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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
Cohen & Steers
901
Cohen & Steers
New York
$222K -$120K -1,486 -36%
DIM
902
DC Investments Management
Virginia
$220K
MFG
903
Magnus Financial Group
New York
$220K
LW
904
Linscomb Wealth
Texas
$219K -$2.75K -34 -1%
BWM
905
BigSur Wealth Management
Florida
$219K
BGC
906
Beutel, Goodman & Co
Ontario, Canada
$218K
WSCM
907
Wellington Shields Capital Management
New York
$218K
LC
908
Loews Corp
New York
$217K
RIG
909
Roosevelt Investment Group
New York
$217K
SCP
910
Syntal Capital Partners
Texas
$217K +$211K +2,609 New
AG
911
Appleton Group
Wisconsin
$216K
RCM
912
RB Capital Management
Nevada
$215K +$1.29K +16 +0.6%
GJIC
913
Gamble Jones Investment Counsel
California
$214K
HIM
914
Hotaling Investment Management
Pennsylvania
$213K -$7.45K -92 -3%
SIA
915
Strategic Investment Advisors
Michigan
$213K +$207K +2,557 New
FFG
916
Fortem Financial Group
California
$210K +$204K +2,520 New
IIC
917
Ironwood Investment Counsel
Arizona
$210K +$204K +2,523 New
SCA
918
Sippican Capital Advisors
Massachusetts
$209K -$70.4K -870 -26%
JCM
919
Jacobi Capital Management
Pennsylvania
$209K -$16.1K -199 -7%
RMCM
920
Reynders McVeigh Capital Management
Massachusetts
$209K -$14.3K -177 -7%
GAM
921
GQ Asset Management
New York
$209K
WDL
922
Well Done LLC
Michigan
$208K +$202K +2,492 New
LWAC
923
Laurel Wealth Advisors (California)
California
$208K +$202K +2,496 New
SIM
924
SSI Investment Management
California
$206K -$809 -10 -0.4%
BBHC
925
Brown Brothers Harriman & Co
New York
$204K -$4.61K -57 -2%

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.