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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
AHC
476
Adell Harriman & Carpenter
Texas
$1.43M +$477K +4,875 +53%
LIA
477
LS Investment Advisors
Michigan
$1.42M +$3.32K +34 +0.2%
HIM
478
HawsGoodwin Investment Management
Tennessee
$1.42M +$8.99K +92 +0.7%
CIA
479
Cascade Investment Advisors
Oregon
$1.41M -$5.38K -55 -0.4%
TAM
480
Todd Asset Management
Kentucky
$1.41M -$303K -3,096 -18%
FMTCOCP
481
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.4M -$34.2K -350 -2%
ZIG
482
Zurich Insurance Group
Switzerland
$1.4M
PP
483
Palladium Partners
Virginia
$1.38M +$7.33K +75 +0.6%
CA
484
Clearstead Advisors
Ohio
$1.38M -$46.9K -480 -3%
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.36M -$9.09K -93 -0.7%
AP
486
Advisor Partners
California
$1.36M +$49.9K +510 +4%
BSB
487
Bangor Savings Bank
Maine
$1.35M -$132K -1,354 -9%
IAA
488
Independent Advisor Alliance
North Carolina
$1.34M -$98.4K -1,007 -7%
IRF
489
IBM Retirement Fund
New York
$1.33M +$357K +3,654 +39%
FMB
490
Field & Main Bank
Kentucky
$1.32M -$64.5K -660 -5%
Bank of Nova Scotia
491
Bank of Nova Scotia
Ontario, Canada
$1.32M -$55K -563 -4%
SGCA
492
Steel Grove Capital Advisors
Tennessee
$1.32M -$117K -1,200 -9%
ISL
493
Ingalls & Snyder LLC
New York
$1.32M +$9.78K +100 +0.8%
CCMD
494
Cypress Capital Management (Delaware)
Delaware
$1.31M +$18.6K +190 +1%
CI
495
Cigna Investments
Connecticut
$1.31M -$496K -5,072 -28%
IMOV
496
Investment Management of Virginia
Virginia
$1.31M -$108K -1,105 -8%
EWM
497
Endurance Wealth Management
Rhode Island
$1.29M -$4.89K -50 -0.4%
CCG
498
Cypress Capital Group
Florida
$1.29M +$22.1K +226 +2%
JCM
499
Janney Capital Management
Pennsylvania
$1.28M +$93.3K +954 +8%
UOC
500
UBS O'Connor
Illinois
$1.27M -$2.44M -25,000 -67%

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.