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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
CTA
351
Colonial Trust Advisors
South Carolina
$3.49M +$523K +6,860 +19%
AF
352
Alerus Financial
North Dakota
$3.48M +$653K +8,568 +25%
CAI
353
Capital Advisors Inc
Oklahoma
$3.46M +$3.27M +42,886 New
Mariner
354
Mariner
Kansas
$3.44M +$522K +6,849 +19%
DCM
355
Dupont Capital Management
Delaware
$3.41M +$1.38M +18,086 +75%
Creative Planning
356
Creative Planning
Kansas
$3.4M +$174K +2,281 +6%
CAM
357
Carret Asset Management
New York
$3.38M -$11.4K -150 -0.4%
EWA
358
Exencial Wealth Advisors
Oklahoma
$3.37M -$8.69K -114 -0.3%
BF
359
BOK Financial
Oklahoma
$3.33M +$322K +4,217 +11%
Thrivent Financial for Lutherans
360
Thrivent Financial for Lutherans
Minnesota
$3.32M -$135K -1,774 -4%
CT
361
Coastline Trust
Rhode Island
$3.32M -$49.2K -645 -2%
ECM
362
Estabrook Capital Management
New York
$3.3M
HPIA
363
Hamilton Point Investment Advisors
North Carolina
$3.28M -$10.8K -142 -0.3%
SWMG
364
Signature Wealth Management Group
Georgia
$3.24M +$3.07M +40,225 New
State of New Jersey Common Pension Fund D
365
State of New Jersey Common Pension Fund D
New Jersey
$3.22M
FWIA
366
Fort Washington Investment Advisors
Ohio
$3.21M -$401K -5,264 -12%
BAM
367
Bruderman Asset Management
New York
$3.13M +$40.2K +527 +1%
ISB
368
Iowa State Bank
Iowa
$3.11M +$5.11K +67 +0.2%
AOWM
369
Alpha Omega Wealth Management
Virginia
$3.08M -$538K -7,049 -16%
PT
370
Plimoth Trust
Massachusetts
$3.08M -$669K -8,777 -19%
CCT
371
Country Club Trust
Missouri
$3.06M +$2.9M +38,042 New
Los Angeles Capital Management
372
Los Angeles Capital Management
California
$3.06M +$1.74M +22,824 +151%
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$3.04M +$38.9K +510 +1%
SCM
374
Stellar Capital Management
Arizona
$3.03M +$40.4K +530 +1%
BIAS
375
Beacon Investment Advisory Services
New Jersey
$2.99M +$2.53M +33,182 +841%

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.