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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
MA
1026
MCF Advisors
Kentucky
$27K +$25.9K +265 New
ME
1027
McIlrath & Eck
Washington
$26K
HWA
1028
HHM Wealth Advisors
Tennessee
$26K +$19.6K +200 +357%
BC
1029
Barnett & Company
Tennessee
$25K
BWM
1030
Baystate Wealth Management
Massachusetts
$25K +$196 +2 +0.8%
ETC
1031
Exchange Traded Concepts
Oklahoma
$23K -$1.93M -19,783 -99%
TCM
1032
Tradewinds Capital Management
Washington
$23K
LJHT
1033
Laurie J. Hall Trustee
$23K +$22.5K +230 New
EIM
1034
Essex Investment Management
Massachusetts
$22K
FMII
1035
Farmers & Merchants Investments Inc
Nebraska
$22K
MF
1036
Manchester Financial
California
$22K
EW
1037
Evoke Wealth
California
$21K -$880 -9 -4%
FRA
1038
Front Row Advisors
California
$21K +$6.26K +64 +59%
AP
1039
Atwood & Palmer
Missouri
$20K
BWA
1040
Burt Wealth Advisors
Maryland
$20K
EARNEST Partners
1041
EARNEST Partners
Georgia
$20K
FFC
1042
First Financial Corp
Indiana
$20K
TF
1043
Tompkins Financial
New York
$20K
TPWA
1044
TRUE Private Wealth Advisors
Oregon
$20K
WAS
1045
Winch Advisory Services
Wisconsin
$20K +$98 +1 +0.5%
TFM
1046
TFC Financial Management
Massachusetts
$20K +$18.9K +193 New
AIM
1047
Aigen Investment Management
New York
$19K +$18.2K +186 New
APW
1048
Acima Private Wealth
Virginia
$18K
CWM
1049
Cranbrook Wealth Management
Michigan
$18K
PFSC
1050
Peoples Financial Services Corp
Pennsylvania
$18K

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.