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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
WPW
601
Winthrop Partners - WNY
New York
$863K +$360K +4,727 +82%
IB
602
Intrust Bank
Kansas
$862K
TIA
603
Trust Investment Advisors
Indiana
$853K +$103K +1,350 +15%
ECM
604
Everence Capital Management
Indiana
$852K +$109K +1,426 +16%
FLPIM
605
F.L. Putnam Investment Management
Massachusetts
$852K +$227K +2,981 +39%
MPPLM
606
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$845K +$222K +2,914 +38%
CSIC
607
Clifford Swan Investment Counsel
California
$842K -$22.9K -300 -3%
KA
608
Kintegral Advisory
New York
$842K +$396K +5,188 +98%
BFIM
609
Beese Fulmer Investment Management
Ohio
$841K
CBFP
610
Cedar Brook Financial Partners
Ohio
$815K +$35.8K +469 +5%
AF
611
Ally Financial
Michigan
$806K
IFWM
612
Institute for Wealth Management
Colorado
$804K -$10.7K -140 -1%
ZCA
613
Zeke Capital Advisors
Pennsylvania
$800K -$24.2K -318 -3%
MAM
614
Meeder Asset Management
Ohio
$794K
MA
615
Montag & Associates
Georgia
$787K +$745K +9,775 New
OIA
616
Optimum Investment Advisors
Illinois
$785K -$359K -4,709 -33%
EFSCE
617
Enterprise Financial Services Corp (EFSC)
Missouri
$785K +$425K +5,568 +134%
PNC
618
Park National Corp
Ohio
$784K -$86.5K -1,134 -10%
CIP
619
Cornerstone Investment Partners
Georgia
$771K
CG
620
Caprock Group
Idaho
$770K -$18.2K -239 -2%
FMBTD
621
First Midwest Bank Trust Division
Illinois
$761K -$8.77K -115 -1%
SC
622
Searle & Co
Connecticut
$761K
SFI
623
SPC Financial Inc
Maryland
$758K -$28.6K -375 -4%
WS
624
Wedbush Securities
California
$755K +$73.6K +965 +11%
DAS
625
Dynamic Advisor Solutions
Arizona
$750K +$129K +1,688 +22%

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.