Eaton
ETN
1,230 hedge funds and large institutions have $38.2B invested in Eaton in 2020 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 415 increasing their positions, 449 reducing their positions, and 56 closing their positions.
250% more first-time investments, than exits
New positions opened: 196 | Existing positions closed: 56
121% more call options, than puts
Call options by funds: $263M | Put options by funds: $119M
17% more capital invested
Capital invested by funds: $32.6B → $38.2B (+$5.61B)
11% more funds holding
Funds holding: 1,108 → 1,230 (+122)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
0.08% less ownership
Funds ownership: 79.86% → 79.78% (-0.08%)
8% less repeat investments, than reductions
Existing positions increased: 415 | Existing positions reduced: 449
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$256M |
| 2 |
Lazard Asset Management
New York
|
+$88.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$79.3M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$59M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$55.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$194M |
| 2 |
EIP
Easterly Investment Partners
Beverly,
Massachusetts
|
-$99.2M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$75M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$72.5M |
| 5 |
BlackRock
New York
|
-$67.4M |
ETN Hedge Fund Activity: Q4 2020 in Review
1,230 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2020, worth a combined $38.2B — up 17% from $32.6B a quarter earlier.
Buyers outnumbered sellers: 196 funds opened new ETN positions and 56 closed out — a net gain of 140 holders — while 415 added to existing stakes and 449 trimmed.
The largest buyer was Bank of America, adding an estimated $256M. The largest seller was Boston Partners, cutting an estimated $194M.
- 1,230 institutional investors held Eaton (ETN) as of Q4 2020, up from 1,108 in Q3 2020.
- Funds reported $38.2B of Eaton stock for Q4 2020, up 17% quarter-over-quarter.
- 196 funds opened new Eaton positions in Q4 2020 and 56 closed out, a net change of +140 holders.
- The largest Eaton buyer in Q4 2020 was Bank of America, an estimated $256M added.
- The largest Eaton seller in Q4 2020 was Boston Partners, an estimated $194M sold.
Based on aggregated 13F filings for Q4 2020.