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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
SIM
851
Sonora Investment Management
Arizona
$262K -$5.96K -61 -2%
SC
852
Steph & Co
Wisconsin
$260K
BGC
853
Beutel, Goodman & Co
Ontario, Canada
$258K
VFA
854
Valeo Financial Advisors
Indiana
$257K +$2.83K +29 +1%
FMT
855
First Mercantile Trust
Tennessee
$256K -$18.2K -186 -8%
BOM
856
Bank of Marin
California
$255K
WDL
857
Well Done LLC
Michigan
$254K
AWA
858
ARS Wealth Advisors
Florida
$252K
LWAC
859
Laurel Wealth Advisors (California)
California
$252K
MGIA
860
Moneta Group Investment Advisors
Missouri
$250K -$46.5K -476 -16%
PA
861
Probity Advisors
Texas
$250K -$1.47K -15 -0.6%
LC
862
Landaas & Company
Wisconsin
$250K +$1.07K +11 +0.5%
JCM
863
Jacobi Capital Management
Pennsylvania
$246K +$1.37K +14 +0.6%
GVAG
864
Great Valley Advisor Group
Delaware
$246K +$7.04K +72 +3%
SC
865
SouthState Corp
Florida
$245K
RMCM
866
Reynders McVeigh Capital Management
Massachusetts
$244K -$33.3K -341 -12%
GRP
867
Global Retirement Partners
California
$243K +$89.8K +919 +63%
BAS
868
Brown Advisory Securities
Maryland
$243K +$233K +2,381 New
FFA
869
Founders Financial Alliance
North Carolina
$240K +$229K +2,346 New
SVWAG
870
Sound View Wealth Advisors Group
Georgia
$239K
9WM
871
9258 Wealth Management
Ohio
$238K +$224K +2,293 New
FEM
872
Fulcrum Equity Management
Texas
$236K -$192K -1,964 -46%
DWA
873
Douglass Winthrop Advisors
New York
$236K
MIC
874
Means Investment Company
Maine
$236K +$880 +9 +0.4%
ARG
875
Advisory Resource Group
Oklahoma
$235K -$1.56K -16 -0.7%

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.