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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
PP
701
PagnatoKarp Partners
Virginia
$517K +$9.91K +130 +2%
AIM
702
Axiom Investment Management
New York
$515K -$52.8K -692 -10%
Bessemer Group
703
Bessemer Group
New Jersey
$513K +$45.6K +598 +10%
CFA
704
Carroll Financial Associates
North Carolina
$511K +$255K +3,338 +111%
GAM
705
Griffin Asset Management
New York
$510K +$2.06K +27 +0.4%
DI
706
Diligent Investors
California
$508K -$7.63K -100 -2%
TRCT
707
Tower Research Capital (TRC)
New York
$506K -$403K -5,280 -46%
PTC
708
Private Trust Company
Ohio
$506K -$34.9K -458 -7%
MCM
709
Maryland Capital Management
Maryland
$505K -$24K -315 -5%
ATC
710
Argent Trust Co
Tennessee
$497K +$37.1K +486 +9%
SWM
711
SeaCrest Wealth Management
New York
$494K +$4.27K +56 +0.9%
HL
712
HeadInvest LLC
Maine
$493K -$466K -6,114 -50%
SCI
713
S&CO Inc
Massachusetts
$493K +$9.15K +120 +2%
ACA
714
Atlas Capital Advisors
Wyoming
$491K -$248K -3,254 -35%
ZCM
715
Zebra Capital Management
Connecticut
$488K -$334K -4,377 -42%
AWM
716
Altium Wealth Management
New York
$488K -$15.9K -208 -3%
CPA
717
Court Place Advisors
Maryland
$486K -$22.9K -300 -5%
AAS
718
Annex Advisory Services
Wisconsin
$481K +$458 +6 +0.1%
RIA
719
Realta Investment Advisors
Delaware
$480K +$461K +6,043 New
AAM
720
Azzad Asset Management
Virginia
$480K -$1.75K -23 -0.4%
FIM
721
Frontier Investment Management
Texas
$479K -$8.62K -113 -2%
IGGA
722
Iron Gate Global Advisors
Utah
$479K
SS
723
Simplicity Solutions
Minnesota
$477K +$140K +1,839 +45%
HC
724
Henshaw Capital
Massachusetts
$477K +$3.96K +52 +0.9%
CCA
725
Cobblestone Capital Advisors
New York
$471K -$100K -1,316 -18%

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.