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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
KRS
476
Kentucky Retirement Systems
Kentucky
$1.64M +$95.8K +1,184 +6%
RWA
477
River Wealth Advisors
Pennsylvania
$1.64M +$179K +2,213 +13%
FIM
478
Fruth Investment Management
Texas
$1.63M
MIM
479
Marco Investment Management
Georgia
$1.63M
HF
480
HRT Financial
New York
$1.62M +$1.58M +19,491 New
FAAS
481
First Allied Advisory Services
California
$1.6M +$75.4K +931 +5%
CIM
482
CenturyLink Investment Management
Colorado
$1.6M -$101K -1,246 -6%
NMIFOAC
483
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.6M
OAM
484
Oppenheimer Asset Management
New York
$1.59M +$102K +1,263 +7%
Cerity Partners
485
Cerity Partners
New York
$1.59M -$65.7K -812 -4%
SSA
486
South Street Advisors
New York
$1.59M
WMSA
487
Weiss Multi-Strategy Advisers
New York
$1.58M -$6.92M -85,500 -82%
CS
488
Candriam SCA
Luxembourg
$1.58M +$405 +5 +36%
CCM
489
Compton Capital Management
Rhode Island
$1.57M
CBN
490
Cadence Bank NA
Texas
$1.57M -$249K -3,080 -14%
SIC
491
SFE Investment Counsel
California
$1.54M +$132K +1,632 +10%
V
492
Veritable
Delaware
$1.54M +$3.08K +38 +0.2%
ERSOT
493
Employees Retirement System of Texas
Texas
$1.53M -$80.9K -1,000 -5%
RA
494
Rational Advisors
New York
$1.52M +$1.35M +16,725 +1,051%
TPA
495
Trivium Point Advisory
Connecticut
$1.52M +$130K +1,611 +10%
SGCA
496
Steel Grove Capital Advisors
Tennessee
$1.52M +$35.5K +439 +2%
ECM
497
ETrade Capital Management
Virginia
$1.52M -$4.61K -57 -0.3%
PSUF
498
People's United Financial
Connecticut
$1.52M -$908K -11,222 -38%
LSPW
499
Lake Street Private Wealth
Illinois
$1.51M -$37.4K -462 -2%
WCM
500
Wunderlich Capital Managemnt
Tennessee
$1.51M +$57.5K +710 +4%

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.