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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
CIM
476
CenturyLink Investment Management
Colorado
$1.65M +$155K +2,033 +11%
CIM
477
Cambria Investment Management
California
$1.64M -$76.4K -1,002 -5%
BA
478
Boston Advisors
Massachusetts
$1.64M -$17.5K -230 -1%
HFM
479
Hartford Financial Management
Connecticut
$1.61M
WAM
480
Wolverine Asset Management
Illinois
$1.61M +$1.53M +20,000 New
Cerity Partners
481
Cerity Partners
New York
$1.61M -$1.16M -15,255 -43%
FIM
482
Fruth Investment Management
Texas
$1.58M +$7.01K +92 +0.5%
MIM
483
Marco Investment Management
Georgia
$1.58M -$229K -3,000 -13%
TCOT
484
Trust Company of Toledo
Ohio
$1.58M -$20.3K -266 -1%
ERSOT
485
Employees Retirement System of Texas
Texas
$1.56M
MML Investors Services
486
MML Investors Services
Massachusetts
$1.56M +$360K +4,717 +32%
Balyasny Asset Management
487
Balyasny Asset Management
Illinois
$1.55M -$1.01M -13,254 -41%
NMIFOAC
488
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.55M -$98.5K -1,292 -6%
SSA
489
South Street Advisors
New York
$1.54M -$59.2K -776 -4%
GCP
490
GSA Capital Partners
United Kingdom
$1.54M +$1.46M +19,120 New
N
491
Nuveen
North Carolina
$1.54M -$14.8K -194 -1%
CTC
492
Central Trust Company
Missouri
$1.54M -$99.7K -1,308 -6%
JFGIW
493
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.53M -$9.15K -120 -0.6%
CCM
494
Compton Capital Management
Rhode Island
$1.52M
LSPW
495
Lake Street Private Wealth
Illinois
$1.5M +$1.42M +18,638 New
KRS
496
Kentucky Retirement Systems
Kentucky
$1.49M -$25.3K -332 -2%
V
497
Veritable
Delaware
$1.49M +$20.7K +272 +1%
QT
498
Quantbot Technologies
New York
$1.48M +$1.22M +16,027 +671%
ECM
499
ETrade Capital Management
Virginia
$1.48M +$503K +6,590 +56%
TEE
500
Tibra Equities Europe
United Kingdom
$1.47M +$1.4M +18,300 New

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.