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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
SACTSONJ
651
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$612K
GAMC
652
Garner Asset Management Corp
Texas
$603K -$44K -450 -7%
NRS
653
Neville Rodie & Shaw
New York
$596K
MCM
654
Maryland Capital Management
Maryland
$592K
SC
655
SRB Corp
Massachusetts
$590K -$49.7K -508 -8%
SG Americas Securities
656
SG Americas Securities
New York
$573K -$1.07K -11 -0.2%
BCM
657
Becker Capital Management
Oregon
$573K +$5.38K +55 +1%
PP
658
PDS Planning
Ohio
$571K +$30.3K +310 +6%
CA
659
Cetera Advisors
Colorado
$556K -$55.1K -564 -9%
FTC
660
Farmers Trust Company
Ohio
$555K -$82.1K -840 -13%
ATPW
661
Ashton Thomas Private Wealth
Arizona
$554K -$5.77K -59 -1%
SIC
662
Samalin Investment Counsel
New York
$554K +$11.4K +117 +2%
MPIA
663
Mountain Pacific Investment Advisers
Idaho
$552K -$29.3K -300 -5%
HC
664
Hourglass Capital
Texas
$552K
DA
665
Doliver Advisors
Texas
$551K -$19.6K -200 -4%
EM
666
Excalibur Management
Massachusetts
$551K
CBFP
667
Cedar Brook Financial Partners
Ohio
$548K -$31.4K -321 -6%
AWM
668
Avior Wealth Management
Nebraska
$547K -$116K -1,190 -18%
MBT
669
Montecito Bank & Trust
California
$544K -$1.37K -14 -0.3%
FL
670
Fort LP
Maryland
$540K -$347K -3,551 -40%
UR
671
USCA RIA
Texas
$536K -$372K -3,807 -42%
CCA
672
Cobblestone Capital Advisors
New York
$535K +$12.7K +130 +3%
Carson Wealth (CWM LLC)
673
Carson Wealth (CWM LLC)
Nebraska
$534K
FCFC
674
First Commonwealth Financial Corp
Pennsylvania
$533K +$78.2K +800 +18%
ACM
675
AlphaStar Capital Management
North Carolina
$530K +$37K +379 +8%

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.