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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
AWM
626
Avior Wealth Management
Nebraska
$747K +$44.2K +580 +7%
GT
627
Glenview Trust
Kentucky
$743K
GBT
628
Grove Bank & Trust
Florida
$743K +$21K +275 +3%
MWA
629
Meridian Wealth Advisors
Texas
$742K -$12.2K -160 -2%
HI
630
HBK Investments
Texas
$732K +$693K +9,087 New
Federated Hermes
631
Federated Hermes
Pennsylvania
$730K -$4.35K -57 -0.6%
GC
632
Grimes & Company
Massachusetts
$728K -$62.2K -816 -8%
BCM
633
BlueCrest Capital Management
Jersey
$725K +$686K +8,995 New
KIA
634
KCM Investment Advisors
California
$723K -$24.3K -319 -3%
TCM
635
Teza Capital Management
Illinois
$714K -$303K -3,977 -31%
DJSG
636
D.J. St. Germain
Massachusetts
$701K -$31.3K -410 -5%
FBC
637
Fairfield, Bush & Co
Connecticut
$695K
LOAMS
638
Lombard Odier Asset Management (Switzerland)
Switzerland
$694K
AAM
639
American Asset Management
Florida
$693K
FG
640
Fiduciary Group
Georgia
$686K -$59.9K -785 -8%
CAG
641
Csenge Advisory Group
Florida
$683K +$647K +8,490 New
KRSITF
642
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$678K -$11.5K -151 -2%
BB
643
Busey Bank
Illinois
$672K
PFC
644
Phocas Financial Corp
California
$671K
CC
645
Cypress Capital
Tennessee
$669K +$55.8K +732 +10%
BBA
646
BLB&B Advisors
Pennsylvania
$663K +$11.4K +150 +2%
WP
647
WealthPLAN Partners
Nebraska
$662K +$182K +2,386 +40%
ARTA
648
A.R.T. Advisors
New York
$660K -$2.4M -31,411 -79%
VIA
649
Vident Investment Advisory
Georgia
$658K -$54.9K -720 -8%
WAM
650
Wealthspire Advisors (Maryland)
Maryland
$646K -$13.5K -177 -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.