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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
GAM
701
Griffin Asset Management
New York
$530K +$2.27K +28 +0.4%
PP
702
PagnatoKarp Partners
Virginia
$529K -$5.58K -69 -1%
CC
703
ClearArc Capital
Ohio
$527K -$62.9K -777 -11%
WA
704
Wambolt & Associates
Colorado
$526K +$101K +1,253 +25%
DI
705
Diligent Investors
California
$525K
FMWA
706
Forvis Mazars Wealth Advisors
Missouri
$523K -$16.9K -209 -3%
AAS
707
Annex Advisory Services
Wisconsin
$523K +$25K +309 +5%
BS
708
Boenning & Scattergood
Pennsylvania
$521K -$23.9K -295 -5%
SCI
709
S&CO Inc
Massachusetts
$520K +$9.71K +120 +2%
Parallax Volatility Advisers
710
Parallax Volatility Advisers
California
$519K +$289K +3,571 +134%
SC
711
SRB Corp
Massachusetts
$519K +$505K +6,239 New
FIM
712
Frontier Investment Management
Texas
$511K +$16.2K +200 +3%
CG
713
Caprock Group
Idaho
$507K -$281K -3,468 -36%
AAM
714
Azzad Asset Management
Virginia
$507K +$10.5K +130 +2%
SFA
715
Sequoia Financial Advisors
Ohio
$506K +$160K +1,972 +48%
PTC
716
Private Trust Company
Ohio
$505K -$17.5K -216 -3%
CPA
717
Court Place Advisors
Maryland
$503K
SACTSONJ
718
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$500K -$80.9K -1,000 -14%
IGGA
719
Iron Gate Global Advisors
Utah
$500K
ACA
720
Atlas Capital Advisors
Wyoming
$499K -$8.42K -104 -2%
SIC
721
Salem Investment Counselors
North Carolina
$498K
HC
722
Henshaw Capital
Massachusetts
$498K +$4.29K +53 +0.9%
TAM
723
Tiverton Asset Management
Delaware
$496K +$69.4K +857 +17%
HL
724
HeadInvest LLC
Maine
$495K -$14.2K -175 -3%
SC
725
Scotia Capital
Ontario, Canada
$485K -$567 -7 -0.1%

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.