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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
Aviva
176
Aviva
United Kingdom
$13.2M -$550K -5,627 -4%
MSE
177
MUFG Securities EMEA
United Kingdom
$12.9M +$10.7M +108,972 +640%
Lazard Asset Management
178
Lazard Asset Management
New York
$12.8M +$4.89M +50,052 +67%
Comerica Bank
179
Comerica Bank
Texas
$12.6M -$534K -5,463 -5%
CIC
180
Crawford Investment Counsel
Georgia
$12.5M -$241K -2,465 -2%
GT
181
Glenmede Trust
Pennsylvania
$12.5M -$21.2M -216,756 -64%
ASRS
182
Arizona State Retirement System
Arizona
$12.4M +$2.4M +24,539 +25%
M&T Bank
183
M&T Bank
New York
$12.4M -$1.37M -13,993 -10%
Osaic Holdings
184
Osaic Holdings
Arizona
$12.4M -$345K -3,531 -3%
Mercer Global Advisors
185
Mercer Global Advisors
Colorado
$12.2M -$155K -1,589 -1%
ZCM
186
Ziegler Capital Management
Illinois
$12M +$151K +1,548 +1%
DRZID
187
DePrince Race & Zollo Inc (DRZ)
Florida
$12M -$2.06M -21,061 -15%
Two Sigma Advisers
188
Two Sigma Advisers
New York
$12M -$3.03M -31,037 -21%
CA
189
Cullinan Associates
Kentucky
$11.9M +$1.49M +15,270 +15%
SFI
190
Susquehanna Fundamental Investments
Pennsylvania
$11.8M +$7M +71,594 +163%
SOMRS
191
State of Michigan Retirement System
Michigan
$11.7M +$11.2M +114,200 New
GC
192
Guggenheim Capital
Illinois
$11.6M +$1.16M +11,880 +12%
Mitsubishi UFJ Asset Management
193
Mitsubishi UFJ Asset Management
Japan
$11.3M +$1.46M +14,954 +16%
TU
194
TDAM USA
Ontario, Canada
$11.3M -$272K -2,786 -2%
BSA
195
Braun Stacey Associates
New York
$10.7M +$10.3M +105,272 New
SPIA
196
Steward Partners Investment Advisory
New York
$10.7M -$850K -8,695 -8%
SOADOR
197
State of Alaska Department of Revenue
Alaska
$10.7M -$3.53M -36,143 -26%
MAA
198
Matrix Asset Advisors
New York
$10.7M -$4.27M -43,672 -29%
MC
199
Martin Currie
United Kingdom
$10.5M -$989K -10,122 -9%
Mirae Asset Global Investments
200
Mirae Asset Global Investments
South Korea
$10.5M +$327K +3,345 +3%

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.