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Eaton
ETN

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: 10 → 12 (+2)

18% more capital invested

Capital invested by funds: $22.6B → $26.8B (+$4.15B)

9% more funds holding

Funds holding: 1,017 → 1,107 (+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

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$227M
2
JP Morgan Chase
JP Morgan Chase
New York
+$198M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$140M
4
Deutsche Bank
Deutsche Bank
Germany
+$67.9M
5
Bank of America
Bank of America
North Carolina
+$62.1M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$223M
2
LCS
Levin Capital Strategies
New York
-$164M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$111M
4
Lazard Asset Management
Lazard Asset Management
New York
-$80M
5
BlackRock
BlackRock
New York
-$77M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
26
Epoch Investment Partners
New York
$199M -$7.17M -94,066 -4%
AQR Capital Management
27
AQR Capital Management
Connecticut
$198M +$33.5M +439,764 +22%
TCIM
28
TIAA CREF Investment Management
New York
$189M +$48.1M +630,800 +37%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$175M -$60.1M -788,041 -27%
American Century Companies
30
American Century Companies
Missouri
$168M -$6.5M -85,199 -4%
UBS AM
31
UBS AM
Illinois
$159M -$2.22M -29,065 -1%
SSM
32
Sound Shore Management
Connecticut
$150M -$5.62M -73,727 -4%
Capital International Investors
33
Capital International Investors
California
$142M +$940K +12,322 +0.7%
PPA
34
Parametric Portfolio Associates
Washington
$130M +$10.8M +141,272 +10%
UBS Group
35
UBS Group
Switzerland
$126M +$3.48M +45,579 +3%
CB
36
Cooke & Bieler
Pennsylvania
$119M -$222K -2,910 -0.2%
Swiss National Bank
37
Swiss National Bank
Switzerland
$117M +$2.88M +37,800 +3%
EIP
38
Easterly Investment Partners
Massachusetts
$99.9M +$94.5M +1,239,764 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$98.8M +$15.7M +206,131 +20%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$97.6M +$1.47M +19,300 +2%
CS
41
Credit Suisse
Switzerland
$93.1M -$2.52M -33,099 -3%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$89.2M -$111M -1,452,347 -57%
PI
43
PGGM Investments
Netherlands
$87.5M – – –
Ameriprise
44
Ameriprise
Minnesota
$85.9M +$811K +10,636 +1%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$83.9M -$3.84M -50,386 -5%
TA
46
Teachers Advisors
New York
$83.5M +$9.48M +124,376 +14%
AllianceBernstein
47
AllianceBernstein
Tennessee
$83M -$5.81M -76,234 -7%
Hotchkis & Wiley Capital Management
48
Hotchkis & Wiley Capital Management
California
$83M -$885K -11,600 -1%
Renaissance Technologies
49
Renaissance Technologies
New York
$82.3M +$48.6M +636,800 +165%
USAA
50
United Services Automobile Association
Texas
$81.4M -$374K -4,902 -0.5%
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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.