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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
MC
301
Moors & Cabot
Massachusetts
$4.83M +$2.52K +33 +0.1%
CCM
302
Cullen Capital Management
New York
$4.81M +$737K +9,670 +19%
TCOV
303
Trust Company of Vermont
Vermont
$4.78M -$991 -13 -0%
MLICM
304
Metropolitan Life Insurance Company (MetLife)
New York
$4.77M -$247K -3,243 -5%
WFMPM
305
Woodley Farra Manion Portfolio Management
Indiana
$4.76M -$164K -2,153 -4%
HIMCH
306
Hartford Investment Management Co (HIMCO)
Connecticut
$4.73M -$534 -7 -0%
DZ Bank
307
DZ Bank
Germany
$4.65M +$1.39M +18,200 +46%
QI
308
Quilter Investors
United Kingdom
$4.61M -$5.58M -73,240 -56%
PFPT
309
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.6M +$355K +4,660 +9%
SAM
310
Sandbar Asset Management
United Kingdom
$4.58M +$4.33M +56,823 New
FHA
311
First Horizon Advisors
Tennessee
$4.57M +$679K +8,903 +19%
WTFG
312
Wells Trecaso Financial Group
Ohio
$4.55M +$42.1K +552 +1%
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
$4.46M +$4.22M +55,297 New
KC
314
Kepos Capital
New York
$4.42M +$3.59M +47,102 +605%
RBA
315
Richard Bernstein Advisors
New York
$4.39M +$904K +11,860 +28%
LNB
316
Ledyard National Bank
$4.37M +$324K +4,248 +8%
FFBTD
317
First Financial Bank - Trust Division
Ohio
$4.37M +$316K +4,149 +8%
HCMT
318
Highland Capital Management (Tennessee)
Tennessee
$4.36M +$61K +800 +1%
SDIC
319
South Dakota Investment Council
South Dakota
$4.33M -$4.58M -60,019 -53%
RWP
320
RWA Wealth Partners
Massachusetts
$4.31M -$41.2K -540 -1%
SCA
321
Sage Capital Advisors
South Dakota
$4.31M +$11.1K +145 +0.3%
FCBT
322
First Citizens Bank & Trust
North Carolina
$4.28M +$91.3K +1,197 +2%
IG
323
ING Group
Netherlands
$4.27M -$1.16M -15,261 -22%
BAAM
324
Baker Avenue Asset Management
California
$4.2M +$1.08M +14,143 +37%
LNC
325
Lincoln National Corp
Pennsylvania
$4.2M +$446K +5,851 +13%

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.