georgia
$2.15M -$341K -3,490 -14%
PT
411
Plimoth Trust
Massachusetts
$2.13M -$76.7K -785 -4%
AI
412
Atria Investments
North Carolina
$2.13M +$839K +8,584 +70%
MA
413
MUFG Americas
New York
$2.11M -$118K -1,210 -6%
FLPIM
414
F.L. Putnam Investment Management
Massachusetts
$2.07M +$75.5K +772 +4%
LSERS
415
Louisiana State Employees Retirement System
Louisiana
$2.07M +$303K +3,100 +18%
HFM
416
Hartford Financial Management
Connecticut
$2.04M
MAM
417
Marketfield Asset Management
New York
$2.03M -$1.47K -15 -0.1%
JGUA
418
John G. Ullman & Associates
New York
$2.03M +$1.64M +16,800 +546%
FAAS
419
First Allied Advisory Services
California
$2.03M +$114K +1,168 +6%
SC
420
Sawyer & Company
Massachusetts
$2.02M -$19.6K -200 -1%
FIM
421
Fruth Investment Management
Texas
$2.02M -$10.5K -107 -0.5%
PAG
422
Private Advisor Group
New Jersey
$2.01M -$26.6K -272 -1%
SP
423
SWS Partners
Ohio
$1.97M +$232K +2,377 +14%
NMIFOAC
424
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.96M
CNC
425
Canandaigua National Corp
New York
$1.96M -$3.23K -33 -0.2%

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.