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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
MML Investors Services
451
MML Investors Services
Massachusetts
$1.96M +$340K +4,200 +22%
MIM
452
Moseley Investment Management
Florida
$1.95M +$40.7K +503 +2%
SFPIA
453
Stevens First Principles Investment Advisors
California
$1.93M +$1.63M +20,180 +667%
NFG
454
Next Financial Group
Texas
$1.91M +$1.84M +22,697 +13,196%
NC
455
NewSquare Capital
Pennsylvania
$1.9M +$98K +1,211 +6%
SPC
456
Sigma Planning Corp
Michigan
$1.87M +$55.3K +683 +3%
SAM
457
Sandbar Asset Management
United Kingdom
$1.86M -$2.79M -34,515 -61%
CF
458
CNA Financial
Illinois
$1.84M
Daiwa Securities Group
459
Daiwa Securities Group
Japan
$1.83M -$1.08M -13,286 -38%
NIM
460
NXG Investment Management
Texas
$1.82M -$2.39M -29,538 -57%
WJA
461
Williams Jones & Associates
New York
$1.8M -$490K -6,050 -22%
Lido Advisors
462
Lido Advisors
California
$1.79M +$27.8K +343 +2%
AI
463
Atria Investments
North Carolina
$1.77M +$1.42M +17,524 +326%
SW
464
SVB Wealth
Massachusetts
$1.74M -$164K -2,030 -9%
JFGIW
465
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.73M +$139K +1,714 +9%
LSERS
466
Louisiana State Employees Retirement System
Louisiana
$1.72M -$97.1K -1,200 -5%
PHS
467
Pekin Hardy Strauss
Illinois
$1.71M -$16.2K -200 -1%
FDCDDQ
468
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.7M +$525K +6,482 +47%
SAM
469
Selway Asset Management
$1.69M -$40.5K -500 -2%
SP
470
SWS Partners
Ohio
$1.68M +$1.72M +21,260 New
CNBT
471
Canandaigua National Bank & Trust
New York
$1.67M -$120K -1,485 -7%
HFM
472
Hartford Financial Management
Connecticut
$1.67M
PHIMC
473
Private Harbour Investment Management & Counsel
Ohio
$1.66M -$84.2K -1,040 -5%
TCOT
474
Trust Company of Toledo
Ohio
$1.65M +$15.6K +193 +1%
CIM
475
Cambria Investment Management
California
$1.64M -$54.1K -668 -3%

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.