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Eaton
ETN

1,088 hedge funds and large institutions have $28B invested in Eaton in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 362 increasing their positions, 455 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $218M | Put options by funds: $101M

22% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 87

11% more capital invested

Capital invested by funds: $25.1B → $28B (+$2.85B)

1.43% more ownership

Funds ownership: 78.58% → 80.01% (+1.4%)

1% more funds holding

Funds holding: 1,075 → 1,088 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

20% less repeat investments, than reductions

Existing positions increased: 362 | Existing positions reduced: 455

Holders
1,088
Holders Change
+13
Holders Change %
+1.21%
% of All Funds
22.31%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.23%
New
106
Increased
362
Reduced
455
Closed
87
Calls
$218M
Puts
$101M
Net Calls
+$117M
Net Calls Change
-$908K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$408M
2
Ameriprise
Ameriprise
Minnesota
+$180M
3
Charles Schwab
Charles Schwab
California
+$131M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$97.1M
5
EIP
Easterly Investment Partners
Massachusetts
+$90.4M

Top Sellers

Rank Fund Capital Flow
1
LSV Asset Management
LSV Asset Management
Illinois
-$221M
2
BlackRock
BlackRock
New York
-$159M
3
Victory Capital Management
Victory Capital Management
Texas
-$139M
4
Holocene Advisors
Holocene Advisors
New York
-$139M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
1076
Glen Eagle Advisors
New Jersey
$2.54K – – –
AWA
1077
Arkadios Wealth Advisors
Georgia
$2.27K -$247 -3 -11%
TIM
1078
Tortoise Investment Management
New York
$2K -$5.6K -68 -77%
CS
1079
Candriam SCA
Luxembourg
$2K -$82 -1 -4%
FMP
1080
Financial Management Professionals
Texas
$2K +$1.56K +19 New
Fidelity International
1081
Fidelity International
Bermuda
$2K +$1.81K +22 New
TJHA
1082
Thomas J. Herzfeld Advisors
Florida
$2K +$1.81K +22 New
AWM
1083
Apollon Wealth Management
South Carolina
$2K +$2.22K +27 New
CCA
1084
Column Capital Advisors
Indiana
$1K – – –
NSB
1085
Norway Savings Bank
Maine
$1K – – –
ST
1086
Sageworth Trust
Pennsylvania
$1K +$1.07K +13 New
APWA
1087
Atlas Private Wealth Advisors
New Jersey
$1K +$1.24K +15 New
FCH
1088
Freestone Capital Holdings
Washington
$393 +$8.4K +102 +2%
TI
1089
tru Independence
Oregon
$6 +$2.22K +27 +56%
Adage Capital Partners
1090
Adage Capital Partners
Massachusetts
– -$64.9M -835,939 Closed
CC
1091
Carlson Capital
Texas
– -$25.5M -328,085 Closed
PIA
1092
Piedmont Investment Advisors
North Carolina
– -$8.13M -104,692 Closed
Impax Asset Management Group
1093
Impax Asset Management Group
United Kingdom
– -$7.79M -100,303 Closed
CAM
1094
Congress Asset Management
Massachusetts
– -$5.98M -76,958 Closed
TF
1095
TIAA FSB
Florida
– -$4.54M -58,409 Closed
IA
1096
Icon Advisers
Colorado
– -$4.33M -55,700 Closed
CM
1097
Capula Management
Cayman Islands
– -$3.86M -49,697 Closed
CPC
1098
Cookson Peirce & Co
Pennsylvania
– -$3.56M -45,853 Closed
Twin Tree Management
1099
Twin Tree Management
Texas
– -$3.51M -45,153 Closed
HIP
1100
Harrell Investment Partners
Texas
– -$2.74M -35,263 Closed
42 43
44
45 46

ETN Hedge Fund Activity: Q2 2020 in Review

1,088 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2020, worth a combined $28B — up 11% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new ETN positions and 87 closed out — a net gain of 19 holders — while 362 added to existing stakes and 455 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $408M. The largest seller was LSV Asset Management, cutting an estimated $221M.

  • 1,088 institutional investors held Eaton (ETN) as of Q2 2020, up from 1,075 in Q1 2020.
  • Funds reported $28B of Eaton stock for Q2 2020, up 11% quarter-over-quarter.
  • 106 funds opened new Eaton positions in Q2 2020 and 87 closed out, a net change of +19 holders.
  • The largest Eaton buyer in Q2 2020 was JP Morgan Chase, an estimated $408M added.
  • The largest Eaton seller in Q2 2020 was LSV Asset Management, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2020.