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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
WJA
426
Williams Jones & Associates
New York
$2.23M -$926K -12,150 -31%
CAM
427
Cypress Asset Management
Texas
$2.23M -$30.9K -405 -1%
PAI
428
Pittenger & Anderson Inc
Nebraska
$2.22M +$80.4K +1,055 +4%
FM
429
Foster & Motley
Ohio
$2.21M +$32.3K +424 +2%
BWL
430
Bogart Wealth LLC
Virginia
$2.21M +$167K +2,189 +9%
MYLI
431
Meiji Yasuda Life Insurance
Japan
$2.19M -$251K -3,298 -11%
OC
432
Oppenheimer & Co
New York
$2.16M -$132K -1,730 -6%
ASN
433
Advisory Services Network
Georgia
$2.15M +$1.1M +14,383 +117%
BWM
434
BerganKDV Wealth Management
Minnesota
$2.12M +$269K +3,529 +15%
WB
435
WesBanco Bank
West Virginia
$2.1M -$127K -1,671 -6%
SCP
436
Shorepoint Capital Partners
Massachusetts
$2.1M +$1.98M +26,014 New
BWAM
437
Boyd Watterson Asset Management
Ohio
$2.1M -$43.6K -572 -2%
SIM
438
Sentry Investment Management
Wisconsin
$2.08M +$651K +8,531 +49%
MA
439
MUFG Americas
New York
$2.06M -$33.3K -437 -2%
PCTC
440
Perkins Coie Trust Company
Washington
$2.06M -$4.58K -60 -0.2%
TNBTD
441
Trustmark National Bank Trust Department
Mississippi
$2.03M +$25.3K +332 +1%
OIM
442
Opus Investment Management
Massachusetts
$2.03M
SAM
443
Strategy Asset Managers
California
$2.03M +$186K +2,438 +11%
PFT
444
Providence First Trust
Arizona
$2.02M
BA
445
Bridgewater Associates
Connecticut
$2.01M -$4.27M -55,940 -69%
NC
446
Northpointe Capital
Michigan
$2M +$1.89M +24,831 New
COPPSERS
447
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2M +$85.5K +1,121 +5%
MERSOM
448
Municipal Employees' Retirement System of Michigan
Michigan
$1.99M -$439K -5,760 -19%
NSAM
449
North Star Asset Management
Wisconsin
$1.99M
Franklin Resources
450
Franklin Resources
California
$1.99M +$174K +2,282 +10%

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.