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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
CCM
501
Cadence Capital Management
Massachusetts
$1.26M -$293K -2,993 -19%
LNWWM
502
Laird Norton Wetherby Wealth Management
California
$1.26M -$22.2K -227 -2%
CC
503
Cypress Capital
Tennessee
$1.25M -$79.6K -814 -7%
BBI
504
Baxter Bros Inc
Connecticut
$1.25M -$7.63K -78 -0.6%
AAS
505
Annex Advisory Services
Wisconsin
$1.23M +$550K +5,628 +88%
PSUF
506
People's United Financial
Connecticut
$1.23M -$674K -6,899 -36%
MPPLM
507
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.22M +$55.2K +565 +5%
VC
508
Voit & Company
Wisconsin
$1.21M -$184K -1,885 -14%
SSB
509
Sandy Spring Bank
Maryland
$1.21M +$1.01M +10,345 +681%
Wealthfront Advisers
510
Wealthfront Advisers
California
$1.21M +$10.3K +105 +0.9%
LCM
511
Logan Capital Management
Pennsylvania
$1.2M
TNB
512
TCF National Bank
South Dakota
$1.2M +$109K +1,111 +10%
PP
513
Patten & Patten
Tennessee
$1.19M +$17.2K +176 +2%
MWA
514
Meridian Wealth Advisors
Texas
$1.18M +$74.8K +765 +7%
QCM
515
Quest Capital Management
Texas
$1.18M -$53K -542 -4%
BB
516
Busey Bank
Illinois
$1.17M -$10.1K -103 -0.9%
DI
517
DAGCO Inc
Ohio
$1.17M +$391 +4 +0%
DF
518
Donoghue Forlines
Massachusetts
$1.17M +$1.12M +11,444 New
KA
519
Kintegral Advisory
New York
$1.16M -$35.9K -367 -3%
BCV
520
Banque Cantonale Vaudoise
Switzerland
$1.14M -$79.2K -810 -7%
BFIM
521
Beese Fulmer Investment Management
Ohio
$1.13M -$108K -1,100 -9%
SCM
522
Shelton Capital Management
Colorado
$1.13M +$768K +7,860 +242%
AA
523
Apriem Advisors
California
$1.12M -$61.1K -625 -5%
HH
524
Hilltop Holdings
Texas
$1.12M +$114K +1,164 +12%
VFA
525
Voya Financial Advisors
Connecticut
$1.12M +$107K +1,095 +11%

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.