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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
PA
751
Parallel Advisors
California
$413K +$34.7K +455 +10%
FB
752
Fulton Bank
Pennsylvania
$411K +$69.5K +912 +22%
TAM
753
Tiverton Asset Management
Delaware
$411K +$389K +5,102 New
BCM
754
Becker Capital Management
Oregon
$411K +$389K +5,105 New
DP
755
Dearborn Partners
Illinois
$407K -$61K -800 -14%
NB
756
Nicolet Bankshares
Wisconsin
$406K
SP
757
Symmetry Partners
Connecticut
$406K
SCA
758
Snowden Capital Advisors
New York
$406K -$15.4K -202 -4%
CH
759
Canton Hathaway
Rhode Island
$402K
PC
760
Port Capital
Illinois
$400K -$76 -1 -0%
AI
761
ArchPoint Investors
Florida
$399K
GWM
762
Geneos Wealth Management
Colorado
$398K +$40.3K +528 +12%
HSA
763
HBK Sorce Advisory
Pennsylvania
$397K +$78.5K +1,030 +26%
OWD
764
Osborn Williams & Donohoe
Ohio
$396K +$364K +4,775 New
GCC
765
Guardian Capital (Canada)
Ontario, Canada
$394K -$6.33K -83 -2%
ATPW
766
Ashton Thomas Private Wealth
Arizona
$392K +$371K +4,867 New
GT
767
Greenleaf Trust
Michigan
$387K -$432K -5,660 -54%
DBRC
768
D.B. Root & Company
Pennsylvania
$386K +$27.5K +360 +8%
CC
769
Courier Capital
New York
$385K +$365K +4,783 New
AIM
770
Allen Investment Management
New York
$384K
PP
771
PDS Planning
Ohio
$383K +$7.24K +95 +2%
WA
772
Wheatland Advisors
Pennsylvania
$382K -$7.63K -100 -2%
MBT
773
Montecito Bank & Trust
California
$379K +$359K +4,706 New
MCM
774
Manchester Capital Management
Vermont
$375K +$33.6K +440 +10%
NB
775
Northwest Bancshares
Pennsylvania
$373K

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.