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Eaton
ETN

1,088 hedge funds and large institutions have $28B invested in Eaton in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 362 increasing their positions, 455 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $218M | Put options by funds: $101M

22% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 87

11% more capital invested

Capital invested by funds: $25.1B → $28B (+$2.85B)

1.43% more ownership

Funds ownership: 78.58% → 80.01% (+1.4%)

1% more funds holding

Funds holding: 1,075 → 1,088 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 455

Holders
1,088
Holders Change
+13
Holders Change %
+1.21%
% of All Funds
22.31%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
106
Increased
362
Reduced
455
Closed
87
Calls
$218M
Puts
$101M
Net Calls
+$117M
Net Calls Change
-$908K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$408M
2
Ameriprise
Ameriprise
Minnesota
+$180M
3
Charles Schwab
Charles Schwab
California
+$131M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$97.1M
5
EIP
Easterly Investment Partners
Massachusetts
+$90.4M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$221M
2
BlackRock
BlackRock
New York
-$159M
3
Victory Capital Management
Victory Capital Management
Texas
-$139M
4
Holocene Advisors
Holocene Advisors
New York
-$139M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
876
AlphaCrest Capital Management
New York
$215K -$254K -3,082 -56%
CA
877
Calton & Associates
Florida
$214K -$53.3K -648 -21%
FMT
878
First Mercantile Trust
Tennessee
$213K +$41.2K +500 +26%
LC
879
Landaas & Company
Wisconsin
$213K +$201K +2,440 New
JCM
880
Jacobi Capital Management
Pennsylvania
$210K +$2.14K +26 +1%
SC
881
SouthState Corp
Florida
$210K +$197K +2,399 New
WTB
882
Washington Trust Bank
Washington
$210K +$198K +2,403 New
BDF
883
Balasa Dinverno & Foltz
$209K +$197K +2,388 New
PAMP
884
Polar Asset Management Partners
Ontario, Canada
$206K +$194K +2,356 New
EWA
885
EP Wealth Advisors
California
$205K -$185K -2,249 -49%
SVWAG
886
Sound View Wealth Advisors Group
Georgia
$205K +$192K +2,338 New
GVAG
887
Great Valley Advisor Group
Delaware
$205K +$193K +2,347 New
HB
888
Homrich & Berg
Georgia
$204K +$192K +2,337 New
I
889
IberiaBank
Louisiana
$203K -$74.7K -908 -28%
ARG
890
Advisory Resource Group
Oklahoma
$203K +$191K +2,316 New
DWA
891
Douglass Winthrop Advisors
New York
$202K +$190K +2,314 New
DBT
892
Dubuque Bank & Trust
Iowa
$201K +$189K +2,302 New
SIM
893
SSI Investment Management
California
$200K +$186K +2,265 New
KWMG
894
King Wealth Management Group
Florida
$200K +$188K +2,288 New
ABTD
895
Arvest Bank Trust Division
Oklahoma
$200K +$188K +2,289 New
ACM
896
AUA Capital Management
Pennsylvania
$197K -$53.5K -650 -22%
MRCM
897
M&R Capital Management
New Jersey
$186K – – –
PMFA
898
Plante Moran Financial Advisors
Michigan
$182K +$1.15K +14 +0.7%
First Manhattan
899
First Manhattan
New York
$180K +$100K +1,216 +144%
IA
900
IFP Advisors
Florida
$178K +$39K +474 +31%
34 35
36
37 38

ETN Hedge Fund Activity: Q2 2020 in Review

1,088 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2020, worth a combined $28B — up 11% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new ETN positions and 87 closed out — a net gain of 19 holders — while 362 added to existing stakes and 455 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $408M. The largest seller was LSV Asset Management, cutting an estimated $221M.

  • 1,088 institutional investors held Eaton (ETN) as of Q2 2020, up from 1,075 in Q1 2020.
  • Funds reported $28B of Eaton stock for Q2 2020, up 11% quarter-over-quarter.
  • 106 funds opened new Eaton positions in Q2 2020 and 87 closed out, a net change of +19 holders.
  • The largest Eaton buyer in Q2 2020 was JP Morgan Chase, an estimated $408M added.
  • The largest Eaton seller in Q2 2020 was LSV Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2020.