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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
UIC
251
Uniplan Investment Counsel
Wisconsin
$7.3M -$721K -9,451 -9%
GIA
252
Granite Investment Advisors
New Hampshire
$6.94M +$75.1K +985 +1%
ECG
253
Edge Capital Group
Georgia
$6.83M +$114K +1,493 +2%
TW
254
Transform Wealth
Colorado
$6.75M -$215K -2,814 -3%
UR
255
USCA RIA
Texas
$6.74M +$3.41M +44,785 +115%
URS
256
Utah Retirement Systems
Utah
$6.65M +$87.5K +1,147 +1%
TPSF
257
Texas Permanent School Fund
Texas
$6.64M -$363K -4,765 -5%
CIC
258
Carnegie Investment Counsel
Ohio
$6.63M -$151K -1,980 -2%
NB
259
Norinchukin Bank
Japan
$6.57M +$76.6K +1,004 +1%
CBOA
260
Commonwealth Bank of Australia
Australia
$6.55M +$1.16M +15,253 +23%
JIR
261
James Investment Research
Ohio
$6.53M -$1.74M -22,806 -22%
BCP
262
Blue Chip Partners
Michigan
$6.51M +$1.21M +15,851 +24%
BCM
263
Bourgeon Capital Management
Connecticut
$6.47M +$1.77M +23,190 +41%
Public Employees Retirement Association of Colorado
264
Public Employees Retirement Association of Colorado
Colorado
$6.44M +$275K +3,606 +5%
ZIG
265
Zurich Insurance Group
Switzerland
$6.43M -$5.81M -76,156 -49%
SI
266
Stephens Inc
Arkansas
$6.34M +$179K +2,350 +3%
PCM
267
Palouse Capital Management
Washington
$6.26M -$131K -1,721 -2%
SMDAM
268
Sumitomo Mitsui DS Asset Management
Japan
$6.2M +$325K +4,261 +6%
Cambridge Investment Research Advisors
269
Cambridge Investment Research Advisors
Iowa
$6.17M +$3.87M +50,802 +197%
OCM
270
Olstein Capital Management
New York
$6.12M
BFA
271
Bragg Financial Advisors
North Carolina
$6.07M +$277K +3,630 +5%
CAM
272
Congress Asset Management
Massachusetts
$6M +$164K +2,152 +3%
CIC
273
Cornercap Investment Counsel
Georgia
$5.86M -$40.3K -528 -0.7%
ClearBridge Investments
274
ClearBridge Investments
New York
$5.85M +$412K +5,409 +8%
NLGIA
275
Nippon Life Global Investors Americas
New York
$5.84M +$5.53M +72,460 New

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.