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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
SSWM
1076
Sheets Smith Wealth Management
North Carolina
$217K – – –
AIM
1077
Avity Investment Management
Connecticut
$216K +$1.58K +11 +0.8%
KPW
1078
Kore Private Wealth
New York
$214K +$208K +1,444 New
V
1079
VeraBank
Texas
$214K +$208K +1,446 New
WP
1080
WealthSource Partners
California
$213K -$17.9K -124 -8%
HIA
1081
Harbor Investment Advisory
Maryland
$212K -$13.4K -93 -6%
RPWA
1082
Regent Peak Wealth Advisors
Georgia
$212K +$193K +1,339 New
WP
1083
WealthPLAN Partners
Nebraska
$211K +$182K +1,265 New
AAM
1084
Aureus Asset Management
Massachusetts
$211K +$205K +1,425 New
BFM
1085
Boston Financial Management
Massachusetts
$210K +$204K +1,414 New
IF
1086
Intrua Financial
Texas
$209K +$180K +1,250 New
ECG
1087
Edge Capital Group
Georgia
$209K +$203K +1,409 New
RHBC
1088
R.H. Bluestein & Co
Michigan
$209K +$203K +1,410 New
HWM
1089
HFR Wealth Management
New York
$208K +$202K +1,402 New
APA
1090
Allegiant Private Advisors
Florida
$208K +$202K +1,405 New
DDC
1091
DF Dent & Co
Maryland
$208K +$202K +1,405 New
BFPW
1092
BOK Financial Private Wealth
Colorado
$208K +$203K +1,407 New
IAMOG
1093
Investors Asset Management of Georgia
Georgia
$207K +$202K +1,400 New
CRWM
1094
Castle Rock Wealth Management
California
$206K +$177K +1,229 New
LCM
1095
Logan Capital Management
Pennsylvania
$205K – – –
OC
1096
Oakworth Capital
Alabama
$205K +$41.1K +285 +26%
RPC
1097
Rossmore Private Capital
Connecticut
$203K +$197K +1,370 New
HHGA
1098
Halbert Hargrove Global Advisors
California
$203K +$198K +1,371 New
CIP
1099
Convergence Investment Partners
Florida
$202K +$197K +1,365 New
MIC
1100
Meridian Investment Counsel
California
$202K +$197K +1,365 New
42 43
44
45 46

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.