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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
Deutsche Bank
26
Deutsche Bank
Germany
$223M -$75.3M -930,127 -26%
Allianz Asset Management
27
Allianz Asset Management
Germany
$214M +$2.04M +25,204 +1%
EIP
28
Epoch Investment Partners
New York
$189M -$15.6M -192,493 -8%
American Century Companies
29
American Century Companies
Missouri
$184M +$9.8M +121,116 +6%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$179M -$1.33M -16,476 -0.8%
UBS AM
31
UBS AM
Illinois
$150M -$13.9M -171,946 -9%
SSM
32
Sound Shore Management
Connecticut
$148M -$7.1M -87,726 -5%
Capital International Investors
33
Capital International Investors
California
$147M +$528K +6,524 +0.4%
PPA
34
Parametric Portfolio Associates
Washington
$142M +$7.1M +87,712 +5%
UBS Group
35
UBS Group
Switzerland
$124M -$6.7M -82,824 -5%
CB
36
Cooke & Bieler
Pennsylvania
$121M -$2.03M -25,099 -2%
Swiss National Bank
37
Swiss National Bank
Switzerland
$115M -$5.32M -65,700 -5%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$109M +$6.17M +76,224 +6%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$101M +$25.9M +319,749 +36%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$97.1M -$3.7M -45,700 -4%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$93.4M +$1.09M +13,494 +1%
CS
42
Credit Suisse
Switzerland
$91.7M -$4.36M -53,878 -5%
PI
43
PGGM Investments
Netherlands
$91.3M +$769K +9,500 +0.9%
PAM
44
Panagora Asset Management
Massachusetts
$84.6M +$38.8M +479,471 +89%
AllianceBernstein
45
AllianceBernstein
Tennessee
$84.4M -$1.38M -17,107 -2%
Hotchkis & Wiley Capital Management
46
Hotchkis & Wiley Capital Management
California
$84.4M -$1.42M -17,600 -2%
EVM
47
Eaton Vance Management
Massachusetts
$80.3M +$65.5M +809,782 +524%
Barclays
48
Barclays
United Kingdom
$77.2M +$3.81M +47,083 +5%
First Trust Advisors
49
First Trust Advisors
Illinois
$74.6M +$10.5M +130,058 +17%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$74.4M -$11.9M -147,414 -14%

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.