We are live on ! Find out more

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
AAM
451
Advisors Asset Management
Colorado
$1.97M -$91.7K -1,202 -5%
SWP
452
Stratos Wealth Partners
Ohio
$1.96M +$157K +2,059 +9%
HFS
453
HL Financial Services
Kentucky
$1.95M +$498K +6,530 +37%
EAM
454
Eventide Asset Management
Massachusetts
$1.94M
CIBC World Market
455
CIBC World Market
Ontario, Canada
$1.93M +$698K +9,149 +62%
TAM
456
Todd Asset Management
Kentucky
$1.91M -$17.2K -225 -0.9%
PP
457
Paloma Partners
Connecticut
$1.89M +$1.78M +23,405 New
SW
458
SVB Wealth
Massachusetts
$1.84M -$315K -4,125 -15%
MIM
459
Moseley Investment Management
Florida
$1.84M +$1.75M +22,908 New
Qube Research & Technologies (QRT)
460
Qube Research & Technologies (QRT)
United Kingdom
$1.84M +$1.01M +13,219 +137%
VAS
461
Vestmark Advisory Solutions
Massachusetts
$1.83M +$1.73M +22,743 New
LSERS
462
Louisiana State Employees Retirement System
Louisiana
$1.8M -$22.9K -300 -1%
VI
463
Versor Investments
New York
$1.8M +$1.12M +14,700 +193%
CF
464
CNA Financial
Illinois
$1.78M
CCM
465
Cadence Capital Management
Massachusetts
$1.77M -$163K -2,137 -9%
CBN
466
Cadence Bank NA
Texas
$1.76M +$1.67M +21,877 New
SPC
467
Sigma Planning Corp
Michigan
$1.75M +$163K +2,144 +11%
NC
468
NewSquare Capital
Pennsylvania
$1.74M +$24.9K +327 +2%
CNBT
469
Canandaigua National Bank & Trust
New York
$1.73M -$25.7K -337 -2%
PG
470
Pendal Group
Australia
$1.73M +$1.58M +20,765 +3,058%
Lido Advisors
471
Lido Advisors
California
$1.7M +$399K +5,231 +33%
PHIMC
472
Private Harbour Investment Management & Counsel
Ohio
$1.69M -$114K -1,495 -7%
SAM
473
Selway Asset Management
$1.68M +$5.72K +75 +0.4%
PHS
474
Pekin Hardy Strauss
Illinois
$1.67M
GH
475
GAM Holding
Switzerland
$1.66M +$91.7K +1,203 +6%

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.