Eaton
ETN
1,088 hedge funds and large institutions have $28B invested in Eaton in 2020 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 362 increasing their positions, 455 reducing their positions, and 87 closing their positions.
115% more call options, than puts
Call options by funds: $218M | Put options by funds: $101M
22% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 87
11% more capital invested
Capital invested by funds: $25.1B → $28B (+$2.85B)
1.43% more ownership
Funds ownership: 78.58% → 80.01% (+1.4%)
1% more funds holding
Funds holding: 1,075 → 1,088 (+13)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
20% less repeat investments, than reductions
Existing positions increased: 362 | Existing positions reduced: 455
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$408M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$180M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$131M |
| 4 |
Bank of New York Mellon
New York
|
+$97.1M |
| 5 |
EIP
Easterly Investment Partners
Beverly,
Massachusetts
|
+$90.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$221M |
| 2 |
BlackRock
New York
|
-$159M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$139M |
| 4 |
Holocene Advisors
New York
|
-$139M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$135M |
ETN Hedge Fund Activity: Q2 2020 in Review
1,088 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2020, worth a combined $28B — up 11% from $25.1B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new ETN positions and 87 closed out — a net gain of 19 holders — while 362 added to existing stakes and 455 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $408M. The largest seller was LSV Asset Management, cutting an estimated $221M.
- 1,088 institutional investors held Eaton (ETN) as of Q2 2020, up from 1,075 in Q1 2020.
- Funds reported $28B of Eaton stock for Q2 2020, up 11% quarter-over-quarter.
- 106 funds opened new Eaton positions in Q2 2020 and 87 closed out, a net change of +19 holders.
- The largest Eaton buyer in Q2 2020 was JP Morgan Chase, an estimated $408M added.
- The largest Eaton seller in Q2 2020 was LSV Asset Management, an estimated $221M sold.
Based on aggregated 13F filings for Q2 2020.