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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
CEP
876
Chicago Equity Partners
Illinois
$240K +$11.7K +145 +5%
CAM
877
Cresset Asset Management
Illinois
$239K -$32.7K -404 -12%
BCI
878
Brinker Capital Investments
Pennsylvania
$239K -$3.72K -46 -2%
WEC
879
Winslow Evans & Crocker
Massachusetts
$238K -$3.24K -40 -1%
S
880
SignatureFD
Georgia
$238K -$1.7K -21 -0.7%
HI
881
Horizon Investments
North Carolina
$238K +$231K +2,854 New
CPC
882
Congress Park Capital
New York
$237K -$8.98K -111 -4%
DIM
883
Delta Investment Management
California
$237K +$231K +2,856 New
CHP
884
Cable Hill Partners
Oregon
$235K -$58.1K -718 -20%
HFBOT
885
Home Federal Bank of Tennessee
Tennessee
$235K
EWM
886
Evercore Wealth Management
New York
$234K +$228K +2,813 New
KCM
887
Kornitzer Capital Management
Kansas
$232K +$21.9K +270 +11%
YIA
888
YHB Investment Advisors
Connecticut
$231K
SC
889
SouthState Corp
Florida
$229K -$44.3K -547 -17%
SIC
890
Shoker Investment Counsel
Ohio
$229K
CA
891
Calton & Associates
Florida
$228K -$1.29K -16 -0.6%
SRAM
892
Stone Ridge Asset Management
New York
$227K -$8.04M -99,300 -97%
OIWM
893
OptiFour Integrated Wealth Management
Virginia
$227K
KTA
894
Keeley-Teton Advisors
Illinois
$227K +$1.78K +22 +0.8%
AWM
895
Altavista Wealth Management
North Carolina
$227K +$220K +2,722 New
MPIA
896
Mountain Pacific Investment Advisers
Idaho
$226K +$219K +2,711 New
LFAS
897
Level Four Advisory Services
Texas
$225K +$3.88K +48 +2%
SSG
898
Summit Securities Group
New York
$225K +$219K +2,700 New
ED
899
Exane Derivatives
France
$223K -$4.76M -58,786 -96%
WTB
900
Washington Trust Bank
Washington
$223K -$26.1K -322 -11%

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.