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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
CS
1301
Candriam SCA
Luxembourg
$2K -$144 -1 -6%
AWMS
1302
Advocacy Wealth Management Services
Georgia
$2K +$1.87K +13 New
SJIM
1303
St. Johns Investment Management
Florida
$2K +$2.02K +14 New
TFGT
1304
TS Financial Group (TSFG)
Illinois
$2K +$2.02K +14 New
TAM
1305
Tucker Asset Management
Colorado
$1.48K – – –
AIA
1306
Arcadia Investment Advisors
Idaho
$1.48K +$1.44K +10 New
GFPC
1307
Global Financial Private Client
Florida
$1.2K – – –
CMBA
1308
C.M. Bidwell & Associates
Hawaii
$1K +$1.01K +7 New
SMG
1309
Spectrum Management Group
Indiana
$1K +$1.15K +8 New
H
1310
HoyleCohen
California
$540 -$164K -1,140 -24%
BBHC
1311
Brown Brothers Harriman & Co
New York
$279 +$63.7K +442 +31%
FMI
1312
Factory Mutual Insurance
Massachusetts
– -$60.8M -439,475 Closed
HF
1313
HRT Financial
New York
– -$41M -296,838 Closed
VanEck Associates
1314
VanEck Associates
New York
– -$26.6M -192,035 Closed
MIFH
1315
Migdal Insurance & Financial Holdings
Israel
– -$22.1M -160,000 Closed
GGI
1316
Godsey & Gibb Inc
Virginia
– -$20.8M -150,586 Closed
MWNA
1317
Marshall Wace North America
New York
– -$17.2M -124,660 Closed
OCAM
1318
Owl Creek Asset Management
New York
– -$16.5M -119,550 Closed
WIC
1319
Willis Investment Counsel
Georgia
– -$13.4M -96,700 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1320
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$10.2M -73,936 Closed
CC
1321
Cartenna Capital
Connecticut
– -$9.96M -72,051 Closed
Qube Research & Technologies (QRT)
1322
Qube Research & Technologies (QRT)
United Kingdom
– -$9.3M -67,228 Closed
MS
1323
Maven Securities
Jersey
– -$7.93M -55,000 Closed
MLICM
1324
Metropolitan Life Insurance Company (MetLife)
New York
– -$6.81M -49,218 Closed
EGM
1325
Engineers Gate Manager
New York
– -$6.63M -47,931 Closed
51 52
53
54 55

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.