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1,109 hedge funds and large institutions have $32.6B invested in Eaton in 2020 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 356 increasing their positions, 465 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $266M | Put options by funds: $150M

52% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 65

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

17% more capital invested

Capital invested by funds: $28B → $32.6B (+$4.62B)

2% more funds holding

Funds holding: 1,0891,109 (+20)

0.08% less ownership

Funds ownership: 80.01%79.94% (-0.08%)

23% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 465

Holders
1,109
Holders Change
+20
Holders Change %
+1.84%
% of All Funds
22.37%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.3%
New
99
Increased
356
Reduced
465
Closed
65
Calls
$266M
Puts
$150M
Net Calls
+$116M
Net Calls Change
-$723K
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1101
Candriam SCA
Luxembourg
$2K -$196 -2 -9%
APWA
1102
Atlas Private Wealth Advisors
New Jersey
$2K
TIM
1103
Tortoise Investment Management
New York
$2K
CCA
1104
Column Capital Advisors
Indiana
$1K -$391 -4 -29%
NSB
1105
Norway Savings Bank
Maine
$1K
PFO
1106
Pathstone Family Office
New Jersey
$1K
AWM
1107
Adams Wealth Management
Utah
$1K +$1.27K +13 New
CAGAS
1108
Capital Advisory Group Advisory Services
Minnesota
$1K +$1.37K +14 New
SXL
1109
Summit X LLC
Missouri
$204 +$49.7K +508 New
FCA
1110
FinTrust Capital Advisors
South Carolina
$129 +$10.3K +105 +9%
HCM
1111
Hamlin Capital Management
New York
-$53.9M -616,480 Closed
Renaissance Technologies
1112
Renaissance Technologies
New York
-$44M -502,711 Closed
LSV Asset Management
1113
LSV Asset Management
Illinois
-$34.4M -393,305 Closed
MHI
1114
Miller Howard Investments
New York
-$28.1M -321,604 Closed
Squarepoint
1115
Squarepoint
New York
-$7.81M -79,942 Closed
NCM
1116
Nelson Capital Management
California
-$5.87M -67,115 Closed
HF
1117
HRT Financial
New York
-$5.74M -65,634 Closed
BPM
1118
Bronson Point Management
Connecticut
-$3.5M -40,000 Closed
FA
1119
Fagan Associates
New York
-$2.75M -31,461 Closed
CC
1120
Cipher Capital
New York
-$2.39M -27,367 Closed
SSA
1121
Schonfeld Strategic Advisors
New York
-$2.21M -25,280 Closed
SIM
1122
Sentry Investment Management
Wisconsin
-$2M -22,906 Closed
LP
1123
LMR Partners
United Kingdom
-$1.8M -20,552 Closed
EP
1124
Edgestream Partners
New Jersey
-$1.68M -19,222 Closed
NL
1125
NWAM LLC
Washington
-$1.6M -18,321 Closed

ETN Hedge Fund Activity: Q3 2020 in Review

1,109 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2020, worth a combined $32.6B — up 17% from $28B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new ETN positions and 65 closed out — a net gain of 34 holders — while 356 added to existing stakes and 465 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $317M. The largest seller was Nordea Investment Management, cutting an estimated $66.6M.

  • 1,109 institutional investors held Eaton (ETN) as of Q3 2020, up from 1,089 in Q2 2020.
  • Funds reported $32.6B of Eaton stock for Q3 2020, up 17% quarter-over-quarter.
  • 99 funds opened new Eaton positions in Q3 2020 and 65 closed out, a net change of +34 holders.
  • The largest Eaton buyer in Q3 2020 was JP Morgan Chase, an estimated $317M added.
  • The largest Eaton seller in Q3 2020 was Nordea Investment Management, an estimated $66.6M sold.

Based on aggregated 13F filings for Q3 2020.