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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
PFG
776
PAX Financial Group
Texas
$359K +$28.1K +287 +9%
MCA
777
Magnolia Capital Advisors
Mississippi
$354K +$6.35K +65 +2%
CPO
778
Cerity Partners OCIO
New York
$352K -$1.86K -19 -0.5%
RSWM
779
Robertson Stephens Wealth Management
California
$351K -$17.5K -179 -5%
CAM
780
CenterStar Asset Management
Illinois
$351K
PK
781
Pflug Koory
Nebraska
$350K
Fisher Asset Management
782
Fisher Asset Management
Washington
$350K +$56.6K +579 +20%
WI
783
Wedgewood Investors
Pennsylvania
$349K -$19.6K -200 -6%
CIC
784
Chase Investment Counsel
Virginia
$344K -$8.99K -92 -3%
RTC
785
Riverview Trust Company
Washington
$344K
GJIC
786
Gamble Jones Investment Counsel
California
$343K
WS
787
Wedbush Securities
California
$341K -$332K -3,393 -50%
FPS
788
Fieldpoint Private Securities
Connecticut
$340K +$13.2K +135 +4%
BS
789
Bessemer Securities
New York
$338K
HL
790
HeadInvest LLC
Maine
$336K
OCG
791
Opus Capital Group
Ohio
$336K +$322K +3,296 New
PL
792
Perpetual Ltd
Australia
$336K +$323K +3,300 New
CA
793
Capital Advantage
California
$335K -$4.89K -50 -2%
HI
794
Horizon Investments
North Carolina
$333K -$340K -3,474 -51%
MNBTD
795
Moody National Bank Trust Division
Texas
$332K +$27.1K +277 +9%
OWP
796
Obermeyer Wealth Partners
Colorado
$330K -$193K -1,972 -38%
OPS
797
Orion Portfolio Solutions
Nebraska
$328K -$98 -1 -0%
AssetMark Inc
798
AssetMark Inc
California
$323K +$47.1K +482 +18%
ITIM
799
Indiana Trust & Investment Management
Indiana
$321K +$5.87K +60 +2%
BPA
800
Beacon Pointe Advisors
California
$321K +$308K +3,147 New

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.