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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
GWM
751
Geneos Wealth Management
Colorado
$423K +$11.3K +139 +3%
DP
752
Dearborn Partners
Illinois
$421K
CC
753
Centiva Capital
New York
$420K -$155K -1,913 -27%
NB
754
Nicolet Bankshares
Wisconsin
$420K
PA
755
Parallel Advisors
California
$419K -$6.88K -85 -2%
FB
756
Fulton Bank
Pennsylvania
$416K -$8.18K -101 -2%
CH
757
Canton Hathaway
Rhode Island
$416K
MCM
758
Maryland Capital Management
Maryland
$414K -$105K -1,300 -21%
PC
759
Port Capital
Illinois
$413K
MBT
760
Montecito Bank & Trust
California
$409K +$16.2K +200 +4%
ATPW
761
Ashton Thomas Private Wealth
Arizona
$408K +$2.91K +36 +0.7%
SCA
762
Snowden Capital Advisors
New York
$408K -$10.9K -135 -3%
TC
763
Telemus Capital
Michigan
$407K +$2.02K +25 +0.5%
HSA
764
HBK Sorce Advisory
Pennsylvania
$401K -$9.47K -117 -2%
CC
765
Courier Capital
New York
$398K
OWD
766
Osborn Williams & Donohoe
Ohio
$398K
PP
767
PDS Planning
Ohio
$396K
WA
768
Wheatland Advisors
Pennsylvania
$395K
LTI
769
Laffer Tengler Investments
Tennessee
$393K +$382K +4,723 New
CAN
770
Cetera Advisor Networks
California
$393K +$73.5K +908 +24%
APA
771
American Portfolios Advisors
New York
$392K +$83.4K +1,030 +28%
FEM
772
Fulcrum Equity Management
Texas
$390K +$105K +1,302 +36%
Capital Fund Management (CFM)
773
Capital Fund Management (CFM)
France
$389K -$46.6K -576 -11%
CCG
774
Cypress Capital Group
Florida
$389K +$31.2K +385 +9%
NB
775
Northwest Bancshares
Pennsylvania
$386K

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.