We are live on ! Find out more

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
II
551
Inspire Investing
Idaho
$1.1M +$200K +2,619 +24%
ECM
552
ExodusPoint Capital Management
New York
$1.1M +$1.04M +13,603 New
Bank of Nova Scotia
553
Bank of Nova Scotia
Ontario, Canada
$1.09M +$84.1K +1,103 +9%
EWM
554
Endurance Wealth Management
Rhode Island
$1.08M
IP
555
Isthmus Partners
Wisconsin
$1.08M +$3.33M +43,613 New
EI
556
EDMP Inc
Florida
$1.07M +$69.8K +915 +7%
BC
557
Burney Company
Virginia
$1.07M +$9.38K +123 +0.9%
ACM
558
Advisors Capital Management
New Jersey
$1.07M +$370K +4,856 +59%
MA
559
Mutual Advisors
Nebraska
$1.07M +$21.7K +285 +2%
JAM
560
Jupiter Asset Management
United Kingdom
$1.06M
BCMO
561
Buckingham Capital Management (Ohio)
Ohio
$1.05M +$24K +315 +2%
PAS
562
Park Avenue Securities
New York
$1.05M +$111K +1,452 +13%
EBT
563
Enterprise Bank & Trust
Massachusetts
$1.05M +$992K +13,006 New
WBC
564
West Branch Capital
Massachusetts
$1.05M +$38.6K +506 +4%
BA
565
BKS Advisors
Michigan
$1.03M +$8.77K +115 +0.9%
ISL
566
Ingalls & Snyder LLC
New York
$1.03M
PP
567
Patten & Patten
Tennessee
$1.03M
CCMD
568
Cypress Capital Management (Delaware)
Delaware
$1.03M +$3.81K +50 +0.4%
HIC
569
Holderness Investments Company
North Carolina
$1.02M +$10.4K +137 +1%
SBH
570
Segall Bryant & Hamill
Illinois
$1.02M +$53.4K +700 +6%
CL
571
CPWM LLC
Washington
$1.02M
SB
572
Simmons Bank
Arkansas
$1.01M
CB
573
Chemical Bank
Michigan
$1M -$210K -2,751 -18%
MSAM
574
Moloney Securities Asset Management
Missouri
$1M +$97.9K +1,284 +12%
LNWWM
575
Laird Norton Wetherby Wealth Management
California
$1M +$17.1K +224 +2%

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.