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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
Jane Street
701
Jane Street
New York
$478K -$14.4M -147,111 -97%
CAN
702
Cetera Advisor Networks
California
$472K -$28.8K -295 -6%
GWM
703
Geneos Wealth Management
Colorado
$471K -$1.17K -12 -0.3%
TC
704
Telemus Capital
Michigan
$470K -$12.9K -132 -3%
FBT
705
First Bank & Trust
South Dakota
$470K +$445K +4,556 +10,355%
FCH
706
Freestone Capital Holdings
Washington
$467K +$8.02K +82 +2%
WWM
707
Western Wealth Management
Colorado
$464K +$19.6K +200 +5%
GP
708
Girard Partners
Pennsylvania
$462K +$12.1K +124 +3%
PGFC
709
Peapack-Gladstone Financial Corp
New Jersey
$461K -$41.3K -423 -9%
CT
710
Cambridge Trust
Massachusetts
$460K -$14.7K -150 -3%
SFS
711
Sowell Financial Services
Arkansas
$460K -$6.55K -67 -1%
ACM
712
Alethea Capital Management
Washington
$459K -$48.9K -500 -10%
NWP
713
Northstar Wealth Partners
Connecticut
$458K +$11.5K +118 +3%
PA
714
Parallel Advisors
California
$455K +$5.18K +53 +1%
CCA
715
Checchi Capital Advisers
California
$454K -$23.8K -243 -5%
MW
716
Marcum Wealth
Ohio
$454K -$13.7K -140 -3%
OFS
717
Oldfather Financial Services
Nebraska
$450K -$25.4K -260 -6%
KF
718
Krilogy Financial
Missouri
$450K
MYIA
719
Mount Yale Investment Advisors
Colorado
$450K +$6.84K +70 +2%
SC
720
Savant Capital
Illinois
$448K +$4.59K +47 +1%
ZF
721
Zhang Financial
Michigan
$447K -$97K -992 -18%
RIA
722
Realta Investment Advisors
Delaware
$443K +$424K +4,341 New
BCM
723
Brookstone Capital Management
Illinois
$443K +$425K +4,344 New
HAG
724
HighPoint Advisor Group
Illinois
$442K -$20.2K -207 -5%
AIC
725
Archer Investment Corporation
Indiana
$442K

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.