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Eaton
ETN

1,309 hedge funds and large institutions have $47.5B invested in Eaton in 2021 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 497 increasing their positions, 462 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $311M | Put options by funds: $169M

22% more funds holding in top 10

Funds holding in top 10: 18 → 22 (+4)

21% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 100

7% more capital invested

Capital invested by funds: $44.3B → $47.5B (+$3.18B)

8% more repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 462

0% more funds holding

Funds holding: 1,305 → 1,309 (+4)

0.37% less ownership

Funds ownership: 80.65% → 80.28% (-0.37%)

Holders
1,309
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
22.79%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.38%
New
121
Increased
497
Reduced
462
Closed
100
Calls
$311M
Puts
$169M
Net Calls
+$142M
Net Calls Change
-$21.5M

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$368M
2
Bessemer Group
Bessemer Group
New Jersey
+$261M
3
ClearBridge Investments
ClearBridge Investments
New York
+$160M
4
Bank of America
Bank of America
North Carolina
+$133M
5
Macquarie Group
Macquarie Group
Australia
+$108M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$327M
2
CS
Credit Suisse
Switzerland
-$194M
3
BlackRock
BlackRock
New York
-$191M
4
FMI
Fiduciary Management Inc
Wisconsin
-$127M
5
Millennium Management
Millennium Management
New York
-$83.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1051
Westover Capital Advisors
Delaware
$235K – – –
CT
1052
Chicago Trust
Illinois
$235K +$229K +1,586 New
VWA
1053
Visionary Wealth Advisors
Illinois
$234K -$85.6K -594 -27%
BAS
1054
Brown Advisory Securities
Maryland
$234K – – –
CC
1055
Centiva Capital
New York
$234K +$228K +1,581 New
HPWM
1056
Highland Private Wealth Management
Washington
$233K +$1.15K +8 +0.5%
SAM
1057
Secure Asset Management
Michigan
$233K +$227K +1,574 New
TP
1058
Tranquility Partners
Tennessee
$232K – – –
OPA
1059
Old Port Advisors
Maine
$231K -$111K -770 -34%
BFO
1060
Boston Family Office
Massachusetts
$231K – – –
OQS
1061
Occudo Quantitative Strategies
Florida
$230K -$717K -4,976 -76%
MC
1062
Maverick Capital
Texas
$227K -$111K -767 -33%
BDFN
1063
Bond & Devick Financial Network
Minnesota
$227K – – –
ACP
1064
Aviance Capital Partners
Florida
$226K – – –
WA
1065
Winfield Associates
Ohio
$225K -$4.32K -30 -2%
HA
1066
Harfst & Associates
Wyoming
$224K -$408K -2,834 -65%
PA
1067
Perennial Advisors
New York
$224K – – –
SAM
1068
Smithbridge Asset Management
Pennsylvania
$224K +$217K +1,509 New
BONH
1069
Bank of New Hampshire
New Hampshire
$224K +$218K +1,515 New
AIC
1070
Ameritas Investment Company
Nebraska
$222K -$227K -1,574 -75%
DWP
1071
Destiny Wealth Partners
Florida
$222K +$216K +1,500 New
WA
1072
WBH Advisory
Maryland
$221K -$21.6K -150 -10%
CA
1073
Centerpoint Advisors
Massachusetts
$221K – – –
PCP
1074
Proficio Capital Partners
Massachusetts
$221K +$215K +1,494 New
FBFS
1075
First Business Financial Services
Wisconsin
$219K +$213K +1,479 New
41 42
43
44 45

ETN Hedge Fund Activity: Q2 2021 in Review

1,309 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2021, worth a combined $47.5B — up 7.2% from $44.3B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ETN positions and 100 closed out — a net gain of 21 holders — while 497 added to existing stakes and 462 trimmed.

The largest buyer was DZ Bank, adding an estimated $368M. The largest seller was Ameriprise, cutting an estimated $327M.

  • 1,309 institutional investors held Eaton (ETN) as of Q2 2021, up from 1,305 in Q1 2021.
  • Funds reported $47.5B of Eaton stock for Q2 2021, up 7.2% quarter-over-quarter.
  • 121 funds opened new Eaton positions in Q2 2021 and 100 closed out, a net change of +21 holders.
  • The largest Eaton buyer in Q2 2021 was DZ Bank, an estimated $368M added.
  • The largest Eaton seller in Q2 2021 was Ameriprise, an estimated $327M sold.

Based on aggregated 13F filings for Q2 2021.