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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
AW
1001
Alpha Windward
Massachusetts
$44K
SIAS
1002
Shine Investment Advisory Services
Colorado
$44K
EI
1003
Ellevest Inc
New York
$43K
1IA
1004
1834 Investment Advisors
Wisconsin
$41K
HCM
1005
Horrell Capital Management
Arkansas
$41K
MLFP
1006
MPS Loria Financial Planners
Illinois
$41K
SFG
1007
Sowa Financial Group
Rhode Island
$41K
FP
1008
Fiduciary Planning
Florida
$41K +$39.1K +400 New
CPW
1009
Catalyst Private Wealth
California
$40K +$38.6K +395 New
TFO
1010
Tarbox Family Office
California
$37K
SL
1011
Savior LLC
Massachusetts
$36K
WAM
1012
Wolverine Asset Management
Illinois
$35K +$34.2K +350 New
CHC
1013
City Holding Co
West Virginia
$32K -$9.78K -100 -24%
TC
1014
Truvestments Capital
Florida
$31K -$19.2K -196 -39%
AIM
1015
Arcadia Investment Management
Michigan
$31K
KLWA
1016
Kelly Lawrence W & Associates
California
$31K
RBC
1017
Roble Belko & Company
Pennsylvania
$31K
VRM
1018
Vectors Research Management
New York
$31K
NL
1019
NKCFO LLC
Illinois
$30K
SCA
1020
Stuart Chaussee & Associates
California
$30K +$28.5K +292 New
FQ
1021
First Quadrant
California
$29K -$496K -5,072 -95%
Loomis, Sayles & Company
1022
Loomis, Sayles & Company
Massachusetts
$29K -$237K -2,429 -90%
HI
1023
Hoey Investments
Pennsylvania
$29K
CAM
1024
Costello Asset Management
Pennsylvania
$28K
CFD
1025
Creative Financial Designs
Indiana
$27K -$9.38K -96 -26%

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.