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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
LPU
51
Lansdowne Partners (UK)
United Kingdom
$74.3M +$60.4M +745,762 +508%
CCMG
52
Clark Capital Management Group
Pennsylvania
$74M +$35.8M +441,797 +99%
RFC
53
Regions Financial Corp
Alabama
$73.2M -$804K -9,928 -1%
USAA
54
United Services Automobile Association
Texas
$72.2M -$11.6M -143,839 -14%
MHI
55
Miller Howard Investments
New York
$70.4M -$4.78M -59,043 -7%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$67.5M -$1.73M -21,385 -3%
Citigroup
57
Citigroup
New York
$67.3M +$20.2M +249,570 +45%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$67.3M -$82.9K -1,024 -0.1%
FMI
59
Factory Mutual Insurance
Massachusetts
$66.6M
Stifel Financial
60
Stifel Financial
Missouri
$65.9M +$5.41M +66,900 +9%
HCM
61
Hamlin Capital Management
New York
$65.7M +$15.1M +186,119 +31%
PAMU
62
Pictet Asset Management (UK)
United Kingdom
$64.9M -$537K -6,636 -0.8%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$64.4M -$1.85M -22,894 -3%
Nordea Investment Management
64
Nordea Investment Management
Sweden
$63.6M +$50.4M +622,444 +441%
DC
65
Davenport & Co
Virginia
$58.4M +$631K +7,794 +1%
Holocene Advisors
66
Holocene Advisors
New York
$58.4M +$56.7M +700,905 New
Ameriprise
67
Ameriprise
Minnesota
$58.3M -$29.7M -366,498 -34%
Axa
68
Axa
France
$57.7M +$518K +6,397 +0.9%
Victory Capital Management
69
Victory Capital Management
Texas
$56.9M +$7.04M +86,979 +15%
Canada Life
70
Canada Life
Manitoba, Canada
$55.8M -$383K -4,733 -0.7%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$55.7M -$21.1M -260,189 -28%
BG
72
Bahl & Gaynor
Ohio
$54.8M +$49.4M +610,037 +1,285%
APG Asset Management
73
APG Asset Management
Netherlands
$54.6M -$11.2M -138,227 -16%
Principal Financial Group
74
Principal Financial Group
Iowa
$54.1M +$746K +9,216 +1%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$53.2M +$3.01M +37,177 +6%

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.