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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
Truist Financial
401
Truist Financial
North Carolina
$2.61M +$1.39M +18,200 +128%
BC
402
Brinker Capital
Pennsylvania
$2.56M +$210K +2,754 +9%
IMOV
403
Investment Management of Virginia
Virginia
$2.54M +$1.4M +18,360 +139%
Rockefeller Capital Management
404
Rockefeller Capital Management
New York
$2.5M +$2.37M +31,050 New
MF
405
MHI Funds
New York
$2.5M -$547K -7,169 -19%
GC
406
Gratus Capital
Georgia
$2.49M -$570K -7,469 -19%
GHA
407
GW Henssler & Associates
Georgia
$2.48M -$57.3K -752 -2%
LCP
408
Legacy Capital Partners
Wisconsin
$2.47M -$6.1K -80 -0.3%
DADC
409
D.A. Davidson & Co
Montana
$2.46M -$53K -695 -2%
SCA
410
Stonebridge Capital Advisors
Minnesota
$2.45M -$64.2K -842 -3%
PAM
411
Pegasus Asset Management
New York
$2.42M +$10.1K +132 +0.4%
WAM
412
World Asset Management
Michigan
$2.41M +$253K +3,322 +12%
SLI
413
Sumitomo Life Insurance
Japan
$2.38M -$160K -2,100 -7%
PSUF
414
People's United Financial
Connecticut
$2.37M +$43.2K +567 +2%
RCM
415
RNC Capital Management
California
$2.37M +$117K +1,540 +6%
MCM
416
Monument Capital Management
Virginia
$2.37M -$15.9K -208 -0.7%
NEI
417
Northwest & Ethical Investments
Ontario, Canada
$2.33M -$43.2K -567 -2%
NA
418
Navellier & Associates
Nevada
$2.33M -$54.3K -712 -2%
SSA
419
Schonfeld Strategic Advisors
New York
$2.33M +$2.2M +28,862 New
RIM
420
Rampart Investment Management
Connecticut
$2.29M +$1.85M +24,278 +591%
FL
421
Fort LP
Maryland
$2.29M +$553K +7,254 +34%
CIP
422
Convergence Investment Partners
Florida
$2.27M +$28.1K +368 +1%
BDS
423
Banco de Sabadell
Florida
$2.25M -$191K -2,511 -8%
CGH
424
Crossmark Global Holdings
Texas
$2.24M +$35.9K +471 +2%
BBI
425
Baxter Bros Inc
Connecticut
$2.24M -$30.5K -400 -1%

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.