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Eaton
ETN

1,075 hedge funds and large institutions have $25.1B invested in Eaton in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 346 increasing their positions, 506 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $208M | Put options by funds: $90.3M

1.29% less ownership

Funds ownership: 79.87% → 78.58% (-1.3%)

8% less funds holding

Funds holding: 1,171 → 1,075 (-96)

20% less capital invested

Capital invested by funds: $31.3B → $25.1B (-$6.15B)

32% less repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 506

39% less funds holding in top 10

Funds holding in top 10: 18 → 11 (-7)

49% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 159

Holders
1,075
Holders Change
-96
Holders Change %
-8.2%
% of All Funds
23.69%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.24%
New
81
Increased
346
Reduced
506
Closed
159
Calls
$208M
Puts
$90.3M
Net Calls
+$117M
Net Calls Change
+$25.2M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$271M
2
BlackRock
BlackRock
New York
+$192M
3
Ameriprise
Ameriprise
Minnesota
+$184M
4
Holocene Advisors
Holocene Advisors
New York
+$159M
5
Bank of America
Bank of America
North Carolina
+$156M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$225M
2
Goldman Sachs
Goldman Sachs
New York
-$178M
3
Lazard Asset Management
Lazard Asset Management
New York
-$140M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
5
LSV Asset Management
LSV Asset Management
Illinois
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1001
Tradewinds Capital Management
Washington
$17K – – –
MF
1002
Manchester Financial
California
$17K +$4.95K +54 +34%
SNT
1003
Security National Trust
West Virginia
$17K +$13.9K +152 +217%
EWM
1004
EPG Wealth Management
Georgia
$17K +$19.6K +214 New
MPWT
1005
MassMutual Private Wealth & Trust
Connecticut
$16K -$19.1K -208 -50%
FFC
1006
First Financial Corp
Indiana
$16K – – –
FMII
1007
Farmers & Merchants Investments Inc
Nebraska
$16K +$275 +3 +1%
AP
1008
Atwood & Palmer
Missouri
$16K +$18.3K +200 New
EW
1009
Evoke Wealth
California
$16K -$5.32K -58 -22%
EARNEST Partners
1010
EARNEST Partners
Georgia
$15K – – –
TF
1011
Tompkins Financial
New York
$15K – – –
TPWA
1012
TRUE Private Wealth Advisors
Oregon
$15K – – –
VCP
1013
Verus Capital Partners
Arizona
$15K – – –
WAS
1014
Winch Advisory Services
Wisconsin
$15K +$183 +2 +1%
BWA
1015
Burt Wealth Advisors
Maryland
$15K +$10.7K +117 +152%
KTC
1016
Kistler-Tiffany Companies
Pennsylvania
$14K -$45.8K -500 -77%
PFSC
1017
Peoples Financial Services Corp
Pennsylvania
$14K -$825 -9 -5%
APW
1018
Acima Private Wealth
Virginia
$14K – – –
CWM
1019
Cranbrook Wealth Management
Michigan
$14K – – –
WLPWM
1020
Walled Lake Planning & Wealth Management
Illinois
$14K +$92 +1 +0.6%
KPW
1021
Kore Private Wealth
New York
$13K -$33.2K -362 -68%
IAS
1022
IMA Advisory Services
Colorado
$13K – – –
TF
1023
TimeScale Financial
Massachusetts
$13K – – –
LS
1024
Leelyn Smith
Illinois
$12K -$41.3K -450 -74%
ATC
1025
Adirondack Trust Company
New York
$12K – – –
39 40
41
42 43

ETN Hedge Fund Activity: Q1 2020 in Review

1,075 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2020, worth a combined $25.1B — down 20% from $31.3B a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of ETN and 81 opened new positions — a net loss of 78 holders — while 506 trimmed existing stakes and 346 added.

The largest buyer was JP Morgan Chase, adding an estimated $271M. The largest seller was Citadel Advisors, cutting an estimated $225M.

  • 1,075 institutional investors held Eaton (ETN) as of Q1 2020, down from 1,171 in Q4 2019.
  • Funds reported $25.1B of Eaton stock for Q1 2020, down 20% quarter-over-quarter.
  • 81 funds opened new Eaton positions in Q1 2020 and 159 closed out, a net change of -78 holders.
  • The largest Eaton buyer in Q1 2020 was JP Morgan Chase, an estimated $271M added.
  • The largest Eaton seller in Q1 2020 was Citadel Advisors, an estimated $225M sold.

Based on aggregated 13F filings for Q1 2020.