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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
SCM
951
Silvant Capital Management
Georgia
$106K
MNBTD
952
Moody National Bank Trust Division
Texas
$103K +$4.58K +60 +5%
AF
953
Arrow Financial
New York
$101K
GLI
954
Guardian Life Insurance
New York
$99K
CAW
955
Cornerstone Advisors (Washington)
Washington
$99K +$9.53K +125 +11%
PB
956
Pinnacle Bancorp
Nebraska
$98K
YWP
957
YorkBridge Wealth Partners
New York
$96K -$35.8K -470 -28%
GRP
958
Global Retirement Partners
California
$96K +$10.8K +141 +13%
MIFH
959
Migdal Insurance & Financial Holdings
Israel
$95K +$90K +1,180 New
TFS
960
TrustCore Financial Services
Tennessee
$93K +$5.72K +75 +7%
FCA
961
FinTrust Capital Advisors
South Carolina
$92K
CQS
962
Credential Qtrade Securities
$91.6K +$10.4K +136 +14%
TC
963
Truvestments Capital
Florida
$85K +$80K +1,049 New
SFSIG
964
San Francisco Sentry Investment Group
California
$83K +$66.3K +870 +537%
RFA
965
Reilly Financial Advisors
California
$82K
APC
966
Aspire Private Capital
North Carolina
$82K +$78.1K +1,024 New
AIM
967
Advantage Investment Management
Iowa
$81K +$13K +171 +20%
BFEC
968
Benjamin F. Edwards & Company
Missouri
$80K -$20.4K -268 -21%
AC
969
Avestar Capital
New York
$80K +$58.4K +766 +295%
IFAM
970
Institutional & Family Asset Management
Colorado
$79K -$37.3K -489 -33%
QCG
971
Quadrant Capital Group
Ohio
$74K +$12.2K +160 +20%
CIAS
972
Capital Investment Advisory Services
North Carolina
$73K
LC
973
Lindbrook Capital
California
$73K
CTB
974
Country Trust Bank
Illinois
$73K +$5.79K +76 +9%
WB
975
Webster Bank
Connecticut
$72K

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.