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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
RC
351
RegentAtlantic Capital
New Jersey
$3.58M -$63.7K -787 -2%
Northwestern Mutual Wealth Management
352
Northwestern Mutual Wealth Management
Wisconsin
$3.55M -$114K -1,404 -3%
CAM
353
Carret Asset Management
New York
$3.55M +$53.8K +665 +2%
EWA
354
Exencial Wealth Advisors
Oklahoma
$3.49M
SDIC
355
South Dakota Investment Council
South Dakota
$3.46M -$987K -12,200 -23%
CIBC Private Wealth Group
356
CIBC Private Wealth Group
Georgia
$3.44M +$287K +3,540 +9%
HPIA
357
Hamilton Point Investment Advisors
North Carolina
$3.42M +$28.3K +350 +0.9%
ECM
358
Estabrook Capital Management
New York
$3.41M
DCM
359
Dupont Capital Management
Delaware
$3.4M -$121K -1,500 -4%
CT
360
Coastline Trust
Rhode Island
$3.4M -$29.5K -365 -0.9%
SCA
361
Sage Capital Advisors
South Dakota
$3.38M -$866K -10,700 -20%
Creative Planning
362
Creative Planning
Kansas
$3.36M -$152K -1,874 -4%
CCT
363
Country Club Trust
Missouri
$3.34M +$167K +2,065 +5%
State of New Jersey Common Pension Fund D
364
State of New Jersey Common Pension Fund D
New Jersey
$3.33M
BIAS
365
Beacon Investment Advisory Services
New Jersey
$3.33M +$227K +2,807 +8%
SWMG
366
Signature Wealth Management Group
Georgia
$3.29M +$3.72K +46 +0.1%
1832 Asset Management
367
1832 Asset Management
Ontario, Canada
$3.29M +$3.27M +40,396 New
FWIA
368
Fort Washington Investment Advisors
Ohio
$3.29M -$22.2K -274 -0.7%
AOWM
369
Alpha Omega Wealth Management
Virginia
$3.26M +$78.2K +966 +3%
BAM
370
Bruderman Asset Management
New York
$3.24M +$6.88K +85 +0.2%
ISB
371
Iowa State Bank
Iowa
$3.23M +$11.3K +140 +0.4%
Thrivent Financial for Lutherans
372
Thrivent Financial for Lutherans
Minnesota
$3.23M -$194K -2,395 -6%
AUB
373
Atlantic Union Bankshares
Virginia
$3.2M +$3.11M +38,396 New
QSS
374
Quantitative Systematic Strategies
Florida
$3.18M +$433K +5,347 +16%
PT
375
Plimoth Trust
Massachusetts
$3.11M -$71.8K -887 -2%

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.