We are live on ! Find out more

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
TA
976
Thor Advisors
New York
$70K +$66.5K +872 New
PCP
977
Proficio Capital Partners
Massachusetts
$66K -$763 -10 -1%
CB
978
CNB Bank
Pennsylvania
$66K
CB
979
Community Bank
New York
$62K -$38K -499 -39%
BFC
980
Bedel Financial Consulting
Indiana
$62K
KPW
981
Kore Private Wealth
New York
$62K +$51.1K +670 +670%
WPA
982
West Paces Advisors
Georgia
$61.2K
CAL
983
Capital Advisors Ltd
Ohio
$59K
FHA
984
Flagship Harbor Advisors
Massachusetts
$59K +$4.58K +60 +9%
BDWM
985
Brewin Dolphin Wealth Management
Ireland
$58.4K
GT
986
Glenmede Trust
Pennsylvania
$57K -$5.19M -68,109 -9%
IWP
987
Icon Wealth Partners
Texas
$57K +$54.1K +710 New
PWMG
988
Prestige Wealth Management Group
New Jersey
$56K -$9.61K -126 -15%
SQA
989
Simon Quick Advisors
New Jersey
$56K
AIS
990
Accurate Investment Solutions
Pennsylvania
$56K +$153 +2 +0.3%
PCA
991
Peddock Capital Advisors
Massachusetts
$54K
AW
992
Alpha Windward
Massachusetts
$53K
GCM
993
Gables Capital Management
Florida
$52K
CAC
994
Certified Advisory Corp
Florida
$49K
CI
995
CX Institutional
Indiana
$48K +$7.55K +99 +20%
GI
996
Gradient Investments
Minnesota
$46K -$48.7K -639 -53%
BCA
997
Berman Capital Advisors
Georgia
$46K +$7.85K +103 +21%
BHWM
998
Bay Harbor Wealth Management
Maryland
$46K +$43.4K +569 New
DOA
999
D'Orazio & Associates
Virginia
$45K
KLWA
1000
Kelly Lawrence W & Associates
California
$43K -$145K -1,900 -78%

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.