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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
PPA
26
Parametric Portfolio Associates
Washington
$201M -$3.72M -38,035 -2%
UBS AM
27
UBS AM
Illinois
$193M -$3.41M -34,927 -2%
AAMU
28
Amundi Asset Management US
Massachusetts
$193M +$11.2M +114,277 +6%
EIP
29
Epoch Investment Partners
New York
$172M -$7.03M -71,918 -4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$170M +$18.5M +189,345 +13%
American Century Companies
31
American Century Companies
Missouri
$163M +$42.3M +432,338 +37%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$159M +$8.73M +89,326 +6%
Swiss National Bank
33
Swiss National Bank
Switzerland
$159M -$7.61M -77,900 -5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$152M +$2.19M +22,409 +2%
CB
35
Cooke & Bieler
Pennsylvania
$152M -$5.62M -57,518 -4%
BG
36
Bahl & Gaynor
Ohio
$143M +$41.8M +427,667 +44%
EVM
37
Eaton Vance Management
Massachusetts
$138M -$3.05M -31,185 -2%
DekaBank Deutsche Girozentrale
38
DekaBank Deutsche Girozentrale
Germany
$130M +$2.4M +24,575 +2%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$129M -$17.1M -174,700 -12%
AQR Capital Management
40
AQR Capital Management
Connecticut
$128M -$9.34M -95,540 -7%
Victory Capital Management
41
Victory Capital Management
Texas
$124M +$18.8M +192,558 +19%
Deutsche Bank
42
Deutsche Bank
Germany
$124M -$4.15M -42,496 -3%
CS
43
Credit Suisse
Switzerland
$123M -$10.9M -111,415 -8%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$122M -$2.41M -24,648 -2%
UIM
45
USS Investment Management
United Kingdom
$121M
UBS Group
46
UBS Group
Switzerland
$116M +$18.8M +192,153 +20%
EIP
47
Easterly Investment Partners
Massachusetts
$102M -$9.87M -100,928 -9%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$99.7M -$5.98M -61,223 -6%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$94.2M +$40.1M +410,128 +80%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$94.2M +$2.16M +22,114 +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.