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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
WRF
51
Waddell & Reed Financial
Kansas
$76.8M +$589K +7,730 +0.8%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$74.8M -$9.84M -128,998 -12%
MHI
53
Miller Howard Investments
New York
$72.9M +$1.04M +13,611 +2%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$71.6M +$2.58M +33,880 +4%
RFC
55
Regions Financial Corp
Alabama
$71.6M -$975K -12,783 -1%
Barclays
56
Barclays
United Kingdom
$70.9M -$20.4M -267,030 -23%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$69.4M -$722K -9,464 -1%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$67M -$853K -11,185 -1%
FMI
59
Factory Mutual Insurance
Massachusetts
$66.5M +$107K +1,400 +0.2%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$65.2M +$2.51M +32,960 +4%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$64.2M -$1.23M -16,083 -2%
APG Asset Management
62
APG Asset Management
Netherlands
$63.5M -$5.49M -71,950 -8%
PAMU
63
Pictet Asset Management (UK)
United Kingdom
$63.3M +$5.09M +66,778 +9%
First Trust Advisors
64
First Trust Advisors
Illinois
$61.6M -$6.64M -87,033 -10%
O
65
OppenheimerFunds
New York
$60.3M -$10.1M -132,300 -15%
Stifel Financial
66
Stifel Financial
Missouri
$58.5M -$2.74M -35,907 -5%
DC
67
Davenport & Co
Virginia
$55.9M -$70K -918 -0.1%
Axa
68
Axa
France
$55.3M -$10.1M -133,000 -16%
Canada Life
69
Canada Life
Manitoba, Canada
$54.2M +$11M +144,840 +27%
SG Americas Securities
70
SG Americas Securities
New York
$53.7M +$43.3M +567,993 +577%
Two Sigma Investments
71
Two Sigma Investments
New York
$52.4M -$71.1M -932,743 -59%
IP
72
Interval Partners
New York
$52.2M -$27.3M -358,065 -36%
Principal Financial Group
73
Principal Financial Group
Iowa
$51.6M -$1.81M -23,700 -4%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$51.5M -$321K -4,208 -0.7%
SAM
75
Silvercrest Asset Management
New York
$49M +$2.11M +27,680 +5%

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.