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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
HT
826
Heritage Trust
Oklahoma
$293K +$208K +2,730 +300%
FEM
827
Fulcrum Equity Management
Texas
$292K -$763 -10 -0.3%
HIMC
828
Heritage Investors Management Corp
Maryland
$292K
CWM
829
Cornerstone Wealth Management
Missouri
$290K +$15.6K +204 +6%
AWA
830
Arete Wealth Advisors
Illinois
$289K -$12.7K -167 -4%
CHP
831
Cable Hill Partners
Oregon
$285K +$69.2K +908 +34%
PCM
832
Parsons Capital Management
Rhode Island
$281K
PV
833
Private Vista
Illinois
$280K
PI
834
PineBridge Investments
New York
$279K -$5.26K -69 -2%
CLOS
835
Compagnie Lombard Odier SCmA
Switzerland
$278K -$20.8K -273 -7%
IUHSA
836
Itau Unibanco Holding S.A.
Brazil
$277K
CPO
837
Cerity Partners OCIO
New York
$277K +$153 +2 +0.1%
DBIA
838
Dumont & Blake Investment Advisors
New Jersey
$275K +$260K +3,411 New
RIM
839
Redwood Investment Management
Arizona
$275K +$261K +3,417 New
SCA
840
Sippican Capital Advisors
Massachusetts
$272K -$19.8K -260 -7%
RWA
841
Ropes Wealth Advisors
Massachusetts
$271K -$127K -1,662 -33%
RTC
842
Riverview Trust Company
Washington
$271K +$2.97K +39 +1%
KWMG
843
King Wealth Management Group
Florida
$270K
MWNA
844
Marshall Wace North America
New York
$270K +$256K +3,352 New
BHWM
845
Bar Harbor Wealth Management
New Hampshire
$268K -$11.2K -147 -4%
IWC
846
Integrated Wealth Concepts
Massachusetts
$267K +$253K +3,315 New
SC
847
SouthState Corp
Florida
$266K +$251K +3,297 New
Fayez Sarofim & Co
848
Fayez Sarofim & Co
Texas
$265K
CAM
849
Cresset Asset Management
Illinois
$263K +$145K +1,903 +139%
BCWM
850
Bartlett & Co Wealth Management
Ohio
$262K +$16.3K +214 +7%

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.