We are live on ! Find out more

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
SWA
926
Stratos Wealth Advisors
Ohio
$204K +$199K +2,454 New
BOTW
927
Bank of the West
California
$202K -$19.5K -241 -9%
ACG
928
Allen Capital Group
Nebraska
$202K +$197K +2,428 New
SIG
929
Schaller Investment Group
North Carolina
$202K +$197K +2,431 New
Acadian Asset Management
930
Acadian Asset Management
Massachusetts
$194K +$189K +2,334 New
BAM
931
Belpointe Asset Management
Nevada
$191K -$68.7K -849 -27%
SBL
932
Sargent Bickham Lagudis
Colorado
$179K -$14.5K -179 -8%
VCM
933
Vigilant Capital Management
Maine
$178K
QCG
934
Quadrant Capital Group
Ohio
$176K +$100K +1,240 +127%
HCA
935
Horan Capital Advisors
Ohio
$175K
SMG
936
Spectrum Management Group
Indiana
$167K
CCM
937
Covington Capital Management
California
$166K
BS
938
Bessemer Securities
New York
$162K +$158K +1,950 New
CLOS
939
Compagnie Lombard Odier SCmA
Switzerland
$155K -$129K -1,589 -46%
HDIM
940
Hanson & Doremus Investment Management
Vermont
$153K +$39.4K +487 +36%
ARMT
941
Amica Retiree Medical Trust
Rhode Island
$150K -$20K -247 -12%
BFEC
942
Benjamin F. Edwards & Company
Missouri
$145K +$61.1K +755 +76%
FPS
943
Fieldpoint Private Securities
Connecticut
$141K -$48.6K -600 -26%
AssetMark Inc
944
AssetMark Inc
California
$139K -$1.86K -23 -1%
LWCFA
945
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138K -$11.7K -145 -8%
CG
946
Cutler Group
California
$135K +$131K +1,624 New
MIFH
947
Migdal Insurance & Financial Holdings
Israel
$132K +$34.2K +422 +36%
Nomura Holdings
948
Nomura Holdings
Japan
$131K +$127K +1,572 New
RE
949
RBC Europe
United Kingdom
$129K
OC
950
Oakworth Capital
Alabama
$127K +$12K +148 +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.