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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
SC
576
Samlyn Capital
New York
$882K +$845K +8,644 New
AC
577
Allstate Corporation
Illinois
$873K -$265K -2,712 -24%
CIM
578
Cambria Investment Management
California
$860K +$21.1K +216 +3%
Luther King Capital Management (LKCM)
579
Luther King Capital Management (LKCM)
Texas
$854K +$4.4K +45 +0.5%
OLA
580
Oliver Luxxe Assets
New Jersey
$853K +$3.91K +40 +0.5%
TRCT
581
Tower Research Capital (TRC)
New York
$851K +$77.2K +790 +10%
VI
582
Vestcor Inc
New Brunswick, Canada
$847K -$25.5K -261 -3%
BCMO
583
Buckingham Capital Management (Ohio)
Ohio
$847K +$8.11K +83 +1%
Acadian Asset Management
584
Acadian Asset Management
Massachusetts
$843K +$224K +2,287 +38%
BC
585
Burney Company
Virginia
$842K -$205K -2,099 -20%
ECM
586
Everence Capital Management
Indiana
$842K
CPA
587
Court Place Advisors
Maryland
$838K
BRWM
588
B. Riley Wealth Management
Tennessee
$838K +$298K +3,045 +59%
SCA
589
Snowden Capital Advisors
New York
$837K +$15.2K +156 +2%
EWM
590
Evermay Wealth Management
Virginia
$836K -$34.2K -350 -4%
JAM
591
Jupiter Asset Management
United Kingdom
$834K -$553K -5,658 -41%
FMBTD
592
First Midwest Bank Trust Division
Illinois
$833K -$7.92K -81 -1%
PNC
593
Park National Corp
Ohio
$822K -$11.7K -120 -1%
LC
594
LCNB Corp
Ohio
$816K -$23.5K -240 -3%
FBC
595
Fairfield, Bush & Co
Connecticut
$816K
GT
596
Greenleaf Trust
Michigan
$816K +$12.9K +132 +2%
BCM
597
Brasada Capital Management
Texas
$816K +$108K +1,100 +16%
NB
598
Northwest Bancshares
Pennsylvania
$800K -$21.1K -216 -3%
FG
599
Fiduciary Group
Georgia
$794K -$2.93K -30 -0.4%
SAM
600
Sawgrass Asset Management
Florida
$792K

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.