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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
CII
376
Capital International Inc
California
$3.07M +$1.56M +19,321 +110%
SCM
377
Stellar Capital Management
Arizona
$3.03M
RJT
378
Raymond James Trust
Florida
$3.03M +$271K +3,344 +10%
AFM
379
Andesa Financial Management
Pennsylvania
$3M -$2.66M -32,808 -48%
AIP
380
Ameritas Investment Partners
Nebraska
$2.98M +$49.5K +611 +2%
Brown Advisory
381
Brown Advisory
Maryland
$2.94M -$50.5K -624 -2%
ARTA
382
A.R.T. Advisors
New York
$2.92M +$2.18M +26,900 +328%
MC
383
Maverick Capital
Texas
$2.91M +$2.83M +34,990 New
JWM
384
Jackson Wealth Management
Florida
$2.9M +$61.8K +764 +2%
TI
385
Truehand Inc
New Hampshire
$2.9M
NMERB
386
New Mexico Educational Retirement Board
New Mexico
$2.89M -$113K -1,400 -4%
OSNBOA
387
Old Second National Bank of Aurora
Illinois
$2.86M +$32.9K +407 +1%
SSWM
388
Smith Salley Wealth Management
North Carolina
$2.85M -$111K -1,377 -4%
WHG
389
Westwood Holdings Group
Texas
$2.84M -$48.6K -600 -2%
RP
390
Rice Partnership
Hawaii
$2.84M +$105K +1,298 +4%
PCA
391
Providence Capital Advisors
North Carolina
$2.84M
FAB
392
First American Bank
Illinois
$2.83M +$4.78K +59 +0.2%
EWM
393
Edge Wealth Management
New York
$2.82M -$1.11M -13,750 -29%
BF
394
BOK Financial
Oklahoma
$2.81M -$616K -7,606 -18%
HNB
395
Huntington National Bank
Ohio
$2.79M -$149K -1,844 -5%
SLA
396
Silver Lake Advisory
Utah
$2.74M -$41K -507 -2%
CIS
397
Capital International Sarl
California
$2.68M -$25.9K -320 -1%
GHA
398
GW Henssler & Associates
Georgia
$2.67M +$105K +1,295 +4%
FL
399
Fort LP
Maryland
$2.62M +$247K +3,056 +11%
SLI
400
Sumitomo Life Insurance
Japan
$2.6M +$138K +1,704 +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.