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Eaton
ETN

1,345 hedge funds and large institutions have $47.5B invested in Eaton in 2021 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 511 increasing their positions, 465 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $322M | Put options by funds: $187M

72% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 72

3% more funds holding

Funds holding: 1,310 → 1,345 (+35)

10% more repeat investments, than reductions

Existing positions increased: 511 | Existing positions reduced: 465

0% less capital invested

Capital invested by funds: $47.5B → $47.5B (-$2.62M)

0.38% less ownership

Funds ownership: 80.28% → 79.9% (-0.38%)

9% less funds holding in top 10

Funds holding in top 10: 22 → 20 (-2)

Holders
1,345
Holders Change
+35
Holders Change %
+2.67%
% of All Funds
23.54%
Holding in Top 10
20
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.09%
% of All Funds
0.35%
New
124
Increased
511
Reduced
465
Closed
72
Calls
$322M
Puts
$187M
Net Calls
+$135M
Net Calls Change
-$6.7M

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$574M
2
CS
Credit Suisse
Switzerland
+$201M
3
CAM
Congress Asset Management
Massachusetts
+$98.9M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$66.6M
5
FMI
Factory Mutual Insurance
Massachusetts
+$66.4M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$336M
2
BlackRock
BlackRock
New York
-$216M
3
Norges Bank
Norges Bank
Norway
-$180M
4
UIM
USS Investment Management
United Kingdom
-$170M
5
N
Nuveen
North Carolina
-$151M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1401
KB Financial Partners
New Jersey
– -$59K -399 Closed
PSIWM
1402
Paradigm Strategies in Wealth Management
Minnesota
– -$58K -390 Closed
SL
1403
Savior LLC
Massachusetts
– -$52K -349 Closed
SOW
1404
State of Wyoming
Wyoming
– -$42K -282 Closed
EBSAM
1405
Eubel Brady & Suttman Asset Management
Ohio
– -$24K -176 Closed
SB
1406
Strategic Blueprint
Georgia
– -$23K -154 Closed
BBL
1407
Beck Bode LLC
Massachusetts
– -$22K -150 Closed
Credit Agricole
1408
Credit Agricole
France
– -$21K -139 Closed
PI
1409
PEAK6 Investments
Illinois
– -$20K -125 Closed
FFG
1410
Ford Financial Group
California
– -$11K -80 Closed
IRAG
1411
Investment Research & Advisory Group
Georgia
– -$8K -57 Closed
PGWM
1412
Parisi Gray Wealth Management
New Jersey
– -$7K -47 Closed
MIM
1413
Macroview Investment Management
Maryland
– -$4K -28 Closed
PWP
1414
Personal Wealth Partners
Minnesota
– -$3K -23 Closed
SFO
1415
Standard Family Office
South Dakota
– -$3K -19 Closed
SJIM
1416
St. Johns Investment Management
Florida
– -$2K -14 Closed
AIA
1417
Arcadia Investment Advisors
Idaho
– -$1.48K -10 Closed
SMG
1418
Spectrum Management Group
Indiana
– -$1K -8 Closed
53 54 55 56
57

ETN Hedge Fund Activity: Q3 2021 in Review

1,345 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2021, worth a combined $47.5B — down 0.01% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new ETN positions and 72 closed out — a net gain of 52 holders — while 511 added to existing stakes and 465 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $574M. The largest seller was JP Morgan Chase, cutting an estimated $336M.

  • 1,345 institutional investors held Eaton (ETN) as of Q3 2021, up from 1,310 in Q2 2021.
  • Funds reported $47.5B of Eaton stock for Q3 2021, down 0.01% quarter-over-quarter.
  • 124 funds opened new Eaton positions in Q3 2021 and 72 closed out, a net change of +52 holders.
  • The largest Eaton buyer in Q3 2021 was ClearBridge Investments, an estimated $574M added.
  • The largest Eaton seller in Q3 2021 was JP Morgan Chase, an estimated $336M sold.

Based on aggregated 13F filings for Q3 2021.