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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
BDS
426
Banco de Sabadell
Florida
$2.23M -$82.4K -1,018 -4%
OC
427
Oppenheimer & Co
New York
$2.23M -$1.86K -23 -0.1%
ASN
428
Advisory Services Network
Georgia
$2.19M -$26.1K -323 -1%
CAM
429
Cypress Asset Management
Texas
$2.17M -$121K -1,495 -5%
AAM
430
Advisors Asset Management
Colorado
$2.17M +$134K +1,655 +7%
WB
431
WesBanco Bank
West Virginia
$2.17M -$3.4K -42 -0.2%
CSS
432
Cubist Systematic Strategies
Connecticut
$2.17M +$659K +8,136 +45%
BWAM
433
Boyd Watterson Asset Management
Ohio
$2.16M -$2.59K -32 -0.1%
SIM
434
Sentry Investment Management
Wisconsin
$2.15M
SWP
435
Stratos Wealth Partners
Ohio
$2.15M +$116K +1,432 +6%
SCP
436
Shorepoint Capital Partners
Massachusetts
$2.13M -$35.6K -440 -2%
PCTC
437
Perkins Coie Trust Company
Washington
$2.13M -$6.64K -82 -0.3%
VAS
438
Vestmark Advisory Solutions
Massachusetts
$2.12M +$224K +2,765 +12%
SAM
439
Strategy Asset Managers
California
$2.11M +$13.9K +172 +0.7%
OIM
440
Opus Investment Management
Massachusetts
$2.1M
MA
441
MUFG Americas
New York
$2.09M -$38.4K -475 -2%
BWM
442
BerganKDV Wealth Management
Minnesota
$2.09M -$100K -1,237 -5%
PFT
443
Providence First Trust
Arizona
$2.09M
Verition Fund Management
444
Verition Fund Management
Connecticut
$2.08M -$753K -9,300 -27%
WAM
445
Wolverine Asset Management
Illinois
$2.08M +$405K +5,000 +25%
COPPSERS
446
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.07M +$5.99K +74 +0.3%
NSAM
447
North Star Asset Management
Wisconsin
$2.06M
Franklin Resources
448
Franklin Resources
California
$2.02M -$40.8K -504 -2%
MERSOM
449
Municipal Employees' Retirement System of Michigan
Michigan
$2.01M -$51.8K -640 -3%
TAM
450
Todd Asset Management
Kentucky
$1.96M -$13.6K -168 -0.7%

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.