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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
CBB
526
Citizens Business Bank
California
$1.29M +$305 +4 +0%
MME
527
Meag Munich Ergo
Germany
$1.28M -$1.92M -25,195 -61%
NWM
528
Northwest Wealth Management
Iowa
$1.28M
FCCM
529
First City Capital Management
Georgia
$1.26M
Assenagon Asset Management
530
Assenagon Asset Management
Luxembourg
$1.26M -$3.57M -46,796 -75%
CCP
531
Corient Capital Partners
California
$1.26M +$590K +7,736 +98%
IA
532
IFG Advisory
Georgia
$1.25M +$79.3K +1,040 +7%
LA
533
Legacy Advisors
Pennsylvania
$1.25M +$592K +7,762 +100%
OSIA
534
O'Shares Investment Advisers
Massachusetts
$1.24M +$16.2K +212 +1%
WIS
535
Wright Investors Service
Connecticut
$1.22M +$411K +5,384 +55%
CA
536
Clearstead Advisors
Ohio
$1.22M -$33K -433 -3%
YMRC
537
Yorktown Management & Research Company
Virginia
$1.21M
ONB
538
Old National Bancorp
Indiana
$1.2M +$201K +2,631 +21%
FAM
539
Fred Alger Management
New York
$1.2M +$229 +3 +0%
AMI
540
Amica Mutual Insurance
Rhode Island
$1.19M
LIA
541
LS Investment Advisors
Michigan
$1.19M -$69.9K -917 -6%
AIL
542
AGF Investments LLC
Ontario, Canada
$1.18M -$1.16M -15,200 -51%
FMTCOCP
543
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.16M -$591K -7,754 -35%
IAA
544
Independent Advisor Alliance
North Carolina
$1.14M -$79.1K -1,037 -7%
PP
545
Palladium Partners
Virginia
$1.14M -$93.9K -1,232 -8%
UF
546
Univest Financial
Pennsylvania
$1.14M -$31.2K -409 -3%
CIA
547
Cascade Investment Advisors
Oregon
$1.13M +$11.4K +150 +1%
CS
548
Candriam SCA
Luxembourg
$1.13M +$1.07K +14 New
FDCDDQ
549
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.12M +$61.1K +801 +6%
SWP
550
Strategic Wealth Partners
Ohio
$1.11M +$82.9K +1,087 +9%

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.