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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
Capstone Investment Advisors
1001
Capstone Investment Advisors
New York
$43K -$40.9K -537 -50%
PW
1002
Price Wealth
Texas
$42K
SFG
1003
SevenBridge Financial Group
Pennsylvania
$42K
FIB
1004
First Interstate Bank
Montana
$40K -$3.05K -40 -7%
NSIM
1005
North Star Investment Management
Illinois
$40K
WAP
1006
Wealthcare Advisory Partners
Pennsylvania
$40K
PWM
1007
PRW Wealth Management
Massachusetts
$40K +$32.5K +426 +533%
LFA
1008
Legacy Financial Advisors
Kentucky
$39K +$2.44K +32 +7%
SIAS
1009
Shine Investment Advisory Services
Colorado
$35K
AIC
1010
Ameritas Investment Company
Nebraska
$33K -$637K -8,350 -95%
MPWT
1011
MassMutual Private Wealth & Trust
Connecticut
$32.4K -$11.7K -154 -28%
SNT
1012
Security National Trust
West Virginia
$32K -$40K -525 -57%
HCM
1013
Horrell Capital Management
Arkansas
$32K
PCMK
1014
Paragon Capital Management (Kansas)
Kansas
$32K +$30.5K +400 New
IP
1015
Intellectus Partners
California
$31K
KTC
1016
Kistler-Tiffany Companies
Pennsylvania
$31K
CCM
1017
Cribstone Capital Management
Maine
$31K +$991 +13 +4%
AIA
1018
Alera Investment Advisors
Illinois
$31K +$13.3K +174 +83%
ACS
1019
Archford Capital Strategies
Illinois
$29K
ADL
1020
Asset Dedication LLC
California
$28K
HWA
1021
Heritage Wealth Advisors
Virginia
$27.4K
THWM
1022
Taylor Hoffman Wealth Management
Virginia
$27K
ONST
1023
Old North State Trust
North Carolina
$26K +$5.34K +70 +27%
DWM
1024
Destination Wealth Management
California
$26K +$12.4K +162 +103%
FC
1025
Ferris Capital
Massachusetts
$25K -$3.89K -51 -14%

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.