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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
ISWM
601
Independent Solutions Wealth Management
New York
$781K +$150K +1,535 +25%
EFSCE
602
Enterprise Financial Services Corp (EFSC)
Missouri
$777K -$4.01K -41 -0.5%
AL
603
AJO LP
Pennsylvania
$774K +$738K +7,552 +17,164%
TAIM
604
TD Ameritrade Investment Management
Nebraska
$769K -$75K -767 -9%
SFI
605
SPC Financial Inc
Maryland
$766K -$7.92K -81 -1%
VAS
606
Vestmark Advisory Solutions
Massachusetts
$763K -$179K -1,836 -20%
JWCA
607
J.W. Cole Advisors
Florida
$762K +$730K +7,467 New
KWM
608
Keebeck Wealth Management
Illinois
$760K
PA
609
PFG Advisors
Arizona
$758K -$9.29K -95 -1%
IFWM
610
Institute for Wealth Management
Colorado
$743K -$1.27K -13 -0.2%
CFA
611
Carroll Financial Associates
North Carolina
$716K
OIA
612
Optimum Investment Advisors
Illinois
$715K -$17.1K -175 -2%
VCA
613
Verdence Capital Advisors
Maryland
$715K +$278K +2,840 +68%
LOAMS
614
Lombard Odier Asset Management (Switzerland)
Switzerland
$713K +$683K +6,988 New
ZB
615
Zions Bancorporation
Utah
$712K +$603K +6,173 +768%
TCM
616
Twin Capital Management
Pennsylvania
$711K -$14.8K -151 -2%
BRWA
617
B. Riley Wealth Advisors
Florida
$709K +$176K +1,803 +34%
CS
618
Capital Square
Tennessee
$704K
MA
619
Mutual Advisors
Nebraska
$703K +$41.1K +420 +6%
WA
620
Wambolt & Associates
Colorado
$701K -$4.79K -49 -0.7%
SMC
621
Smith, Moore & Co
Missouri
$698K +$5.18K +53 +0.8%
FGA
622
Fortis Group Advisors
New Jersey
$697K +$669K +6,841 New
BBA
623
BLB&B Advisors
Pennsylvania
$692K -$58.7K -600 -8%
PFC
624
Phocas Financial Corp
California
$692K
SWM
625
SeaCrest Wealth Management
New York
$692K +$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.