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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
TF
1051
TimeScale Financial
Massachusetts
$18K
WLPWM
1052
Walled Lake Planning & Wealth Management
Illinois
$18K +$98 +1 +0.6%
EWA
1053
Evolution Wealth Advisors
Florida
$18K +$2.93K +30 +20%
IAS
1054
IMA Advisory Services
Colorado
$17K
MHR
1055
Matthew Hamilton Rosenberg
$17K
ATC
1056
Adirondack Trust Company
New York
$15K
KTC
1057
Kistler-Tiffany Companies
Pennsylvania
$15K
LWM
1058
Liberty Wealth Management
California
$15K +$4.79K +49 +51%
CA
1059
Crewe Advisors
Utah
$15K +$14.1K +144 New
BBL
1060
Beck Bode LLC
Massachusetts
$15K +$14.7K +150 New
BWP
1061
Baldwin Wealth Partners
Massachusetts
$14K
WB
1062
West Bancorporation
Iowa
$13K
AA
1063
Advisory Alpha
Michigan
$13K +$12.3K +126 New
NIC
1064
Northwest Investment Counselors
Oregon
$13K +$12.7K +130 New
Millennium Management
1065
Millennium Management
New York
$13K +$3.63M +37,163 +41%
FP
1066
Financial Perspectives
Minnesota
$12.7K
CSPIA
1067
Cary Street Partners Investment Advisory
Virginia
$12K +$11.7K +120 New
CYG
1068
Clean Yield Group
Vermont
$11K -$19.6K -200 -66%
JFA
1069
JNBA Financial Advisors
Minnesota
$11K
TSW
1070
Thompson Siegel & Walmsley
Virginia
$11K
HWM
1071
HighMark Wealth Management
Minnesota
$10K
LS
1072
Leelyn Smith
Illinois
$10K
TWA
1073
TCI Wealth Advisors
Arizona
$10K
VCM
1074
Versant Capital Management
Arizona
$10K
CHA
1075
Carmichael Hill & Associates
Maryland
$9K

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.