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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
RIM
801
Redwood Investment Management
Arizona
$343K +$56.7K +700 +20%
RCS
802
Retirement Capital Strategies
California
$342K
IIM
803
Ironwood Investment Management
Massachusetts
$341K
IPW
804
Inlet Private Wealth
Florida
$333K
MA
805
Montag & Associates
Georgia
$327K -$474K -5,854 -60%
TCB
806
Texas Capital Bancshares
Texas
$327K
BIA
807
Bigelow Investment Advisors
Maine
$325K -$26.7K -330 -8%
NA
808
NewEdge Advisors
Louisiana
$324K -$42.5K -525 -12%
RIM
809
Regent Investment Management
Kentucky
$324K
GP
810
Girard Partners
Pennsylvania
$323K -$25.5K -315 -7%
CDH
811
Charles D. Hyman
$321K +$12.1K +150 +4%
SDWMA
812
Schneider Downs Wealth Management Advisors
Pennsylvania
$321K +$312K +3,851 New
SAA
813
Southeast Asset Advisors
Georgia
$317K
AIC
814
Archer Investment Corporation
Indiana
$316K
FNBTCON
815
First National Bank & Trust Co of Newtown
Pennsylvania
$316K
BSW
816
Buckingham Strategic Wealth
Missouri
$315K +$306K +3,780 New
PK
817
Pflug Koory
Nebraska
$312K -$8.09K -100 -3%
EP
818
Edgestream Partners
New Jersey
$311K +$302K +3,735 New
LIM
819
Leavell Investment Management
Alabama
$309K
CCA
820
Checchi Capital Advisers
California
$309K +$1.05K +13 +0.4%
HAG
821
HighPoint Advisor Group
Illinois
$308K -$2.75K -34 -0.9%
WA
822
WESPAC Advisors
California
$305K
PA
823
Probity Advisors
Texas
$303K -$23.3K -288 -7%
HT
824
Heritage Trust
Oklahoma
$303K
IWC
825
Integrated Wealth Concepts
Massachusetts
$302K +$44.8K +554 +17%

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.