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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
PA
201
Pinnacle Associates
New York
$10.5M -$98K -1,003 -1%
Handelsbanken Fonder
202
Handelsbanken Fonder
Sweden
$10.4M
MIM
203
MetLife Investment Management
New Jersey
$10.4M -$310K -3,172 -3%
TRSOTSOK
204
Teachers Retirement System of the State of Kentucky
Kentucky
$10.2M -$275K -2,813 -3%
GIBU
205
Gulf International Bank (UK)
United Kingdom
$9.91M -$1M -10,261 -10%
DIA
206
Davidson Investment Advisors
Montana
$9.84M -$119K -1,222 -1%
PFPT
207
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.79M +$93.9K +961 +1%
WBC
208
Westpac Banking Corp
Australia
$9.69M -$635K -6,500 -6%
STCG
209
Speece Thorson Capital Group
Minnesota
$9.68M +$42.7K +437 +0.5%
SF
210
Synovus Financial
Georgia
$9.64M +$156K +1,592 +2%
CIA
211
CCM Investment Advisers
South Carolina
$9.64M +$762K +7,791 +9%
BFA
212
Bragg Financial Advisors
North Carolina
$9.61M +$42.1K +431 +0.5%
ClearBridge Investments
213
ClearBridge Investments
New York
$9.29M +$452K +4,620 +5%
LBC
214
Lowe Brockenbrough & Co
Virginia
$9.28M +$54.9K +562 +0.6%
Kovitz Investment Group Partners
215
Kovitz Investment Group Partners
Illinois
$9.13M -$150K -1,533 -2%
HTC
216
Haverford Trust Company
Pennsylvania
$9.08M -$944K -9,656 -10%
AAF
217
Andra AP-fonden
Sweden
$8.69M -$254K -2,600 -3%
FNBOO
218
First National Bank of Omaha
Nebraska
$8.5M -$138K -1,415 -2%
CIC
219
Carnegie Investment Counsel
Ohio
$8.47M -$42.3K -433 -0.5%
Thrivent Financial for Lutherans
220
Thrivent Financial for Lutherans
Minnesota
$8.33M +$4.48M +45,829 +128%
FAF
221
Första AP-fonden
Sweden
$8.16M +$1.44M +14,700 +23%
Grantham, Mayo, Van Otterloo & Co (GMO)
222
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.9M +$1.74M +17,800 +30%
AF
223
Alerus Financial
North Dakota
$7.88M -$471K -4,823 -6%
UIC
224
Uniplan Investment Counsel
Wisconsin
$7.83M -$501K -5,124 -6%
URS
225
Utah Retirement Systems
Utah
$7.83M +$48.9K +500 +0.7%

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.