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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
KA
826
KLCM Advisors
Wisconsin
$296K
BAAM
827
Baker Avenue Asset Management
California
$294K -$227K -2,325 -45%
WBC
828
West Branch Capital
Massachusetts
$293K -$1.47K -15 -0.5%
ABTD
829
Arvest Bank Trust Division
Oklahoma
$293K +$57.2K +585 +26%
CC
830
Courier Capital
New York
$292K -$222K -2,272 -46%
Cetera Investment Advisers
831
Cetera Investment Advisers
Illinois
$290K -$28.2K -288 -9%
WSCM
832
Wellington Shields Capital Management
New York
$290K
CFFP
833
Center for Financial Planning
Michigan
$290K +$36K +368 +15%
SG
834
StoneX Group
New York
$289K -$60.8K -622 -18%
HFBOT
835
Home Federal Bank of Tennessee
Tennessee
$287K
RCM
836
RB Capital Management
Nevada
$286K -$11.1K -114 -4%
PPP
837
Private Portfolio Partners
New Jersey
$284K +$26.2K +268 +11%
ODCM
838
Old Dominion Capital Management
Virginia
$284K
Susquehanna International Group
839
Susquehanna International Group
Pennsylvania
$282K -$6.51M -66,590 -96%
KTA
840
Keeley-Teton Advisors
Illinois
$280K +$1.47K +15 +0.5%
AIM
841
Alhambra Investment Management
Florida
$278K +$8.8K +90 +3%
BIM
842
Baldwin Investment Management
Pennsylvania
$277K +$265K +2,715 New
CPC
843
Congress Park Capital
New York
$275K
WTB
844
Washington Trust Bank
Washington
$274K +$26.9K +275 +11%
Cohen & Steers
845
Cohen & Steers
New York
$273K
WI
846
Wintrust Investments
Illinois
$273K +$98 +1 +0%
BWM
847
BigSur Wealth Management
Florida
$269K
KCM
848
Kornitzer Capital Management
Kansas
$268K
WEC
849
Winslow Evans & Crocker
Massachusetts
$266K
AG
850
Appleton Group
Wisconsin
$264K

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.