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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
AAS
726
Avantax Advisory Services
Texas
$471K +$9.99K +131 +2%
SC
727
Scotia Capital
Ontario, Canada
$470K +$4.73K +62 +1%
CA
728
Commerzbank Aktiengesellschaft
Germany
$469K +$185K +2,423 +71%
SIAG
729
Signet Investment Advisory Group
Rhode Island
$458K +$410K +5,375 +1,680%
TAM
730
Tocqueville Asset Management
New York
$457K -$381 -5 -0.1%
QI
731
Qtron Investments
Massachusetts
$457K +$433K +5,675 New
AWM
732
AE Wealth Management
Kansas
$448K +$424K +5,557 New
ABTD
733
Arvest Bank Trust Division
Oklahoma
$447K +$8.54K +112 +2%
FNB
734
Farmers National Bank
Kentucky
$444K +$420K +5,512 New
FT
735
Fiduciary Trust
Massachusetts
$442K -$17.2K -226 -4%
AT
736
Arden Trust
Delaware
$434K -$23.9K -314 -6%
AI
737
Atria Investments
North Carolina
$433K +$62.8K +823 +18%
MAFM
738
Mid Atlantic Financial Management
Pennsylvania
$431K -$27.1K -356 -6%
DWM
739
Doyle Wealth Management
Florida
$431K
LB
740
Legacy Bridge
Iowa
$429K +$15.3K +200 +4%
DILIC
741
Dai-ichi Life Insurance Company
Japan
$427K
TC
742
Telemus Capital
Michigan
$425K +$18.1K +238 +5%
BRWM
743
B. Riley Wealth Management
Tennessee
$424K -$28.7K -376 -7%
PCG
744
Private Capital Group
Connecticut
$423K +$49.5K +649 +14%
Capital Fund Management (CFM)
745
Capital Fund Management (CFM)
France
$423K +$400K +5,247 New
TNB
746
Thomasville National Bank
Georgia
$422K +$5.26K +69 +1%
EFS
747
Essex Financial Services
Connecticut
$420K -$46.8K -614 -11%
WA
748
Wambolt & Associates
Colorado
$417K +$39.7K +520 +11%
ACM
749
Azimuth Capital Management
Michigan
$415K -$305K -4,000 -44%
NWP
750
Northstar Wealth Partners
Connecticut
$413K -$1.68K -22 -0.4%

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.