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Eaton
ETN

1,309 hedge funds and large institutions have $47.5B invested in Eaton in 2021 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 497 increasing their positions, 462 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $311M | Put options by funds: $169M

22% more funds holding in top 10

Funds holding in top 10: 18 → 22 (+4)

21% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 100

7% more capital invested

Capital invested by funds: $44.3B → $47.5B (+$3.18B)

8% more repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 462

0% more funds holding

Funds holding: 1,305 → 1,309 (+4)

0.37% less ownership

Funds ownership: 80.65% → 80.28% (-0.37%)

Holders
1,309
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
22.79%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.38%
New
121
Increased
497
Reduced
462
Closed
100
Calls
$311M
Puts
$169M
Net Calls
+$142M
Net Calls Change
-$21.5M

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$368M
2
Bessemer Group
Bessemer Group
New Jersey
+$261M
3
ClearBridge Investments
ClearBridge Investments
New York
+$160M
4
Bank of America
Bank of America
North Carolina
+$133M
5
Macquarie Group
Macquarie Group
Australia
+$108M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$327M
2
CS
Credit Suisse
Switzerland
-$194M
3
BlackRock
BlackRock
New York
-$191M
4
FMI
Fiduciary Management Inc
Wisconsin
-$127M
5
Millennium Management
Millennium Management
New York
-$83.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC
776
Park National Corp
Ohio
$604K – – –
SAA
777
Southeast Asset Advisors
Georgia
$603K – – –
JFGLC
778
Johnson Financial Group LLC (Colorado)
Colorado
$601K +$89.4K +620 +18%
EWM
779
Empirical Wealth Management
Washington
$597K +$21.5K +149 +4%
IWM
780
IHT Wealth Management
Illinois
$595K +$68K +472 +13%
Acadian Asset Management
781
Acadian Asset Management
Massachusetts
$590K -$3.94M -27,339 -87%
MFGM
782
Marshall Financial Group (Maryland)
Maryland
$589K – – –
WA
783
WESPAC Advisors
California
$589K +$573K +3,975 New
AIC
784
Archer Investment Corporation
Indiana
$582K – – –
LIM
785
Longfellow Investment Management
Massachusetts
$582K -$307K -2,130 -35%
WSTAM
786
Wilbanks Smith & Thomas Asset Management
Virginia
$582K +$50.2K +348 +10%
CDH
787
Charles D. Hyman
$581K – – –
JAM
788
Jupiter Asset Management
United Kingdom
$576K -$62.3K -432 -10%
IIC
789
Ironwood Investment Counsel
Arizona
$570K -$142K -983 -20%
ECM
790
Evergreen Capital Management
Washington
$567K +$6.63K +46 +1%
VCAM
791
Van Cleef Asset Management
Ohio
$566K – – –
JIP
792
Jaffetilchin Investment Partners
Florida
$566K +$40.2K +279 +8%
AFG
793
Allegheny Financial Group
Pennsylvania
$563K +$4.76K +33 +0.9%
IC
794
IEQ Capital
California
$562K +$175K +1,217 +47%
AWM
795
Altavista Wealth Management
North Carolina
$555K -$23.2K -161 -4%
FNBTCON
796
First National Bank & Trust Co of Newtown
Pennsylvania
$551K -$6.49K -45 -1%
MW
797
Marcum Wealth
Ohio
$550K +$17.7K +123 +3%
ACM
798
Alethea Capital Management
Washington
$548K -$115K -800 -18%
BIA
799
Bigelow Investment Advisors
Maine
$548K – – –
IRC
800
Investors Research Corp
Georgia
$548K – – –
30 31
32
33 34

ETN Hedge Fund Activity: Q2 2021 in Review

1,309 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2021, worth a combined $47.5B — up 7.2% from $44.3B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ETN positions and 100 closed out — a net gain of 21 holders — while 497 added to existing stakes and 462 trimmed.

The largest buyer was DZ Bank, adding an estimated $368M. The largest seller was Ameriprise, cutting an estimated $327M.

  • 1,309 institutional investors held Eaton (ETN) as of Q2 2021, up from 1,305 in Q1 2021.
  • Funds reported $47.5B of Eaton stock for Q2 2021, up 7.2% quarter-over-quarter.
  • 121 funds opened new Eaton positions in Q2 2021 and 100 closed out, a net change of +21 holders.
  • The largest Eaton buyer in Q2 2021 was DZ Bank, an estimated $368M added.
  • The largest Eaton seller in Q2 2021 was Ameriprise, an estimated $327M sold.

Based on aggregated 13F filings for Q2 2021.