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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
1832 Asset Management
1101
1832 Asset Management
Ontario, Canada
– -$2.38M -30,200 Closed
CIP
1102
Convergence Investment Partners
Florida
– -$2.08M -26,751 Closed
PFT
1103
Providence First Trust
Arizona
– -$1.94M -24,996 Closed
GPFA
1104
Game Plan Financial Advisors
Ohio
– -$1.83M -23,534 Closed
WAM
1105
Weiss Asset Management
Massachusetts
– -$1.81M -23,293 Closed
BS
1106
Banco Santander
Spain
– -$1.74M -22,390 Closed
NEI
1107
Northwest & Ethical Investments
Ontario, Canada
– -$1.7M -21,844 Closed
UFF
1108
USA Financial Formulas
Michigan
– -$1.69M -21,761 Closed
PC
1109
PointState Capital
New York
– -$1.5M -19,300 Closed
CSS
1110
Cubist Systematic Strategies
Connecticut
– -$1.42M -18,300 Closed
WCMNY
1111
Westchester Capital Management (New York)
New York
– -$1.35M -17,400 Closed
II
1112
Inspire Investing
Idaho
– -$1.34M -17,268 Closed
CIM
1113
CenturyLink Investment Management
Colorado
– -$1.08M -13,869 Closed
Two Sigma Investments
1114
Two Sigma Investments
New York
– -$920K -11,847 Closed
REMPR
1115
Roof Eidam Maycock Peralta (REMP)
California
– -$863K -11,107 Closed
WAM
1116
Wolverine Asset Management
Illinois
– -$776K -10,000 Closed
DS
1117
DRW Securities
Illinois
– -$736K -9,470 Closed
PG
1118
Pendal Group
Australia
– -$726K -9,340 Closed
AWAM
1119
Appian Way Asset Management
New York
– -$713K -9,180 Closed
RIM
1120
Redwood Investment Management
Arizona
– -$694K -8,935 Closed
OCM
1121
Orleans Capital Management
Louisiana
– -$682K -8,775 Closed
DF
1122
Donoghue Forlines
Massachusetts
– -$678K -8,733 Closed
LOAMS
1123
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$651K -8,375 Closed
FA
1124
Faithward Advisors
Pennsylvania
– -$624K -8,031 Closed
PI
1125
PFS Investments
Georgia
– -$606K -7,800 Closed
43 44
45
46 47

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.