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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
ST
576
Smithfield Trust
Pennsylvania
$987K -$51.8K -679 -5%
CI
577
Cigna Investments
Connecticut
$970K -$34.3K -450 -4%
FMB
578
Field & Main Bank
Kentucky
$967K +$915K +12,000 New
FA
579
FDx Advisors
Illinois
$966K +$914K +11,988 New
LCM
580
Logan Capital Management
Pennsylvania
$950K -$13K -170 -1%
Marshall Wace
581
Marshall Wace
United Kingdom
$947K +$896K +11,757 New
GCA
582
Gideon Capital Advisors
New York
$945K -$947K -12,415 -51%
CI
583
Capital International
California
$944K -$249K -3,265 -22%
CIA
584
Capital Investment Advisors
Georgia
$943K -$110K -1,445 -11%
AF
585
Advisornet Financial
Minnesota
$930K +$577K +7,570 +191%
DI
586
DAGCO Inc
Ohio
$924K -$37.7K -495 -4%
OPTFSNA
587
Old Point Trust & Financial Services N A
Virginia
$921K -$61K -800 -7%
AP
588
Advisor Partners
California
$920K -$8.77K -115 -1%
PG
589
Patten Group
Tennessee
$913K +$4.96K +65 +0.6%
NB
590
NBT Bank
New York
$912K +$3.51K +46 +0.4%
FHB
591
First Hawaiian Bank
Hawaii
$906K +$146K +1,915 +21%
RI
592
Ridgewood Investments
New Jersey
$903K +$21.9K +287 +3%
ACM
593
AlphaCrest Capital Management
New York
$900K +$851K +11,166 New
VNA
594
Valley National Advisers
Pennsylvania
$899K -$24.1K -316 -3%
AMIM
595
Aull & Monroe Investment Management
Alabama
$895K -$53.4K -700 -6%
OFS
596
Orrstown Financial Services
Pennsylvania
$894K +$9.84K +129 +1%
VWM
597
Venturi Wealth Management
Texas
$892K -$4.12K -54 -0.5%
SIM
598
Sonora Investment Management
Arizona
$887K -$1.52K -20 -0.2%
LCM
599
Landscape Capital Management
New Jersey
$873K +$589K +7,723 +248%
AIM
600
Assured Investment Management
New York
$864K +$818K +10,731 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.