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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
OCM
276
Olstein Capital Management
New York
$6.33M
CAM
277
Congress Asset Management
Massachusetts
$6.3M +$92.3K +1,141 +2%
CGM
278
Centenus Global Management
New York
$6.25M +$6.07M +75,000 New
Mitsubishi UFJ Asset Management
279
Mitsubishi UFJ Asset Management
Japan
$6.14M +$1.02M +12,572 +21%
Calamos Advisors
280
Calamos Advisors
Illinois
$6.13M +$294K +3,629 +5%
ClearBridge Investments
281
ClearBridge Investments
New York
$6.06M +$14.4K +178 +0.2%
CIC
282
Cornercap Investment Counsel
Georgia
$6.06M -$2.43K -30 -0%
SMDAM
283
Sumitomo Mitsui DS Asset Management
Japan
$6.04M -$359K -4,441 -6%
HR
284
Howe & Rusling
New York
$5.99M +$37.1K +458 +0.6%
SFWA
285
Summit Financial Wealth Advisors
Louisiana
$5.93M +$813K +10,041 +16%
NCM
286
Nelson Capital Management
California
$5.69M +$3.97K +49 +0.1%
JIM
287
Jupiter Investment Management
United Kingdom
$5.67M +$5.51M +68,079 New
PAM
288
Private Asset Management
California
$5.63M -$139K -1,720 -2%
GIM
289
Goelzer Investment Management
Indiana
$5.55M +$69.8K +862 +1%
Truist Financial
290
Truist Financial
North Carolina
$5.5M +$2.73M +33,713 +104%
EFIC
291
Eliot Finkel Investment Counsel
California
$5.5M -$38K -470 -0.7%
TW
292
Transform Wealth
Colorado
$5.45M -$1.49M -18,439 -22%
LTFS
293
Ladenburg Thalmann Financial Services
Florida
$5.43M +$179K +2,206 +4%
CBOA
294
Commonwealth Bank of Australia
Australia
$5.39M -$1.34M -16,570 -20%
WA
295
Wasatch Advisors
Utah
$5.39M -$324K -4,000 -6%
CG
296
Colony Group
Massachusetts
$5.34M +$5.19M +64,172 New
MLICM
297
Metropolitan Life Insurance Company (MetLife)
New York
$5.3M +$358K +4,426 +7%
FTC
298
Farmers Trust Company
Ohio
$5.3M +$48.4K +598 +0.9%
SCM
299
Stevens Capital Management
Pennsylvania
$5.24M -$18.4M -226,837 -78%
TCOV
300
Trust Company of Vermont
Vermont
$5.21M +$269K +3,329 +6%

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.