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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
NAS
1151
Nicolet Advisory Services
Wisconsin
-$235K -2,681 Closed
ACM
1152
AlphaCrest Capital Management
New York
-$215K -2,463 Closed
IF
1153
Intrua Financial
Texas
-$240K -2,363 Closed
PAMP
1154
Polar Asset Management Partners
Ontario, Canada
-$206K -2,356 Closed
BFM
1155
Boston Financial Management
Massachusetts
-$142K -1,619 Closed
PA
1156
Perennial Advisors
New York
-$132K -1,514 Closed
FC
1157
FORA Capital
Florida
-$85K -971 Closed
EWP
1158
Engrave Wealth Partners
Texas
-$73K -836 Closed
BL
1159
Balentine LLC
Georgia
-$60K -686 Closed
RDWM
1160
Red Door Wealth Management
Tennessee
-$40K -467 Closed
HFA
1161
Hoover Financial Advisors
Pennsylvania
-$33K -375 Closed
THWM
1162
Taylor Hoffman Wealth Management
Virginia
-$30K -340 Closed
NICM
1163
Neo Ivy Capital Management
New York
-$25K -291 Closed
CFG
1164
Citizens Financial Group
Rhode Island
-$24K -276 Closed
PGAM
1165
Princeton Global Asset Management
New Jersey
-$21K -246 Closed
JWA
1166
JFS Wealth Advisors
Pennsylvania
-$17K -200 Closed
TFA
1167
Transamerica Financial Advisors
Florida
-$15K -167 Closed
KPW
1168
Kore Private Wealth
New York
-$13K -151 Closed
PA
1169
Procyon Advisors
Connecticut
-$9K -98 Closed
BEI
1170
Benjamin Edwards Inc
Missouri
-$8K -90 Closed
PIMG
1171
Patriot Investment Management Group
Tennessee
-$7K -80 Closed
SWM
1172
Selective Wealth Management
Virginia
-$5K -54 Closed
FANJ
1173
Financial Architects (New Jersey)
New Jersey
-$4K -46 Closed
AWM
1174
Apollon Wealth Management
South Carolina
-$2K -27 Closed
ST
1175
Sageworth Trust
Pennsylvania
-$1K -13 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.