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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
MFG
901
Magnus Financial Group
New York
$213K +$201K +2,642 New
DIM
902
DC Investments Management
Virginia
$213K +$202K +2,644 New
HIM
903
Hotaling Investment Management
Pennsylvania
$213K +$202K +2,650 New
BWM
904
BigSur Wealth Management
Florida
$212K +$201K +2,636 New
RIG
905
Roosevelt Investment Group
New York
$210K -$74.7K -979 -27%
LC
906
Loews Corp
New York
$210K +$199K +2,610 New
WSCM
907
Wellington Shields Capital Management
New York
$210K +$199K +2,612 New
AG
908
Appleton Group
Wisconsin
$209K +$197K +2,589 New
GAM
909
GQ Asset Management
New York
$209K +$198K +2,594 New
JIC
910
Joel Isaacson & Co
New York
$208K -$40K -525 -17%
ESB
911
Essex Savings Bank
Connecticut
$207K +$7.63K +100 +4%
RCM
912
RB Capital Management
Nevada
$207K +$196K +2,567 New
SW
913
SlateStone Wealth
Florida
$207K +$196K +2,570 New
GJIC
914
Gamble Jones Investment Counsel
California
$207K +$196K +2,575 New
BGC
915
Beutel, Goodman & Co
Ontario, Canada
$206K
MCM
916
Murphy Capital Management
New Jersey
$205K +$194K +2,550 New
KWM
917
Kingsview Wealth Management
Oregon
$204K +$193K +2,528 New
BBHC
918
Brown Brothers Harriman & Co
New York
$202K +$137K +1,794 +250%
KCM
919
Kornitzer Capital Management
Kansas
$202K +$191K +2,511 New
SIM
920
SSI Investment Management
California
$201K +$190K +2,490 New
PFS
921
Prospera Financial Services
Texas
$200K +$182K +2,391 New
WF
922
WealthTrust Fairport
Ohio
$195K +$20.1K +263 +12%
SBL
923
Sargent Bickham Lagudis
Colorado
$188K -$28.1K -368 -14%
FPS
924
Fieldpoint Private Securities
Connecticut
$184K
VCM
925
Vigilant Capital Management
Maine
$172K

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.