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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
TWI
726
Thomas White International
Illinois
$439K
BFA
727
Beacon Financial Advisory
Ohio
$439K +$29.3K +300 +7%
DI
728
Diligent Investors
California
$438K
PP
729
Paloma Partners
Connecticut
$437K -$7.92M -81,065 -95%
EDRH
730
Edmond de Rothschild Holding
Switzerland
$434K -$453K -4,635 -52%
DP
731
Dearborn Partners
Illinois
$434K -$34.2K -350 -8%
RWA
732
Ropes Wealth Advisors
Massachusetts
$433K +$27K +276 +7%
PCG
733
Private Capital Group
Connecticut
$432K +$9.19K +94 +2%
P
734
Pitcairn
Pennsylvania
$430K -$7.92K -81 -2%
WANY
735
Wealthspire Advisors (New York)
New York
$428K -$183K -1,872 -31%
S
736
SignatureFD
Georgia
$428K +$29.5K +302 +8%
MFG
737
Magnus Financial Group
New York
$427K -$266K -2,724 -39%
FWM
738
Frontier Wealth Management
Missouri
$427K +$24.4K +250 +6%
RCS
739
Retirement Capital Strategies
California
$425K
ST
740
Smithfield Trust
Pennsylvania
$418K -$168K -1,717 -29%
IPW
741
Inlet Private Wealth
Florida
$418K
SAA
742
Southeast Asset Advisors
Georgia
$418K
VVP
743
Venture Visionary Partners
Ohio
$418K
IIM
744
Ironwood Investment Management
Massachusetts
$414K
CPC
745
Cookson Peirce & Co
Pennsylvania
$413K +$396K +4,051 New
PCM
746
Parsons Capital Management
Rhode Island
$412K
AWM
747
Altavista Wealth Management
North Carolina
$411K -$78.9K -807 -17%
GLA
748
Great Lakes Advisors
Illinois
$409K +$8.02K +82 +2%
JWM
749
Jupiter Wealth Management
Colorado
$408K -$46.4K -475 -11%
EBT
750
Enterprise Bank & Trust
Massachusetts
$408K

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.