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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
BC
851
Bartlett & Co
Ohio
$262K +$16.3K +214 +7%
RCAG
852
Rehmann Capital Advisory Group
Michigan
$259K +$20.1K +264 +9%
MA
853
MONECO Advisors
Connecticut
$257K +$243K +3,192 New
MRCM
854
M&R Capital Management
New Jersey
$256K
VF
855
Virtu Financial
New York
$255K -$863K -11,314 -78%
KF
856
Krilogy Financial
Missouri
$255K
BAM
857
Belpointe Asset Management
Nevada
$254K +$98.4K +1,291 +70%
AWA
858
ARS Wealth Advisors
Florida
$253K +$240K +3,146 New
BAC
859
Boys Arnold & Co
North Carolina
$250K -$11.1K -145 -4%
PIA
860
Pinion Investment Advisors
Kansas
$250K +$237K +3,108 New
HH
861
Hilltop Holdings
Texas
$249K +$236K +3,091 New
WI
862
Wintrust Investments
Illinois
$248K -$11.4K -150 -5%
BWA
863
BDO Wealth Advisors
Florida
$247K +$38.9K +510 +20%
PCM
864
Princeton Capital Management
New Jersey
$245K -$1.91K -25 -0.8%
SFPIA
865
Stevens First Principles Investment Advisors
California
$244K +$13.3K +175 +6%
CPC
866
Congress Park Capital
New York
$243K
SIA
867
SeaBridge Investment Advisors
New Jersey
$243K
WTB
868
Washington Trust Bank
Washington
$242K -$17.4K -228 -7%
CIA
869
Choate Investment Advisors
Massachusetts
$242K
GAM
870
Gemmer Asset Management
California
$238K
SG
871
StoneX Group
New York
$236K +$223K +2,924 New
VCA
872
Verdence Capital Advisors
Maryland
$236K +$223K +2,925 New
BCI
873
Brinker Capital Investments
Pennsylvania
$235K +$215K +2,818 +2,966%
KA
874
KLCM Advisors
Wisconsin
$234K +$221K +2,900 New
ACM
875
AUA Capital Management
Pennsylvania
$233K

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.