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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.17B -$50.7M -518,476 -2%
BlackRock
2
BlackRock
New York
$3.13B -$34.1M -348,734 -1%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.39B +$317M +3,243,644 +16%
State Street
4
State Street
Massachusetts
$1.81B +$10.4M +106,499 +0.6%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.6B -$23.4M -239,135 -1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.28B +$27.2M +278,313 +2%
Bank of America
7
Bank of America
North Carolina
$933M +$74.4M +761,142 +9%
Norges Bank
8
Norges Bank
Norway
$876M +$39.3M +402,067 +5%
Ameriprise
9
Ameriprise
Minnesota
$803M -$62.9M -643,819 -8%
Boston Partners
10
Boston Partners
Massachusetts
$793M -$49.6M -507,355 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$739M -$48.9M -500,423 -6%
Northern Trust
12
Northern Trust
Illinois
$643M +$20.9M +213,509 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$586M -$2.82M -28,890 -0.5%
Charles Schwab
14
Charles Schwab
California
$543M +$10M +102,312 +2%
N
15
Nuveen
North Carolina
$473M -$52.9M -541,427 -10%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$387M +$6.45M +65,939 +2%
Invesco
17
Invesco
Georgia
$371M -$23.7M -242,288 -6%
RJA
18
Raymond James & Associates
Florida
$339M +$23.7M +241,971 +8%
Morgan Stanley
19
Morgan Stanley
New York
$315M -$28.5M -291,632 -9%
Legal & General Group
20
Legal & General Group
United Kingdom
$312M -$9.08M -92,885 -3%
Goldman Sachs
21
Goldman Sachs
New York
$309M +$20.5M +209,313 +7%
FMI
22
Fiduciary Management Inc
Wisconsin
$307M -$14.8M -151,224 -5%
Wells Fargo
23
Wells Fargo
California
$293M -$7.31M -74,806 -3%
AllianceBernstein
24
AllianceBernstein
Tennessee
$267M +$2.76M +28,224 +1%
PI
25
Putnam Investments
Massachusetts
$230M +$905K +9,256 +0.4%

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.