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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
PPP
851
Private Portfolio Partners
New Jersey
$269K +$34.8K +430 +15%
CWM
852
Cornerstone Wealth Management
Missouri
$268K -$13.4K -166 -5%
BWA
853
BDO Wealth Advisors
Florida
$265K +$9.39K +116 +4%
KF
854
Krilogy Financial
Missouri
$264K +$1.05K +13 +0.4%
AWA
855
ARS Wealth Advisors
Florida
$263K +$971 +12 +0.4%
BAC
856
Boys Arnold & Co
North Carolina
$261K +$2.75K +34 +1%
MA
857
MONECO Advisors
Connecticut
$256K -$9.96K -123 -4%
LB
858
Landmark Bank
Missouri
$255K +$26K +321 +12%
MRCM
859
M&R Capital Management
New Jersey
$254K
PCM
860
Princeton Capital Management
New Jersey
$254K
PIA
861
Pinion Investment Advisors
Kansas
$253K -$5.83K -72 -2%
CIA
862
Choate Investment Advisors
Massachusetts
$251K +$647 +8 +0.3%
BAS
863
Brown Advisory Securities
Maryland
$250K -$82.2K -1,016 -25%
WI
864
Wintrust Investments
Illinois
$250K -$5.99K -74 -2%
GAM
865
Gemmer Asset Management
California
$246K
OFS
866
Orrstown Financial Services
Pennsylvania
$244K -$661K -8,169 -74%
SIA
867
SeaBridge Investment Advisors
New Jersey
$243K -$8.09K -100 -3%
HH
868
Hilltop Holdings
Texas
$242K -$15.3K -189 -6%
KA
869
KLCM Advisors
Wisconsin
$242K
WANY
870
Wealthspire Advisors (New York)
New York
$242K +$235K +2,909 New
AIM
871
Avity Investment Management
Connecticut
$241K -$12.6M -155,105 -98%
ACM
872
AUA Capital Management
Pennsylvania
$241K
NIM
873
NuWave Investment Management
New Jersey
$241K +$227K +2,809 +3,087%
RA
874
RFG Advisory
Alabama
$241K +$234K +2,896 New
SAM
875
Smithbridge Asset Management
Pennsylvania
$240K

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.