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1,079 hedge funds and large institutions have $27.6B invested in Eaton in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 404 increasing their positions, 408 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $224M | Put options by funds: $163M

0.09% more ownership

Funds ownership: 79.05%79.14% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less capital invested

Capital invested by funds: $27.8B → $27.6B (-$216M)

1% less repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 408

2% less funds holding

Funds holding: 1,1041,079 (-25)

16% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 97

Holders
1,079
Holders Change
-25
Holders Change %
-2.26%
% of All Funds
23.66%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
81
Increased
404
Reduced
408
Closed
97
Calls
$224M
Puts
$163M
Net Calls
+$60.6M
Net Calls Change
-$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$212M -$134M -1,652,082 -39%
Allianz Asset Management
27
Allianz Asset Management
Germany
$211M -$2.07M -25,584 -1%
Deutsche Bank
28
Deutsche Bank
Germany
$192M -$29.3M -361,823 -14%
EIP
29
Epoch Investment Partners
New York
$184M -$5.18M -63,992 -3%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$175M -$4.19M -51,656 -2%
American Century Companies
31
American Century Companies
Missouri
$169M -$13.9M -171,888 -8%
AllianceBernstein
32
AllianceBernstein
Tennessee
$165M +$79M +975,477 +96%
PPA
33
Parametric Portfolio Associates
Washington
$157M +$14.7M +181,900 +11%
UBS AM
34
UBS AM
Illinois
$157M +$7.19M +88,720 +5%
SSM
35
Sound Shore Management
Connecticut
$141M -$6.09M -75,143 -4%
PI
36
Putnam Investments
Massachusetts
$139M +$123M +1,518,039 +1,006%
UBS Group
37
UBS Group
Switzerland
$131M +$7.15M +88,206 +6%
EVM
38
Eaton Vance Management
Massachusetts
$129M +$47.5M +585,937 +61%
Victory Capital Management
39
Victory Capital Management
Texas
$124M +$65.5M +808,011 +118%
CB
40
Cooke & Bieler
Pennsylvania
$120M -$736K -9,079 -0.6%
Swiss National Bank
41
Swiss National Bank
Switzerland
$116M +$1.32M +16,322 +1%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$116M +$7.05M +87,050 +7%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$100M -$99.1K -1,223 -0.1%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$95.2M -$1.7M -21,000 -2%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$94.8M +$1.51M +18,633 +2%
CS
46
Credit Suisse
Switzerland
$94.4M +$2.78M +34,331 +3%
PI
47
PGGM Investments
Netherlands
$91.1M
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$84.1M +$9.56M +118,013 +13%
Hotchkis & Wiley Capital Management
49
Hotchkis & Wiley Capital Management
California
$83.9M -$324K -4,000 -0.4%
PAM
50
Panagora Asset Management
Massachusetts
$82.9M -$1.46M -18,000 -2%

ETN Hedge Fund Activity: Q3 2019 in Review

1,079 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2019, worth a combined $27.6B — down 0.78% from $27.8B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of ETN and 81 opened new positions — a net loss of 16 holders — while 408 trimmed existing stakes and 404 added.

The largest buyer was Ameriprise, adding an estimated $231M. The largest seller was Royal Bank of Canada, cutting an estimated $134M.

  • 1,079 institutional investors held Eaton (ETN) as of Q3 2019, down from 1,104 in Q2 2019.
  • Funds reported $27.6B of Eaton stock for Q3 2019, down 0.78% quarter-over-quarter.
  • 81 funds opened new Eaton positions in Q3 2019 and 97 closed out, a net change of -16 holders.
  • The largest Eaton buyer in Q3 2019 was Ameriprise, an estimated $231M added.
  • The largest Eaton seller in Q3 2019 was Royal Bank of Canada, an estimated $134M sold.

Based on aggregated 13F filings for Q3 2019.