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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
TI
1076
tru Independence
Oregon
$4 – – –
Hotchkis & Wiley Capital Management
1077
Hotchkis & Wiley Capital Management
California
– -$111M -1,167,782 Closed
Balyasny Asset Management
1078
Balyasny Asset Management
Illinois
– -$105M -1,107,211 Closed
RHBC
1079
R.H. Bluestein & Co
Michigan
– -$24.9M -263,132 Closed
Assenagon Asset Management
1080
Assenagon Asset Management
Luxembourg
– -$23.1M -243,737 Closed
CCM
1081
Cinctive Capital Management
New York
– -$17.2M -181,800 Closed
MWNA
1082
Marshall Wace North America
New York
– -$15.6M -164,447 Closed
AR
1083
Advisory Research
Illinois
– -$14.1M -148,858 Closed
SFI
1084
Susquehanna Fundamental Investments
Pennsylvania
– -$9.26M -97,800 Closed
WI
1085
WBI Investments
New Jersey
– -$9.12M -96,265 Closed
USAA
1086
United Services Automobile Association
Texas
– -$7.26M -76,600 Closed
PP
1087
Paloma Partners
Connecticut
– -$6.17M -65,152 Closed
CGM
1088
Centenus Global Management
New York
– -$6.16M -65,000 Closed
SWMG
1089
Signature Wealth Management Group
Georgia
– -$3.82M -40,361 Closed
BBVA
1090
Banco Bilbao Vizcaya Argentaria
Spain
– -$3.64M -38,457 Closed
ANTB
1091
AMG National Trust Bank
Colorado
– -$3.37M -35,612 Closed
Wolverine Trading
1092
Wolverine Trading
Illinois
– -$3.25M -35,501 Closed
HF
1093
HRT Financial
New York
– -$2.66M -28,069 Closed
SIM
1094
Sentry Investment Management
Wisconsin
– -$2.45M -25,822 Closed
Squarepoint
1095
Squarepoint
New York
– -$2.42M -25,534 Closed
CB
1096
Cadence Bank
Mississippi
– -$2.4M -25,360 Closed
LCM
1097
Landscape Capital Management
New Jersey
– -$2.38M -25,180 Closed
ACM
1098
Advent Capital Management
New York
– -$2.37M -25,000 Closed
CAM
1099
Cypress Asset Management
Texas
– -$2.37M -24,990 Closed
NSAM
1100
North Star Asset Management
Wisconsin
– -$2.34M -24,700 Closed
42 43
44
45 46

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.