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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
MA
876
MANA Advisors
New York
$233K +$221K +2,895 New
S
877
SignatureFD
Georgia
$232K -$22.9K -300 -9%
WEC
878
Winslow Evans & Crocker
Massachusetts
$232K +$3.05K +40 +1%
SAM
879
Smithbridge Asset Management
Pennsylvania
$232K +$220K +2,882 New
HFBOT
880
Home Federal Bank of Tennessee
Tennessee
$227K -$9.99K -131 -4%
CT
881
Cambridge Trust
Massachusetts
$227K +$216K +2,829 New
PPP
882
Private Portfolio Partners
New Jersey
$226K +$214K +2,801 New
YIA
883
YHB Investment Advisors
Connecticut
$223K -$13.8K -181 -6%
CA
884
Calton & Associates
Florida
$222K +$210K +2,759 New
WG
885
Winton Group
United Kingdom
$222K +$211K +2,761 New
CEP
886
Chicago Equity Partners
Illinois
$221K +$209K +2,740 New
LB
887
Landmark Bank
Missouri
$221K +$209K +2,742 New
SIC
888
Shoker Investment Counsel
Ohio
$221K +$210K +2,751 New
WIP
889
Wellesley Investment Partners
Massachusetts
$219K -$57.6K -756 -22%
JCM
890
Jacobi Capital Management
Pennsylvania
$219K
OIWM
891
OptiFour Integrated Wealth Management
Virginia
$219K +$207K +2,720 New
SHCM
892
Stokes & Hubbell Capital Management
Louisiana
$218K +$206K +2,705 New
BJL
893
Brighton Jones LLC
Washington
$218K +$206K +2,708 New
KTA
894
Keeley-Teton Advisors
Illinois
$217K +$206K +2,699 New
GI
895
GAMCO Investors
Connecticut
$216K +$204K +2,680 New
RMCM
896
Reynders McVeigh Capital Management
Massachusetts
$216K +$205K +2,687 New
BOTW
897
Bank of the West
California
$215K +$203K +2,668 New
LFAS
898
Level Four Advisory Services
Texas
$214K -$219K -2,877 -52%
Parallax Volatility Advisers
899
Parallax Volatility Advisers
California
$214K -$154K -2,017 -43%
LW
900
Linscomb Wealth
Texas
$214K +$203K +2,658 New

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.