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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
HR
276
Howe & Rusling
New York
$5.75M +$41.3K +541 +0.8%
CWM
277
CIBC World Markets
New York
$5.72M -$340K -4,463 -6%
VMPIC
278
Varma Mutual Pension Insurance Co
Finland
$5.7M
AG
279
Advisor Group
Arizona
$5.7M +$115K +1,511 +2%
CA
280
Cullinan Associates
Kentucky
$5.66M +$351K +4,605 +7%
LSA
281
L & S Advisors
California
$5.64M +$5.34M +70,006 New
Calamos Advisors
282
Calamos Advisors
Illinois
$5.64M +$49.8K +653 +0.9%
PAM
283
Private Asset Management
California
$5.58M -$214K -2,810 -4%
AFM
284
Andesa Financial Management
Pennsylvania
$5.54M +$2.95M +38,746 +129%
WA
285
Wasatch Advisors
Utah
$5.54M -$649K -8,516 -11%
NCM
286
Nelson Capital Management
California
$5.5M +$37.7K +495 +0.7%
SCM
287
Sterling Capital Management
North Carolina
$5.47M -$3.86M -50,645 -43%
EFIC
288
Eliot Finkel Investment Counsel
California
$5.36M +$127K +1,670 +3%
IIM
289
Intact Investment Management
Quebec, Canada
$5.36M -$374K -4,900 -7%
GIM
290
Goelzer Investment Management
Indiana
$5.3M +$67.1K +880 +1%
LTFS
291
Ladenburg Thalmann Financial Services
Florida
$5.08M -$109K -1,430 -2%
FTC
292
Farmers Trust Company
Ohio
$5.08M +$368K +4,826 +8%
SFWA
293
Summit Financial Wealth Advisors
Louisiana
$5.07M +$207K +2,715 +5%
Loomis, Sayles & Company
294
Loomis, Sayles & Company
Massachusetts
$5.02M +$2.71M +35,594 +133%
ED
295
Exane Derivatives
France
$4.95M +$4.48M +58,759 +2,171%
ANTB
296
AMG National Trust Bank
Colorado
$4.93M -$152K -1,994 -3%
Mitsubishi UFJ Asset Management
297
Mitsubishi UFJ Asset Management
Japan
$4.92M +$352K +4,618 +8%
MSA
298
Mason Street Advisors
Wisconsin
$4.87M -$51.2K -671 -1%
SGAM
299
Steinberg Global Asset Management
Florida
$4.86M -$87.3K -1,145 -2%
FNT
300
First Nebraska Trust
Nebraska
$4.84M +$555K +7,282 +14%

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.