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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
651
Sageworth Trust
Pennsylvania
$646K
PA
652
Profund Advisors
Maryland
$642K +$99.4K +1,303 +20%
VFA
653
Voya Financial Advisors
Connecticut
$638K +$96K +1,259 +19%
GCIA
654
Gabelli & Co Investment Advisers
New York
$636K
Tudor Investment Corp
655
Tudor Investment Corp
Connecticut
$633K +$600K +7,863 New
EWM
656
Evermay Wealth Management
Virginia
$628K -$7.63K -100 -1%
PP
657
Prudential plc
United Kingdom
$625K +$172K +2,252 +41%
LC
658
LCNB Corp
Ohio
$623K +$19.5K +256 +3%
FMT
659
First Mercantile Trust
Tennessee
$622K -$30.1K -395 -5%
ZF
660
Zhang Financial
Michigan
$622K +$229 +3 +0%
IFS
661
Ifrah Financial Services
Arkansas
$616K -$6.56K -86 -1%
OLA
662
Oliver Luxxe Assets
New Jersey
$610K +$578K +7,575 New
VWM
663
Valley Wealth Managers
New Jersey
$606K -$238K -3,118 -29%
TAIM
664
TD Ameritrade Investment Management
Nebraska
$605K +$197K +2,582 +52%
SMC
665
Smith, Moore & Co
Missouri
$603K -$28.6K -375 -5%
SIAP
666
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$594K
NRS
667
Neville Rodie & Shaw
New York
$592K -$9.53K -125 -2%
Connor, Clark & Lunn Investment Management (CC&L)
668
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$587K +$556K +7,290 New
Wealthfront Advisers
669
Wealthfront Advisers
California
$582K +$13.1K +172 +2%
SAM
670
Sawgrass Asset Management
Florida
$579K +$548K +7,185 New
PFBT
671
Parkside Financial Bank & Trust
Missouri
$575K +$279K +3,656 +105%
CC
672
ClearArc Capital
Ohio
$572K -$25.2K -331 -4%
EGM
673
Engineers Gate Manager
New York
$572K +$541K +7,100 New
PGFC
674
Peapack-Gladstone Financial Corp
New Jersey
$569K +$22.4K +294 +4%
Wolverine Trading
675
Wolverine Trading
Illinois
$566K +$535K +7,022 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.