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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
HCA
926
Horan Capital Advisors
Ohio
$169K +$160K +2,100 New
IA
927
IFP Advisors
Florida
$166K -$402K -5,275 -72%
CAM
928
Columbia Asset Management
Michigan
$166K
ARMT
929
Amica Retiree Medical Trust
Rhode Island
$165K
CCM
930
Covington Capital Management
California
$161K
SMG
931
Spectrum Management Group
Indiana
$161K
LHC
932
Little House Capital
Massachusetts
$151K +$143K +1,880 New
LWCFA
933
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$145K -$34.2K -449 -20%
PCM
934
Penserra Capital Management
California
$138K +$92K +1,206 +232%
AssetMark Inc
935
AssetMark Inc
California
$136K +$12.7K +166 +11%
FWM
936
Focused Wealth Management
New York
$133K
VFA
937
Valeo Financial Advisors
Indiana
$129K -$6.94K -91 -5%
JIP
938
JBJ Investment Partners
South Carolina
$129K +$122K +1,601 New
RA
939
Rational Advisors
New York
$128K -$23K -302 -16%
RE
940
RBC Europe
United Kingdom
$124K -$3.81K -50 -3%
SSB
941
Sandy Spring Bank
Maryland
$124K
ZB
942
Zions Bancorporation
Utah
$123K -$1.52K -20 -1%
IBOK
943
Independence Bank of Kentucky
Kentucky
$112K
OC
944
Oakworth Capital
Alabama
$111K
First Manhattan
945
First Manhattan
New York
$111K +$12.4K +162 +13%
DBT
946
Dubuque Bank & Trust
Iowa
$110K
CFG
947
Citizens Financial Group
Rhode Island
$110K +$4.58K +60 +5%
PCIA
948
Prime Capital Investment Advisors
Kansas
$110K +$58.1K +762 +127%
HDIM
949
Hanson & Doremus Investment Management
Vermont
$109K +$29.3K +384 +40%
PCM
950
Prelude Capital Management
New York
$107K +$102K +1,334 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.