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1,107 hedge funds and large institutions have $26.8B invested in Eaton in 2019 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 405 increasing their positions, 378 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 62

59% more call options, than puts

Call options by funds: $183M | Put options by funds: $115M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

18% more capital invested

Capital invested by funds: $22.6B → $26.8B (+$4.15B)

9% more funds holding

Funds holding: 1,0171,107 (+90)

1.87% more ownership

Funds ownership: 76.71%78.57% (+1.9%)

7% more repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 378

Holders
1,107
Holders Change
+90
Holders Change %
+8.85%
% of All Funds
23.96%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
161
Increased
405
Reduced
378
Closed
62
Calls
$183M
Puts
$115M
Net Calls
+$68.2M
Net Calls Change
+$50.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
226
Kovitz Investment Group Partners
Illinois
$9.14M +$52.8K +693 +0.6%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$9.11M +$4.56M +59,832 +112%
TRSOTSOK
228
Teachers Retirement System of the State of Kentucky
Kentucky
$8.85M -$695K -9,120 -8%
DIA
229
Davidson Investment Advisors
Montana
$8.72M -$347K -4,547 -4%
GIBU
230
Gulf International Bank (UK)
United Kingdom
$8.66M +$22.9K +300 +0.3%
ABC
231
Anchor Bolt Capital
Illinois
$8.64M -$3.08M -40,368 -27%
MCM
232
MAI Capital Management
Ohio
$8.55M +$379K +4,972 +5%
BIM
233
Bridges Investment Management
Nebraska
$8.54M -$6.49M -85,120 -45%
Mirae Asset Global Investments
234
Mirae Asset Global Investments
South Korea
$8.49M +$398K +5,220 +5%
WMSA
235
Weiss Multi-Strategy Advisers
New York
$8.42M +$7.97M +104,500 New
DAM
236
Delta Asset Management
Tennessee
$8.3M -$92.5K -1,213 -1%
Impax Asset Management Group
237
Impax Asset Management Group
United Kingdom
$8.29M +$7.84M +102,871 New
AA
238
Apriem Advisors
California
$8.27M +$312K +4,095 +4%
SRAM
239
Stone Ridge Asset Management
New York
$8.22M +$7.33M +96,071 +1,614%
AAF
240
Andra AP-fonden
Sweden
$8.15M +$7.72M +101,200 New
VanEck Associates
241
VanEck Associates
New York
$8.09M -$436K -5,718 -5%
SPIA
242
Steward Partners Investment Advisory
New York
$7.84M +$350K +4,593 +5%
SF
243
Synovus Financial
Georgia
$7.83M -$255K -3,350 -3%
XK
244
Xact Kapitalforvaltning
Sweden
$7.75M +$240K +3,145 +3%
PP
245
Prospector Partners
Connecticut
$7.67M +$45.8K +600 +0.6%
AC
246
Albar Capital
United Kingdom
$7.65M +$7.24M +94,906 New
PIA
247
Piedmont Investment Advisors
North Carolina
$7.63M -$1.63M -21,390 -18%
CI
248
Conning Inc
Connecticut
$7.62M -$299K -3,925 -4%
FNBOO
249
First National Bank of Omaha
Nebraska
$7.48M +$406K +5,318 +6%
LBC
250
Lowe Brockenbrough & Co
Virginia
$7.47M +$104K +1,360 +1%

ETN Hedge Fund Activity: Q1 2019 in Review

1,107 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2019, worth a combined $26.8B — up 18% from $22.6B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new ETN positions and 62 closed out — a net gain of 99 holders — while 405 added to existing stakes and 378 trimmed.

The largest buyer was Boston Partners, adding an estimated $227M. The largest seller was Wellington Management Group, cutting an estimated $223M.

  • 1,107 institutional investors held Eaton (ETN) as of Q1 2019, up from 1,017 in Q4 2018.
  • Funds reported $26.8B of Eaton stock for Q1 2019, up 18% quarter-over-quarter.
  • 161 funds opened new Eaton positions in Q1 2019 and 62 closed out, a net change of +99 holders.
  • The largest Eaton buyer in Q1 2019 was Boston Partners, an estimated $227M added.
  • The largest Eaton seller in Q1 2019 was Wellington Management Group, an estimated $223M sold.

Based on aggregated 13F filings for Q1 2019.