We are live on ! Find out more
ETN icon

Eaton
ETN

1,306 hedge funds and large institutions have $44.3B invested in Eaton in 2021 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 430 increasing their positions, 499 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $286M | Put options by funds: $123M

93% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 91

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

15% more capital invested

Capital invested by funds: $38.4B → $44.3B (+$5.93B)

6% more funds holding

Funds holding: 1,229 → 1,306 (+77)

0.82% more ownership

Funds ownership: 79.83% → 80.65% (+0.82%)

14% less repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 499

Holders
1,306
Holders Change
+77
Holders Change %
+6.27%
% of All Funds
22.93%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
176
Increased
430
Reduced
499
Closed
91
Calls
$286M
Puts
$123M
Net Calls
+$163M
Net Calls Change
+$12.5M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$340M
2
Bank of America
Bank of America
North Carolina
+$280M
3
JP Morgan Chase
JP Morgan Chase
New York
+$204M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$153M
5
Swedbank
Swedbank
Sweden
+$146M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$508M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$274M
3
American Century Companies
American Century Companies
Missouri
-$135M
4
CB
Cooke & Bieler
Pennsylvania
-$120M
5
Citadel Advisors
Citadel Advisors
Florida
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
1101
Bond & Devick Financial Network
Minnesota
$212K +$198K +1,534 New
HIA
1102
Harbor Investment Advisory
Maryland
$211K +$258 +2 +0.1%
ACP
1103
Aviance Capital Partners
Florida
$211K +$196K +1,524 New
PA
1104
Perennial Advisors
New York
$209K – – –
CHAM
1105
Clear Harbor Asset Management
Connecticut
$209K +$195K +1,513 New
ICG
1106
InterOcean Capital Group
Tennessee
$208K +$194K +1,505 New
CVM
1107
Cheviot Value Management
California
$207K +$193K +1,496 New
MFW
1108
Meristem Family Wealth
Minnesota
$207K +$193K +1,500 New
BUB
1109
BBVA USA Bancshares
Texas
$207K +$194K +1,502 New
CA
1110
Centerpoint Advisors
Massachusetts
$206K -$38.7K -300 -17%
WT
1111
Washington Trust
Rhode Island
$203K – – –
SSWM
1112
Sheets Smith Wealth Management
North Carolina
$203K +$189K +1,466 New
MA
1113
Mutual Advisors
Nebraska
$203K +$189K +1,467 New
HDIM
1114
Hanson & Doremus Investment Management
Vermont
$202K +$645 +5 +0.3%
AIM
1115
Avity Investment Management
Connecticut
$201K -$35.5K -275 -16%
OIA
1116
OneDigital Investment Advisors
Kansas
$201K +$187K +1,453 New
LCM
1117
Logan Capital Management
Pennsylvania
$191K -$198K -1,534 -53%
VCM
1118
Vigilant Capital Management
Maine
$186K – – –
AIM
1119
Axiom Investment Management
New York
$182K +$169K +1,309 New
SBSB
1120
Sullivan, Bruyette, Speros & Blaney
Virginia
$181K – – –
GWSG
1121
GPS Wealth Strategies Group
Colorado
$176K +$165K +1,279 New
CLOS
1122
Compagnie Lombard Odier SCmA
Switzerland
$172K – – –
SQA
1123
Simon Quick Advisors
New Jersey
$172K +$61.2K +475 +61%
FCA
1124
FinTrust Capital Advisors
South Carolina
$169K -$30.9K -240 -16%
FWM
1125
Focused Wealth Management
New York
$166K – – –
43 44
45
46 47

ETN Hedge Fund Activity: Q1 2021 in Review

1,306 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2021, worth a combined $44.3B — up 15% from $38.4B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new ETN positions and 91 closed out — a net gain of 85 holders — while 430 added to existing stakes and 499 trimmed.

The largest buyer was Vanguard Group, adding an estimated $340M. The largest seller was Charles Schwab, cutting an estimated $508M.

  • 1,306 institutional investors held Eaton (ETN) as of Q1 2021, up from 1,229 in Q4 2020.
  • Funds reported $44.3B of Eaton stock for Q1 2021, up 15% quarter-over-quarter.
  • 176 funds opened new Eaton positions in Q1 2021 and 91 closed out, a net change of +85 holders.
  • The largest Eaton buyer in Q1 2021 was Vanguard Group, an estimated $340M added.
  • The largest Eaton seller in Q1 2021 was Charles Schwab, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2021.