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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
GLA
676
Great Lakes Advisors
Illinois
$565K -$458 -6 -0.1%
ACM
677
Alethea Capital Management
Washington
$564K
SACTSONJ
678
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$564K
CC
679
Centiva Capital
New York
$561K -$146K -1,916 -22%
NL
680
NWAM LLC
Washington
$561K
LP
681
LMR Partners
United Kingdom
$555K +$526K +6,893 New
PTC
682
Philadelphia Trust Company
Pennsylvania
$551K +$16.8K +220 +3%
WIA
683
Wealthstreet Investment Advisors
Texas
$548K -$15.3K -200 -3%
PA
684
PFG Advisors
Arizona
$544K -$61K -800 -11%
MGIA
685
Moneta Group Investment Advisors
Missouri
$543K -$16.9K -222 -3%
CFN
686
Cordasco Financial Network
Florida
$543K +$3.89K +51 +0.8%
SA
687
Strategic Advisors
New York
$542K -$22.9K -300 -4%
GAMC
688
Garner Asset Management Corp
Texas
$541K -$1.91K -25 -0.4%
BL
689
BFSG LLC
California
$541K +$512K +6,719 New
IRF
690
IBM Retirement Fund
New York
$540K +$7.01K +92 +1%
CS
691
Comerica Securities
Michigan
$539K +$121K +1,582 +31%
Carson Wealth (CWM LLC)
692
Carson Wealth (CWM LLC)
Nebraska
$534K -$2.13M -27,921 -89%
SBWM
693
Sunflower Bank Wealth Management
Arizona
$532K +$504K +6,605 New
CA
694
Cetera Advisors
Colorado
$529K -$266K -3,488 -35%
BS
695
Boenning & Scattergood
Pennsylvania
$528K +$305 +4 +0.1%
FMWA
696
Forvis Mazars Wealth Advisors
Missouri
$523K +$495K +6,493 New
RB
697
Rodgers Brothers
Pennsylvania
$522K +$26.7K +350 +6%
ACM
698
AlphaStar Capital Management
North Carolina
$522K +$73.7K +967 +18%
DWM
699
Darwin Wealth Management
Florida
$520K +$492K +6,451 New
SIC
700
Salem Investment Counselors
North Carolina
$519K

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.