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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
VCAM
776
Van Cleef Asset Management
Ohio
$370K
FNBT
777
FineMark National Bank & Trust
Florida
$370K +$14.1K +185 +4%
TA
778
Tiedemann Advisors
New York
$369K -$29.8K -391 -8%
BOE
779
Bank of Edwardsville
Illinois
$365K +$346K +4,534 New
IA
780
Icon Advisers
Colorado
$363K -$114K -1,500 -25%
WWM
781
Western Wealth Management
Colorado
$358K -$2.44K -32 -0.7%
IRC
782
Investors Research Corp
Georgia
$358K
NA
783
NewEdge Advisors
Louisiana
$356K -$75.3K -987 -18%
DA
784
Doliver Advisors
Texas
$355K +$4.96K +65 +1%
CBU
785
CIBC Bank USA
Illinois
$354K -$1.22K -16 -0.4%
DA
786
Dillon & Associates
Michigan
$354K
PL
787
Perpetual Ltd
Australia
$354K
P
788
Pitcairn
Pennsylvania
$351K -$16.5K -216 -5%
HBT
789
Hills Bank & Trust
Iowa
$347K +$87.7K +1,150 +36%
CCG
790
Cypress Capital Group
Florida
$345K +$33.6K +440 +11%
BIA
791
Bigelow Investment Advisors
Maine
$341K -$134K -1,754 -29%
GP
792
Girard Partners
Pennsylvania
$338K -$46.5K -610 -13%
SC
793
Savant Capital
Illinois
$336K -$11.7K -153 -4%
Cohen & Steers
794
Cohen & Steers
New York
$335K +$112K +1,467 +55%
ITIM
795
Indiana Trust & Investment Management
Indiana
$334K -$18.3K -240 -5%
WI
796
Wedgewood Investors
Pennsylvania
$332K
SFA
797
Sequoia Financial Advisors
Ohio
$331K +$313K +4,110 New
IIM
798
Ironwood Investment Management
Massachusetts
$330K
RCS
799
Retirement Capital Strategies
California
$330K
IPW
800
Inlet Private Wealth
Florida
$330K +$313K +4,100 New

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.