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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
PWMAG
876
Pinnacle Wealth Management Advisory Group
New Jersey
$235K +$225K +2,300 New
CC
877
Centiva Capital
New York
$234K +$224K +2,295 New
IAN
878
Integrated Advisors Network
Texas
$233K -$122K -1,251 -35%
SC
879
Slow Capital
California
$233K -$26.2K -268 -10%
KWMG
880
King Wealth Management Group
Florida
$233K
BP
881
Ballentine Partners
Massachusetts
$233K +$223K +2,286 New
IC
882
IEQ Capital
California
$233K +$223K +2,286 New
CCM
883
Coldstream Capital Management
Washington
$231K +$221K +2,263 New
MG
884
Mather Group
Illinois
$230K -$95.8K -980 -30%
DBT
885
Dubuque Bank & Trust
Iowa
$230K -$3.91K -40 -2%
ST
886
Spinnaker Trust
Maine
$228K +$219K +2,245 New
WI
887
WrapManager Inc
California
$227K +$218K +2,227 New
BDF
888
Balasa Dinverno & Foltz
$225K -$17.4K -178 -7%
SIM
889
SSI Investment Management
California
$225K -$5.87K -60 -3%
CGL
890
Clarius Group LLC
Washington
$224K +$215K +2,200 New
CA
891
Calton & Associates
Florida
$223K -$25.9K -265 -11%
LSAG
892
Lake Street Advisors Group
New Hampshire
$222K +$213K +2,177 New
WP
893
WealthShield Partners
North Carolina
$221K +$212K +2,164 New
TCM
894
Teza Capital Management
Illinois
$221K +$212K +2,167 New
B
895
Bailard
California
$219K +$210K +2,150 New
SIM
896
Stratos Investment Management
Ohio
$218K -$35.5K -363 -15%
HB
897
Homrich & Berg
Georgia
$218K -$19.5K -199 -9%
HCA
898
Horan Capital Advisors
Ohio
$218K +$209K +2,135 New
MRCM
899
M&R Capital Management
New Jersey
$217K
BFS
900
Bradley Foster & Sargent
Connecticut
$217K +$208K +2,128 New

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.