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Eaton
ETN

1,309 hedge funds and large institutions have $47.5B invested in Eaton in 2021 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 497 increasing their positions, 462 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $311M | Put options by funds: $169M

22% more funds holding in top 10

Funds holding in top 10: 18 → 22 (+4)

21% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 100

7% more capital invested

Capital invested by funds: $44.3B → $47.5B (+$3.18B)

8% more repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 462

0% more funds holding

Funds holding: 1,305 → 1,309 (+4)

0.37% less ownership

Funds ownership: 80.65% → 80.28% (-0.37%)

Holders
1,309
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
22.79%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.38%
New
121
Increased
497
Reduced
462
Closed
100
Calls
$311M
Puts
$169M
Net Calls
+$142M
Net Calls Change
-$21.5M

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$368M
2
Bessemer Group
Bessemer Group
New Jersey
+$261M
3
ClearBridge Investments
ClearBridge Investments
New York
+$160M
4
Bank of America
Bank of America
North Carolina
+$133M
5
Macquarie Group
Macquarie Group
Australia
+$108M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$327M
2
CS
Credit Suisse
Switzerland
-$194M
3
BlackRock
BlackRock
New York
-$191M
4
FMI
Fiduciary Management Inc
Wisconsin
-$127M
5
Millennium Management
Millennium Management
New York
-$83.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
1201
First Command Bank
Texas
$42K – – –
FCFS
1202
First Command Financial Services
Texas
$42K – – –
SOW
1203
State of Wyoming
Wyoming
$42K +$40.6K +282 New
MAM
1204
McCarthy Asset Management
California
$41K – – –
CAM
1205
Costello Asset Management
Pennsylvania
$40K – – –
Loomis, Sayles & Company
1206
Loomis, Sayles & Company
Massachusetts
$40K +$865 +6 +2%
HWA
1207
HHM Wealth Advisors
Tennessee
$38K – – –
COCM
1208
Charter Oak Capital Management
New Hampshire
$37K – – –
BWM
1209
Baystate Wealth Management
Massachusetts
$37K +$288 +2 +0.8%
JGIA
1210
Jackson Grant Investment Advisers
Connecticut
$35K +$3.17K +22 +10%
CWC
1211
Carolinas Wealth Consulting
North Carolina
$34K -$52.6K -365 -61%
LJHT
1212
Laurie J. Hall Trustee
$34K – – –
FPB
1213
First PREMIER Bank
South Dakota
$34K +$32.4K +225 New
TCM
1214
Tradewinds Capital Management
Washington
$33K – – –
CP
1215
Castleview Partners
Texas
$33K +$32.3K +224 New
FMII
1216
Farmers & Merchants Investments Inc
Nebraska
$32K – – –
ME
1217
McIlrath & Eck
Washington
$31K +$7.78K +54 +34%
EIM
1218
Essex Investment Management
Massachusetts
$30K – – –
FFC
1219
First Financial Corp
Indiana
$30K – – –
WAS
1220
Winch Advisory Services
Wisconsin
$30K +$144 +1 +0.5%
CDIA
1221
Capital Directions Investment Advisors
Georgia
$30K +$28.8K +200 New
EARNEST Partners
1222
EARNEST Partners
Georgia
$29K – – –
TFM
1223
TFC Financial Management
Massachusetts
$29K – – –
BWP
1224
Baldwin Wealth Partners
Massachusetts
$29K +$8.65K +60 +44%
JFA
1225
JNBA Financial Advisors
Minnesota
$27K – – –
47 48
49
50 51

ETN Hedge Fund Activity: Q2 2021 in Review

1,309 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2021, worth a combined $47.5B — up 7.2% from $44.3B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ETN positions and 100 closed out — a net gain of 21 holders — while 497 added to existing stakes and 462 trimmed.

The largest buyer was DZ Bank, adding an estimated $368M. The largest seller was Ameriprise, cutting an estimated $327M.

  • 1,309 institutional investors held Eaton (ETN) as of Q2 2021, up from 1,305 in Q1 2021.
  • Funds reported $47.5B of Eaton stock for Q2 2021, up 7.2% quarter-over-quarter.
  • 121 funds opened new Eaton positions in Q2 2021 and 100 closed out, a net change of +21 holders.
  • The largest Eaton buyer in Q2 2021 was DZ Bank, an estimated $368M added.
  • The largest Eaton seller in Q2 2021 was Ameriprise, an estimated $327M sold.

Based on aggregated 13F filings for Q2 2021.