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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
BC
1126
Brookfield Corp
Ontario, Canada
-$1.22M -13,892 Closed
OSIA
1127
O'Shares Investment Advisers
Massachusetts
-$1.1M -12,624 Closed
Verition Fund Management
1128
Verition Fund Management
Connecticut
-$948K -10,832 Closed
SW
1129
SkyOak Wealth
Michigan
-$912K -10,424 Closed
LOAMU
1130
Lombard Odier Asset Management (USA)
New York
-$875K -10,000 Closed
QIM
1131
Quantitative Investment Management
Virginia
-$652K -7,454 Closed
AI
1132
ArchPoint Investors
Florida
-$650K -7,435 Closed
EH
1133
Employers Holdings
Nevada
-$583K -6,665 Closed
HPC
1134
Hobart Private Capital
North Carolina
-$542K -6,198 Closed
CL
1135
CPWM LLC
Washington
-$541K -6,188 Closed
NIM
1136
NXG Investment Management
Texas
-$512K -5,849 Closed
GAM
1137
Griffin Asset Management
New York
-$482K -5,508 Closed
MIA
1138
MainStreet Investment Advisors
Illinois
-$463K -5,291 Closed
OIA
1139
OneDigital Investment Advisors
Kansas
-$439K -5,019 Closed
BCA
1140
Bay Colony Advisors
Massachusetts
-$376K -4,293 Closed
LCM
1141
Laurion Capital Management
New York
-$362K -4,137 Closed
AGM
1142
Alpine Global Management
New York
-$361K -4,130 Closed
CMO
1143
Covenant Multifamily Offices
Texas
-$345K -3,946 Closed
LFASL
1144
Lugano Financial Advisors SA (LFA)
Switzerland
-$305K -3,496 Closed
SIA
1145
Strategic Investment Advisors
Michigan
-$300K -3,425 Closed
LA
1146
LVW Advisors
New York
-$274K -3,137 Closed
SAM
1147
Smithbridge Asset Management
Pennsylvania
-$259K -2,957 Closed
SRAM
1148
Stone Ridge Asset Management
New York
-$256K -2,923 Closed
YIA
1149
YHB Investment Advisors
Connecticut
-$256K -2,921 Closed
NIT
1150
NumerixS Investment Technologies
British Columbia, Canada
-$236K -2,700 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.