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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
MGIA
676
Moneta Group Investment Advisors
Missouri
$580K +$18.1K +224 +3%
CFA
677
Carroll Financial Associates
North Carolina
$579K +$48.6K +600 +9%
CFN
678
Cordasco Financial Network
Florida
$575K +$12.9K +159 +2%
AAP
679
Arax Advisory Partners
Colorado
$573K +$557K +6,878 New
PTC
680
Philadelphia Trust Company
Pennsylvania
$570K
MAFM
681
Mid Atlantic Financial Management
Pennsylvania
$568K +$119K +1,470 +27%
SWM
682
SeaCrest Wealth Management
New York
$565K +$52.2K +645 +11%
AI
683
ArchPoint Investors
Florida
$565K +$149K +1,835 +37%
GAMC
684
Garner Asset Management Corp
Texas
$559K
SIAG
685
Signet Investment Advisory Group
Rhode Island
$558K +$81.7K +1,010 +18%
BL
686
BFSG LLC
California
$557K -$2.27K -28 -0.4%
Citadel Advisors
687
Citadel Advisors
Florida
$556K -$33.1M -409,323 -98%
CA
688
Cetera Advisors
Colorado
$553K +$6.07K +75 +1%
ATC
689
Argent Trust Co
Tennessee
$550K +$34.8K +430 +7%
SBWM
690
Sunflower Bank Wealth Management
Arizona
$549K -$809 -10 -0.2%
IRF
691
IBM Retirement Fund
New York
$547K -$11.2K -138 -2%
PA
692
PFG Advisors
Arizona
$546K +$10.1K +125 +2%
AAS
693
Avantax Advisory Services
Texas
$545K +$56.7K +701 +12%
FT
694
Fiduciary Trust
Massachusetts
$545K +$86K +1,062 +19%
WIA
695
Wealthstreet Investment Advisors
Texas
$541K -$24.3K -300 -4%
AIM
696
Axiom Investment Management
New York
$541K +$8.26K +102 +2%
SA
697
Strategic Advisors
New York
$540K -$20K -247 -4%
DWM
698
Darwin Wealth Management
Florida
$538K +$890 +11 +0.2%
Carson Wealth (CWM LLC)
699
Carson Wealth (CWM LLC)
Nebraska
$534K
BCM
700
Becker Capital Management
Oregon
$534K +$106K +1,304 +26%

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.