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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
FAAS
501
First Allied Advisory Services
California
$1.47M -$15.4K -202 -1%
PVWM
502
Point View Wealth Management
New Jersey
$1.47M -$13.3K -174 -0.9%
QCM
503
Quest Capital Management
Texas
$1.46M +$570K +7,478 +70%
MM
504
Midas Management
New York
$1.45M
PAG
505
Private Advisor Group
New Jersey
$1.45M +$219K +2,867 +19%
CSS
506
Cubist Systematic Strategies
Connecticut
$1.45M +$600K +7,869 +78%
OAM
507
Oppenheimer Asset Management
New York
$1.44M +$398K +5,213 +41%
SGCA
508
Steel Grove Capital Advisors
Tennessee
$1.44M +$96K +1,259 +8%
CCT
509
Capital City Trust
Florida
$1.43M -$2.36K -31 -0.2%
CAL
510
Capital Analysts LLC
Pennsylvania
$1.42M +$1.34M +17,565 New
CII
511
Capital International Inc
California
$1.41M -$90K -1,180 -6%
RWA
512
River Wealth Advisors
Pennsylvania
$1.41M +$179K +2,348 +16%
WCM
513
Wunderlich Capital Managemnt
Tennessee
$1.4M +$13.9K +182 +1%
WCM
514
Weld Capital Management
New York
$1.4M +$1.32M +17,359 New
LD
515
Lipe & Dalton
New York
$1.39M -$12.6K -165 -0.9%
CAPTRUST Financial Advisors
516
CAPTRUST Financial Advisors
North Carolina
$1.39M +$774K +10,144 +144%
SIC
517
SFE Investment Counsel
California
$1.36M +$30.2K +396 +2%
SC
518
Sawyer & Company
Massachusetts
$1.36M
AII
519
AGF Investments Inc
Ontario, Canada
$1.34M +$307K +4,030 +32%
TPA
520
Trivium Point Advisory
Connecticut
$1.34M +$261K +3,427 +26%
NICM
521
Neo Ivy Capital Management
New York
$1.33M +$1.26M +16,529 New
JIC
522
Johnson Investment Counsel
Ohio
$1.31M +$32.4K +425 +3%
MC
523
Machina Capital
France
$1.31M +$406K +5,322 +49%
BSB
524
Bangor Savings Bank
Maine
$1.3M -$30.9K -405 -2%
UA
525
Unison Advisors
District of Columbia
$1.29M +$11.6K +152 +1%

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.