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1,104 hedge funds and large institutions have $27.8B invested in Eaton in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 400 increasing their positions, 431 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $206M | Put options by funds: $144M

13% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 80

4% more capital invested

Capital invested by funds: $26.8B → $27.8B (+$1.01B)

0.48% more ownership

Funds ownership: 78.57%79.05% (+0.48%)

0% less funds holding

Funds holding: 1,1071,104 (-3)

7% less repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 431

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
1,104
Holders Change
-3
Holders Change %
-0.27%
% of All Funds
23.97%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
90
Increased
400
Reduced
431
Closed
80
Calls
$206M
Puts
$144M
Net Calls
+$62.8M
Net Calls Change
-$5.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
226
James Investment Research
Ohio
$9.09M +$2.27M +28,077 +35%
MCM
227
MAI Capital Management
Ohio
$8.99M +$141K +1,741 +2%
Assenagon Asset Management
228
Assenagon Asset Management
Luxembourg
$8.96M +$7.45M +92,015 +590%
GIBU
229
Gulf International Bank (UK)
United Kingdom
$8.89M -$59.6K -737 -0.7%
DIA
230
Davidson Investment Advisors
Montana
$8.82M -$186K -2,296 -2%
TRSOTSOK
231
Teachers Retirement System of the State of Kentucky
Kentucky
$8.82M -$324K -4,000 -4%
VHAM
232
Van Hulzen Asset Management
California
$8.75M +$8.5M +105,059 New
AA
233
Apriem Advisors
California
$8.71M +$161K +1,985 +2%
DAM
234
Delta Asset Management
Tennessee
$8.58M -$486 -6 -0%
PA
235
Pinnacle Associates
New York
$8.55M -$7.5M -92,662 -47%
RCM
236
Riverhead Capital Management
Delaware
$8.51M -$4.29M -52,982 -34%
SF
237
Synovus Financial
Georgia
$8.38M +$310K +3,825 +4%
SPIA
238
Steward Partners Investment Advisory
New York
$8.29M +$188K +2,320 +2%
XK
239
Xact Kapitalforvaltning
Sweden
$8.26M +$243K +2,997 +3%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$8.17M -$1.22M -15,052 -13%
ZIG
241
Zurich Insurance Group
Switzerland
$8.05M +$1.37M +16,925 +21%
NLGIA
242
Nippon Life Global Investors Americas
New York
$8.04M +$1.95M +24,110 +33%
FTI
243
Fiduciary Trust International
Massachusetts
$7.99M +$7.76M +95,917 New
PP
244
Prospector Partners
Connecticut
$7.96M +$24.3K +300 +0.3%
PIA
245
Piedmont Investment Advisors
North Carolina
$7.83M -$55.5K -686 -0.7%
CI
246
Conning Inc
Connecticut
$7.82M -$54.9K -678 -0.7%
FNBOO
247
First National Bank of Omaha
Nebraska
$7.78M +$45.8K +566 +0.6%
NA
248
Neuburgh Advisers
California
$7.74M -$3.89M -48,048 -34%
BIM
249
Bridges Investment Management
Nebraska
$7.74M -$1.05M -13,014 -12%
LBC
250
Lowe Brockenbrough & Co
Virginia
$7.72M -$2.83K -35 -0%

ETN Hedge Fund Activity: Q2 2019 in Review

1,104 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2019, worth a combined $27.8B — up 3.8% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ETN positions and 80 closed out — a net gain of 10 holders — while 400 added to existing stakes and 431 trimmed.

The largest buyer was Nuveen, adding an estimated $254M. The largest seller was Goldman Sachs, cutting an estimated $78.6M.

  • 1,104 institutional investors held Eaton (ETN) as of Q2 2019, down from 1,107 in Q1 2019.
  • Funds reported $27.8B of Eaton stock for Q2 2019, up 3.8% quarter-over-quarter.
  • 90 funds opened new Eaton positions in Q2 2019 and 80 closed out, a net change of +10 holders.
  • The largest Eaton buyer in Q2 2019 was Nuveen, an estimated $254M added.
  • The largest Eaton seller in Q2 2019 was Goldman Sachs, an estimated $78.6M sold.

Based on aggregated 13F filings for Q2 2019.