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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
DWM
676
Dakota Wealth Management
Florida
$529K +$507K +5,186 New
JFGIW
677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$524K +$24.9K +255 +5%
AWM
678
Altium Wealth Management
New York
$520K -$5.47K -56 -1%
DIM
679
DC Investments Management
Virginia
$516K
SDWMA
680
Schneider Downs Wealth Management Advisors
Pennsylvania
$514K +$489 +5 +0.1%
QI
681
Qtron Investments
Massachusetts
$512K -$70.7K -723 -13%
SBWM
682
Sunflower Bank Wealth Management
Arizona
$510K -$237K -2,425 -33%
CH
683
Canton Hathaway
Rhode Island
$510K
FHB
684
First Hawaiian Bank
Hawaii
$506K -$272K -2,781 -36%
MAFM
685
Mid Atlantic Financial Management
Pennsylvania
$506K -$74.5K -762 -15%
EI
686
Ethic Inc
New York
$504K +$12.3K +126 +3%
LIM
687
Leavell Investment Management
Alabama
$503K
CSS
688
Cubist Systematic Strategies
Connecticut
$503K +$482K +4,932 New
EFS
689
Essex Financial Services
Connecticut
$502K -$250K -2,558 -57%
GT
690
Glenview Trust
Kentucky
$501K -$63.4K -649 -12%
NB
691
Nicolet Bankshares
Wisconsin
$496K -$16.1K -165 -3%
PA
692
Profund Advisors
Maryland
$492K +$18.4K +188 +4%
FAN
693
Financial Advisors Network
California
$490K -$76.1K -779 -14%
WA
694
Wealth Alliance
New York
$490K +$220K +2,250 +88%
KLC
695
Knowledge Leaders Capital
Colorado
$485K
TNB
696
Thomasville National Bank
Georgia
$485K +$18.9K +193 +4%
CFG
697
Cooper Financial Group
California
$484K -$40.5K -414 -8%
DWM
698
Doyle Wealth Management
Florida
$483K
TYCC
699
Texas Yale Capital Corp
Florida
$480K
CG
700
Caprock Group
Idaho
$479K +$47.7K +488 +12%

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.