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Eaton
ETN

1,088 hedge funds and large institutions have $28B invested in Eaton in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 362 increasing their positions, 455 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $218M | Put options by funds: $101M

22% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 87

11% more capital invested

Capital invested by funds: $25.1B → $28B (+$2.85B)

1.43% more ownership

Funds ownership: 78.58% → 80.01% (+1.4%)

1% more funds holding

Funds holding: 1,075 → 1,088 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 455

Holders
1,088
Holders Change
+13
Holders Change %
+1.21%
% of All Funds
22.31%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
106
Increased
362
Reduced
455
Closed
87
Calls
$218M
Puts
$101M
Net Calls
+$117M
Net Calls Change
-$908K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$408M
2
Ameriprise
Ameriprise
Minnesota
+$180M
3
Charles Schwab
Charles Schwab
California
+$131M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$97.1M
5
EIP
Easterly Investment Partners
Massachusetts
+$90.4M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$221M
2
BlackRock
BlackRock
New York
-$159M
3
Victory Capital Management
Victory Capital Management
Texas
-$139M
4
Holocene Advisors
Holocene Advisors
New York
-$139M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
26
Parametric Portfolio Associates
Washington
$176M -$15.7M -190,737 -9%
UBS AM
27
UBS AM
Illinois
$169M -$7.18M -87,255 -4%
AAMU
28
Amundi Asset Management US
Massachusetts
$155M +$83.1M +1,009,599 +132%
EIP
29
Epoch Investment Partners
New York
$154M +$17.6M +213,782 +14%
Swiss National Bank
30
Swiss National Bank
Switzerland
$143M +$2.51M +30,500 +2%
CB
31
Cooke & Bieler
Pennsylvania
$135M -$6.88M -83,525 -5%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$129M +$2.49M +30,294 +2%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$129M -$4.64M -56,322 -4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$129M +$4.97M +60,349 +4%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$126M -$22.6M -273,968 -16%
EVM
36
Eaton Vance Management
Massachusetts
$121M -$128K -1,553 -0.1%
AQR Capital Management
37
AQR Capital Management
Connecticut
$117M -$58.4M -709,619 -34%
CS
38
Credit Suisse
Switzerland
$115M +$8.08M +98,195 +8%
DekaBank Deutsche Girozentrale
39
DekaBank Deutsche Girozentrale
Germany
$112M +$84.5M +1,026,380 +407%
Deutsche Bank
40
Deutsche Bank
Germany
$110M -$31.9M -387,706 -24%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$107M +$1.93M +23,402 +2%
UIM
42
USS Investment Management
United Kingdom
$103M -$29.6M -359,306 -23%
American Century Companies
43
American Century Companies
Missouri
$102M +$67.3M +817,809 +239%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$100M +$48.1M +584,587 +101%
EIP
45
Easterly Investment Partners
Massachusetts
$96.3M +$90.4M +1,097,895 +39,085%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$90.8M -$5.46M -66,383 -6%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$89.9M +$59.3M +720,660 +234%
Victory Capital Management
48
Victory Capital Management
Texas
$89.5M -$139M -1,691,123 -62%
Allianz Asset Management
49
Allianz Asset Management
Germany
$89.1M -$216K -2,627 -0.3%
BG
50
Bahl & Gaynor
Ohio
$85.5M +$2.57M +31,171 +3%
1
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ETN Hedge Fund Activity: Q2 2020 in Review

1,088 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2020, worth a combined $28B — up 11% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new ETN positions and 87 closed out — a net gain of 19 holders — while 362 added to existing stakes and 455 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $408M. The largest seller was LSV Asset Management, cutting an estimated $221M.

  • 1,088 institutional investors held Eaton (ETN) as of Q2 2020, up from 1,075 in Q1 2020.
  • Funds reported $28B of Eaton stock for Q2 2020, up 11% quarter-over-quarter.
  • 106 funds opened new Eaton positions in Q2 2020 and 87 closed out, a net change of +19 holders.
  • The largest Eaton buyer in Q2 2020 was JP Morgan Chase, an estimated $408M added.
  • The largest Eaton seller in Q2 2020 was LSV Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2020.