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828 hedge funds and large institutions have $23.6B invested in Eaton in 2015 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 306 increasing their positions, 323 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more call options, than puts

Call options by funds: $272M | Put options by funds: $148M

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

2% more funds holding

Funds holding: 809828 (+19)

0.88% more ownership

Funds ownership: 74.24%75.13% (+0.88%)

0% more capital invested

Capital invested by funds: $23.5B → $23.6B (+$107M)

5% less repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 323

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
828
Holders Change
+19
Holders Change %
+2.35%
% of All Funds
22.31%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.51%
New
78
Increased
306
Reduced
323
Closed
50
Calls
$272M
Puts
$148M
Net Calls
+$125M
Net Calls Change
+$89.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ARMT
726
Amica Retiree Medical Trust
Rhode Island
$170K
BFEC
727
Benjamin F. Edwards & Company
Missouri
$152K -$2.33K -33 -1%
BRWM
728
B. Riley Wealth Management
Tennessee
$147K +$565 +8 +0.4%
WEC
729
Winslow Evans & Crocker
Massachusetts
$144K +$24.8K +352 +20%
GLI
730
Guardian Life Insurance
New York
$138K -$1.55K -22 -1%
SC
731
SRB Corp
Massachusetts
$135K -$24.6K -348 -15%
SNT
732
Security National Trust
West Virginia
$134K
TF
733
Tompkins Financial
New York
$133K -$3.53K -50 -2%
WA
734
WFG Advisors
Texas
$133K +$5.51K +78 +4%
M
735
MOTCO
Texas
$132K
BBHC
736
Brown Brothers Harriman & Co
New York
$126K -$62.4K -884 -32%
WIC
737
Woodmont Investment Counsel
Tennessee
$122K +$127K +1,802 New
AP
738
Atwood & Palmer
Missouri
$121K
MWP
739
MYCIO Wealth Partners
Pennsylvania
$121K
KLWA
740
Kelly Lawrence W & Associates
California
$121K +$127K +1,800 New
IAS
741
IMA Advisory Services
Colorado
$116K +$121K +1,720 New
MIC
742
MU Investments Company
Japan
$114K
Manulife (Manufacturers Life Insurance)
743
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$113K -$1.46M -20,656 -1%
CB
744
Community Bank
New York
$112K
RA
745
Rational Advisors
New York
$105K +$98.8K +1,400 +897%
KT
746
Kanaly Trust
Texas
$99K +$4.45K +63 +5%
CFA
747
Carroll Financial Associates
North Carolina
$92K +$11.9K +169 +14%
FANJ
748
Financial Architects (New Jersey)
New Jersey
$89K
VFA
749
Virtus Fund Advisers
Connecticut
$89K
AF
750
Arrow Financial
New York
$84K

ETN Hedge Fund Activity: Q2 2015 in Review

828 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2015, worth a combined $23.6B — up 0.46% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new ETN positions and 50 closed out — a net gain of 28 holders — while 306 added to existing stakes and 323 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $271M. The largest seller was Citadel Advisors, cutting an estimated $218M.

  • 828 institutional investors held Eaton (ETN) as of Q2 2015, up from 809 in Q1 2015.
  • Funds reported $23.6B of Eaton stock for Q2 2015, up 0.46% quarter-over-quarter.
  • 78 funds opened new Eaton positions in Q2 2015 and 50 closed out, a net change of +28 holders.
  • The largest Eaton buyer in Q2 2015 was Allianz Asset Management, an estimated $271M added.
  • The largest Eaton seller in Q2 2015 was Citadel Advisors, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2015.