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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
SAM
126
Scopus Asset Management
New York
$20.8M -$15.9M -162,318 -44%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$20.6M -$7.58M -77,539 -28%
SCCM
128
Schafer Cullen Capital Management
New York
$20.5M -$1.99M -20,352 -9%
ACI
129
AMP Capital Investors
Australia
$20.3M -$2.23M -22,805 -10%
HighTower Advisors
130
HighTower Advisors
Illinois
$20.2M -$280K -2,868 -1%
WT
131
Whittier Trust
California
$20.2M +$166K +1,697 +0.9%
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$20.2M -$1.3M -13,305 -6%
NIMC
133
NWQ Investment Management Company
California
$20.1M -$1.62M -16,593 -8%
HA
134
Homestead Advisers
Virginia
$19.6M -$2.13M -21,800 -10%
QI
135
QS Investors
New York
$19.5M -$1.37M -14,020 -7%
AA
136
Ancora Advisors
Ohio
$19.5M +$316K +3,230 +2%
DDPIC
137
Deroy & Devereaux Private Investment Counsel
Michigan
$19.4M -$198K -2,023 -1%
Adage Capital Partners
138
Adage Capital Partners
Massachusetts
$19.3M +$18.5M +189,206 New
VOYA Investment Management
139
VOYA Investment Management
Georgia
$19.1M -$864K -8,837 -5%
MNG
140
Manning & Napier Group
New York
$19M +$89.2K +912 +0.5%
ACI
141
Alpha Cubed Investments
California
$18.6M -$408K -4,178 -2%
Schroder Investment Management Group
142
Schroder Investment Management Group
United Kingdom
$18.5M +$598K +6,119 +4%
FCI
143
Financial Counselors Inc
Kansas
$18.3M +$1.72M +17,569 +11%
LPL Financial
144
LPL Financial
California
$18.2M +$4.61M +47,152 +36%
AA
145
ALPS Advisors
Colorado
$18.2M -$4.79M -49,024 -22%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$18.1M +$5.86M +59,932 +51%
SIC
147
Schwartz Investment Counsel
Michigan
$18M
GGI
148
Godsey & Gibb Inc
Virginia
$17.5M -$269K -2,750 -2%
Aberdeen Group
149
Aberdeen Group
United Kingdom
$17.3M -$2.14M -21,885 -11%
First Trust Advisors
150
First Trust Advisors
Illinois
$17.3M +$9.43M +96,423 +133%

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.