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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
GFPC
376
Global Financial Private Capital
Florida
$2.91M +$2.76M +36,133 New
NMERB
377
New Mexico Educational Retirement Board
New Mexico
$2.91M -$61K -800 -2%
Brown Advisory
378
Brown Advisory
Maryland
$2.9M -$112K -1,474 -4%
SSWM
379
Smith Salley Wealth Management
North Carolina
$2.87M +$84.9K +1,113 +3%
HNB
380
Huntington National Bank
Ohio
$2.85M -$186K -2,441 -6%
Daiwa Securities Group
381
Daiwa Securities Group
Japan
$2.84M +$660K +8,657 +33%
B
382
Barings
North Carolina
$2.84M -$183K -2,400 -6%
AIP
383
Ameritas Investment Partners
Nebraska
$2.83M -$61K -800 -2%
TI
384
Truehand Inc
New Hampshire
$2.8M
WHG
385
Westwood Holdings Group
Texas
$2.8M
JWM
386
Jackson Wealth Management
Florida
$2.8M +$97.5K +1,279 +4%
Verition Fund Management
387
Verition Fund Management
Connecticut
$2.77M +$1.17M +15,329 +81%
FAB
388
First American Bank
Illinois
$2.74M -$174K -2,287 -6%
OSNBOA
389
Old Second National Bank of Aurora
Illinois
$2.74M +$41.6K +546 +2%
AC
390
Allstate Corporation
Illinois
$2.74M +$67.1K +880 +3%
RIM
391
Redpoint Investment Management
Australia
$2.73M
JG
392
Jefferies Group
New York
$2.72M +$1.59M +20,849 +162%
TYCC
393
Texas Yale Capital Corp
Florida
$2.69M +$1.27M +16,700 +100%
SLA
394
Silver Lake Advisory
Utah
$2.69M -$134K -1,754 -5%
PCA
395
Providence Capital Advisors
North Carolina
$2.68M
CGT
396
Capital Guardian Trust
California
$2.68M -$509K -6,678 -17%
RJT
397
Raymond James Trust
Florida
$2.66M +$173K +2,273 +7%
RP
398
Rice Partnership
Hawaii
$2.64M +$345K +4,523 +16%
QSS
399
Quantitative Systematic Strategies
Florida
$2.64M -$2.2M -28,823 -47%
CIS
400
Capital International Sarl
California
$2.62M -$946K -12,400 -28%

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.