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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
HPC
926
HM Payson & Co
Maine
$183K +$1.27K +13 +0.7%
WT
927
Washington Trust
Rhode Island
$181K -$73.5K -752 -30%
QCG
928
Quadrant Capital Group
Ohio
$181K +$7.72K +79 +5%
CFGS
929
Concourse Financial Group Securities
Alabama
$178K -$11.3K -116 -6%
CCM
930
Covington Capital Management
California
$178K
RIM
931
Rampart Investment Management
Connecticut
$171K -$1.28M -13,120 -89%
APA
932
American Portfolios Advisors
New York
$163K -$14.7K -150 -9%
TFS
933
TrustCore Financial Services
Tennessee
$158K -$6.55K -67 -4%
GWS
934
Glassman Wealth Services
Virginia
$158K +$5.47K +56 +4%
PFS
935
Prospera Financial Services
Texas
$156K +$149K +1,525 New
RE
936
RBC Europe
United Kingdom
$142K
HB
937
Horizon Bancorp
Indiana
$140K
APC
938
Aspire Private Capital
North Carolina
$136K -$3.03K -31 -2%
SBSB
939
Sullivan, Bruyette, Speros & Blaney
Virginia
$134K
CLOS
940
Compagnie Lombard Odier SCmA
Switzerland
$131K -$4.99K -51 -4%
IBOK
941
Independence Bank of Kentucky
Kentucky
$130K +$7.33K +75 +6%
SBL
942
Sargent Bickham Lagudis
Colorado
$127K
WCG
943
Weaver Consulting Group
California
$123K -$2.44K -25 -2%
SFSIG
944
San Francisco Sentry Investment Group
California
$123K
FWM
945
Focused Wealth Management
New York
$122K
HIIFS
946
Harel Insurance Investments & Financial Services
Israel
$122K +$116K +1,191 New
OC
947
Oakworth Capital
Alabama
$120K -$12.5K -128 -10%
BBHC
948
Brown Brothers Harriman & Co
New York
$119K -$20.8K -213 -15%
CFG
949
Capstone Financial Group
Oklahoma
$118K
HIA
950
Harbor Investment Advisory
Maryland
$116K +$17.1K +175 +18%

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.