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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
BAM
801
Belpointe Asset Management
Nevada
$320K -$98 -1 -0%
CIAS
802
Capital Investment Advisory Services
North Carolina
$319K
1W
803
1776 Wealth
Georgia
$318K -$92.9K -950 -23%
DBIA
804
Dumont & Blake Investment Advisors
New Jersey
$318K -$12.2K -125 -4%
IIC
805
Ironwood Investment Counsel
Arizona
$318K +$20.8K +213 +7%
HBT
806
Hills Bank & Trust
Iowa
$316K -$53.8K -550 -15%
ESB
807
Essex Savings Bank
Connecticut
$316K +$12.5K +128 +4%
CCM
808
CWH Capital Management
Washington
$316K +$303K +3,100 New
RCAG
809
Rehmann Capital Advisory Group
Michigan
$315K +$2.54K +26 +0.8%
LW
810
Linscomb Wealth
Texas
$315K +$33.9K +347 +13%
BIA
811
Bigelow Investment Advisors
Maine
$314K -$7.92K -81 -3%
NAM
812
NorthCoast Asset Management
Connecticut
$313K +$684 +7 +0.2%
Rafferty Asset Management
813
Rafferty Asset Management
New York
$312K -$148K -1,510 -33%
GIA
814
Guyasuta Investment Advisors
Pennsylvania
$311K
Fayez Sarofim & Co
815
Fayez Sarofim & Co
Texas
$310K -$24.8K -254 -8%
WIM
816
Wilen Investment Management
Florida
$308K -$19.6K -200 -7%
CAM
817
Cozad Asset Management
Illinois
$304K -$19.7K -202 -6%
IA
818
IndexIQ Advisors
New York
$304K +$172K +1,760 +144%
GDP
819
Great Diamond Partners
Maine
$303K +$291K +2,972 New
IWC
820
Integrated Wealth Concepts
Massachusetts
$300K +$8.31K +85 +3%
ACM
821
AUA Capital Management
Pennsylvania
$299K +$66.1K +676 +30%
ZIM
822
Zacks Investment Management
Illinois
$298K
HIM
823
Hotaling Investment Management
Pennsylvania
$297K -$31.9K -326 -10%
BHWM
824
Bar Harbor Wealth Management
New Hampshire
$297K
GAM
825
Gemmer Asset Management
California
$296K

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.