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1,104 hedge funds and large institutions have $27.8B invested in Eaton in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 400 increasing their positions, 431 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $206M | Put options by funds: $144M

13% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 80

4% more capital invested

Capital invested by funds: $26.8B → $27.8B (+$1.01B)

0.48% more ownership

Funds ownership: 78.57%79.05% (+0.48%)

0% less funds holding

Funds holding: 1,1071,104 (-3)

7% less repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 431

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
1,104
Holders Change
-3
Holders Change %
-0.27%
% of All Funds
23.97%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
90
Increased
400
Reduced
431
Closed
80
Calls
$206M
Puts
$144M
Net Calls
+$62.8M
Net Calls Change
-$5.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
626
Optimum Investment Advisors
Illinois
$759K -$51K -630 -6%
GC
627
Grimes & Company
Massachusetts
$753K
VWM
628
Venturi Wealth Management
Texas
$737K -$162K -2,000 -18%
KRSITF
629
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$735K +$32.5K +402 +5%
KIA
630
KCM Investment Advisors
California
$731K -$16.1K -199 -2%
CC
631
Cypress Capital
Tennessee
$728K +$35.2K +435 +5%
AAM
632
American Asset Management
Florida
$709K -$6.88K -85 -1%
FG
633
Fiduciary Group
Georgia
$707K -$2.91K -36 -0.4%
VIA
634
Vident Investment Advisory
Georgia
$707K +$25.9K +320 +4%
BB
635
Busey Bank
Illinois
$694K
PFC
636
Phocas Financial Corp
California
$694K
VWM
637
Valley Wealth Managers
New Jersey
$690K +$61.1K +755 +10%
DAS
638
Dynamic Advisor Solutions
Arizona
$688K -$85.4K -1,055 -11%
Wealthfront Advisers
639
Wealthfront Advisers
California
$687K +$82.8K +1,023 +14%
BBA
640
BLB&B Advisors
Pennsylvania
$685K
AWM
641
AE Wealth Management
Kansas
$684K +$215K +2,660 +48%
Federated Hermes
642
Federated Hermes
Pennsylvania
$682K -$70.6K -872 -10%
IUHSA
643
Itau Unibanco Holding S.A.
Brazil
$681K +$329K +4,061 +99%
PA
644
Profund Advisors
Maryland
$680K +$16.2K +200 +3%
EWM
645
Evermay Wealth Management
Virginia
$676K +$26.3K +325 +4%
SIAP
646
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$672K +$56.7K +700 +9%
ST
647
Sageworth Trust
Pennsylvania
$668K
FBC
648
Fairfield, Bush & Co
Connecticut
$666K -$51K -630 -7%
DJSG
649
D.J. St. Germain
Massachusetts
$659K -$63.1K -780 -9%
GCIA
650
Gabelli & Co Investment Advisers
New York
$658K

ETN Hedge Fund Activity: Q2 2019 in Review

1,104 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2019, worth a combined $27.8B — up 3.8% from $26.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ETN positions and 80 closed out — a net gain of 10 holders — while 400 added to existing stakes and 431 trimmed.

The largest buyer was Nuveen, adding an estimated $254M. The largest seller was Goldman Sachs, cutting an estimated $78.6M.

  • 1,104 institutional investors held Eaton (ETN) as of Q2 2019, down from 1,107 in Q1 2019.
  • Funds reported $27.8B of Eaton stock for Q2 2019, up 3.8% quarter-over-quarter.
  • 90 funds opened new Eaton positions in Q2 2019 and 80 closed out, a net change of +10 holders.
  • The largest Eaton buyer in Q2 2019 was Nuveen, an estimated $254M added.
  • The largest Eaton seller in Q2 2019 was Goldman Sachs, an estimated $78.6M sold.

Based on aggregated 13F filings for Q2 2019.