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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
Franklin Resources
151
Franklin Resources
California
$17.2M +$10M +102,271 +154%
Macquarie Group
152
Macquarie Group
Australia
$17.2M +$788K +8,059 +5%
Treasurer of the State of North Carolina
153
Treasurer of the State of North Carolina
North Carolina
$17.1M +$75.3K +770 +0.5%
TIP
154
Torray Investment Partners
Maryland
$17.1M -$364K -3,723 -2%
EB
155
Eastern Bank
Massachusetts
$17M +$67K +685 +0.4%
GF
156
Gabelli Funds
New York
$16.9M -$440K -4,500 -3%
EAM
157
Eagle Asset Management
Florida
$16.7M +$16.2M +165,262 New
Retirement Systems of Alabama
158
Retirement Systems of Alabama
Alabama
$16.5M -$955K -9,768 -6%
DP
159
DDD Partners
Washington
$16.4M +$1.04M +10,685 +7%
GAI
160
General American Investors
New York
$15.7M
DAM
161
Delta Asset Management
Tennessee
$15.6M -$30K -307 -0.2%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$15.3M -$599K -6,128 -4%
SC
163
Shellback Capital
Massachusetts
$15.3M +$14.7M +150,000 New
AIM
164
Achmea Investment Management
Netherlands
$15.2M -$26.3M -269,050 -64%
ABC
165
Associated Banc-Corp
Wisconsin
$14.9M -$312K -3,194 -2%
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$14.8M -$986K -10,084 -6%
Axa
167
Axa
France
$14.5M -$28.1M -287,528 -67%
CIP
168
Cornerstone Investment Partners
Georgia
$14.3M -$8.29M -84,800 -38%
MHC
169
Meyer Handelman Company
New York
$14M -$68.4K -700 -0.5%
VanEck Associates
170
VanEck Associates
New York
$13.6M +$1.48M +15,161 +13%
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$13.5M +$2.98M +30,476 +30%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$13.5M -$2.21M -22,571 -15%
MCM
173
MAI Capital Management
Ohio
$13.4M +$9.09K +93 +0.1%
FAF
174
Fjarde Ap-fonden
Sweden
$13.3M +$743K +7,600 +6%
FBP
175
Flippin Bruce & Porter
Virginia
$13.3M -$758K -7,751 -6%

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.