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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
SBH
526
Segall Bryant & Hamill
Illinois
$1.12M -$24.6K -252 -2%
AMIM
527
Aull & Monroe Investment Management
Alabama
$1.09M
EA
528
Ellsworth Advisors
Ohio
$1.09M -$8.41K -86 -0.8%
ATC
529
Argent Trust Co
Tennessee
$1.09M +$218K +2,234 +27%
PVWM
530
Point View Wealth Management
New Jersey
$1.07M -$69.1K -707 -6%
BS
531
Boenning & Scattergood
Pennsylvania
$1.07M +$3.42K +35 +0.3%
KRSITF
532
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.07M +$62.1K +635 +6%
KPWS
533
Kestra Private Wealth Services
Texas
$1.07M +$1.02M +10,465 New
ACA
534
Atlas Capital Advisors
Wyoming
$1.07M -$3.13K -32 -0.3%
CT
535
Coastline Trust
Rhode Island
$1.06M -$1.97M -20,165 -66%
DIP
536
DT Investment Partners
Pennsylvania
$1.06M -$111K -1,138 -10%
SW
537
StrongBox Wealth
Missouri
$1.06M +$101K +1,033 +11%
CBN
538
Cadence Bank NA
Texas
$1.06M +$9.78K +100 +1%
ECM
539
ExodusPoint Capital Management
New York
$1.06M -$1.16M -11,916 -54%
VNA
540
Valley National Advisers
Pennsylvania
$1.05M -$21.1K -216 -2%
RIM
541
Redpoint Investment Management
Australia
$1.04M -$1.84M -18,851 -65%
GBT
542
Grove Bank & Trust
Florida
$1.04M +$80.8K +827 +9%
PHK
543
Point72 Hong Kong
Hong Kong
$1.04M +$992K +10,151 New
TIA
544
Trust Investment Advisors
Indiana
$1.03M -$25.1K -257 -2%
FB
545
Fulton Bank
Pennsylvania
$1.03M +$211K +2,158 +27%
Nomura Holdings
546
Nomura Holdings
Japan
$1.01M -$429K -4,392 -31%
NB
547
NBT Bank
New York
$1.01M -$24K -246 -2%
IWP
548
Icon Wealth Partners
Texas
$1.01M +$970K +9,919 New
FFG
549
Fortem Financial Group
California
$1.01M +$307K +3,140 +46%
BCM
550
Bourgeon Capital Management
Connecticut
$1.01M -$9.78K -100 -1%

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.