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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
JT
826
Jump Trading
Illinois
$302K +$293K +3,621 New
EWA
827
EP Wealth Advisors
California
$300K +$291K +3,599 New
WIM
828
Wilen Investment Management
Florida
$297K -$24.3K -300 -8%
MF
829
Magnetar Financial
Illinois
$296K +$288K +3,554 New
PCM
830
Parsons Capital Management
Rhode Island
$293K +$2.43K +30 +0.9%
LFASL
831
Lugano Financial Advisors SA (LFA)
Switzerland
$291K +$283K +3,496 New
ITIM
832
Indiana Trust & Investment Management
Indiana
$289K -$54.2K -670 -16%
PV
833
Private Vista
Illinois
$289K
GCC
834
Guardian Capital (Canada)
Ontario, Canada
$288K -$116K -1,430 -29%
CPO
835
Cerity Partners OCIO
New York
$286K +$81 +1 +0%
CMO
836
Covenant Multifamily Offices
Texas
$286K +$278K +3,440 New
DBIA
837
Dumont & Blake Investment Advisors
New Jersey
$284K
SG
838
StoneX Group
New York
$282K +$37.4K +462 +16%
RTC
839
Riverview Trust Company
Washington
$281K
RCAG
840
Rehmann Capital Advisory Group
Michigan
$280K +$12.7K +157 +5%
KWMG
841
King Wealth Management Group
Florida
$279K
RWA
842
Ropes Wealth Advisors
Massachusetts
$277K -$3K -37 -1%
BHWM
843
Bar Harbor Wealth Management
New Hampshire
$277K
CT
844
Cambridge Trust
Massachusetts
$277K +$40.5K +500 +18%
KWM
845
Kingsview Wealth Management
Oregon
$276K +$63.2K +781 +31%
PL
846
Perpetual Ltd
Australia
$275K -$89K -1,100 -25%
Fayez Sarofim & Co
847
Fayez Sarofim & Co
Texas
$274K
AWA
848
Arete Wealth Advisors
Illinois
$272K -$25.7K -318 -9%
BCWM
849
Bartlett & Co Wealth Management
Ohio
$270K -$1.13K -14 -0.4%
BC
850
Bartlett & Co
Ohio
$270K -$1.13K -14 -0.4%

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.