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1,309 hedge funds and large institutions have $47.5B invested in Eaton in 2021 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 497 increasing their positions, 462 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $311M | Put options by funds: $169M

22% more funds holding in top 10

Funds holding in top 10: 1822 (+4)

21% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 100

7% more capital invested

Capital invested by funds: $44.3B → $47.5B (+$3.18B)

8% more repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 462

0% more funds holding

Funds holding: 1,3051,309 (+4)

0.37% less ownership

Funds ownership: 80.65%80.28% (-0.37%)

Holders
1,309
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
22.79%
Holding in Top 10
22
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+22.22%
% of All Funds
0.38%
New
121
Increased
497
Reduced
462
Closed
100
Calls
$311M
Puts
$169M
Net Calls
+$142M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.98B +$38.4M +266,642 +0.8%
BlackRock
2
BlackRock
New York
$4.27B -$191M -1,323,581 -4%
JP Morgan Chase
3
JP Morgan Chase
New York
$3.84B +$77.4M +537,116 +2%
State Street
4
State Street
Massachusetts
$2.47B -$53.4M -370,541 -2%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.24B -$41.5M -287,828 -2%
Bank of America
6
Bank of America
North Carolina
$2.15B +$133M +925,756 +7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.42B -$73M -506,378 -5%
Norges Bank
8
Norges Bank
Norway
$1.25B +$71.4M +495,183 +6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.01B -$37M -257,029 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$926M +$27.1M +188,279 +3%
Boston Partners
11
Boston Partners
Massachusetts
$902M -$9.97M -69,197 -1%
Northern Trust
12
Northern Trust
Illinois
$866M -$2.14M -14,879 -0.3%
N
13
Nuveen
North Carolina
$844M +$1.06M +7,326 +0.1%
Ameriprise
14
Ameriprise
Minnesota
$691M -$327M -2,267,858 -33%
Wells Fargo
15
Wells Fargo
California
$599M +$19.7M +136,366 +3%
Morgan Stanley
16
Morgan Stanley
New York
$559M -$24.7M -171,718 -4%
Invesco
17
Invesco
Georgia
$498M +$8.32M +57,700 +2%
RJA
18
Raymond James & Associates
Florida
$493M +$28.1M +194,901 +6%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$475M -$37.9M -263,193 -8%
Legal & General Group
20
Legal & General Group
United Kingdom
$436M -$18.7M -129,607 -4%
Goldman Sachs
21
Goldman Sachs
New York
$413M -$24.8M -172,142 -6%
DZ Bank
22
DZ Bank
Germany
$386M +$368M +2,554,963 +4,903%
Bessemer Group
23
Bessemer Group
New Jersey
$364M +$261M +1,814,350 +283%
Amundi
24
Amundi
France
$327M +$318M +2,208,432 New
PPA
25
Parametric Portfolio Associates
Washington
$309M +$5.56M +38,548 +2%

ETN Hedge Fund Activity: Q2 2021 in Review

1,309 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2021, worth a combined $47.5B — up 7.2% from $44.3B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new ETN positions and 100 closed out — a net gain of 21 holders — while 497 added to existing stakes and 462 trimmed.

The largest buyer was DZ Bank, adding an estimated $368M. The largest seller was Ameriprise, cutting an estimated $327M.

  • 1,309 institutional investors held Eaton (ETN) as of Q2 2021, up from 1,305 in Q1 2021.
  • Funds reported $47.5B of Eaton stock for Q2 2021, up 7.2% quarter-over-quarter.
  • 121 funds opened new Eaton positions in Q2 2021 and 100 closed out, a net change of +21 holders.
  • The largest Eaton buyer in Q2 2021 was DZ Bank, an estimated $368M added.
  • The largest Eaton seller in Q2 2021 was Ameriprise, an estimated $327M sold.

Based on aggregated 13F filings for Q2 2021.