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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
PI
76
PGGM Investments
Netherlands
$58.7M
Robeco Institutional Asset Management
77
Robeco Institutional Asset Management
Netherlands
$58.3M +$1.56M +15,977 +3%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$57.4M -$6M -61,394 -10%
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$53.9M +$7.23M +73,950 +16%
Mitsubishi UFJ Trust & Banking
80
Mitsubishi UFJ Trust & Banking
Japan
$52.3M +$1.86M +18,998 +4%
Public Sector Pension Investment Board (PSP Investments)
81
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$50.9M +$4.68M +47,900 +11%
Nordea Investment Management
82
Nordea Investment Management
Sweden
$49.3M -$66.6M -681,153 -59%
FMI
83
Factory Mutual Insurance
Massachusetts
$49.3M
CB
84
Commerce Bank
Missouri
$49.1M +$11.4M +116,216 +32%
Barclays
85
Barclays
United Kingdom
$46.5M +$2.43M +24,846 +6%
Truist Financial
86
Truist Financial
North Carolina
$43.9M -$17.3M -176,621 -29%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.8M -$3.67M -37,531 -8%
AG
88
Aperio Group
California
$43.8M -$156K -1,597 -0.4%
DSA
89
Davis Selected Advisers
Arizona
$42.8M -$307K -3,138 -0.7%
Arrowstreet Capital
90
Arrowstreet Capital
Massachusetts
$41.7M -$15.8M -161,337 -28%
Citigroup
91
Citigroup
New York
$40.4M +$2.87M +29,336 +8%
Natixis Advisors
92
Natixis Advisors
Massachusetts
$38.6M +$241K +2,465 +0.7%
ORIO
93
Old Republic International (ORI)
Illinois
$38.6M
RFC
94
Regions Financial Corp
Alabama
$38.5M -$6.26M -64,013 -15%
SO
95
STRS Ohio
Ohio
$38.2M +$2.35M +24,079 +7%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$37.7M +$317K +3,241 +0.9%
MSV
97
MN Services Vermogensbeheer
Netherlands
$36.7M +$694K +7,100 +2%
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$35.5M -$4.36M -44,621 -11%
US Bancorp
99
US Bancorp
Minnesota
$34.7M -$922K -9,432 -3%
JMPWA
100
JP Morgan Private Wealth Advisors
California
$34.3M +$12.9M +132,350 +65%

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.