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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
DOA
1001
D'Orazio & Associates
Virginia
$46K
CHC
1002
City Holding Co
West Virginia
$46K +$44.5K +550 New
AW
1003
Alpha Windward
Massachusetts
$44K -$9.87K -122 -18%
KLWA
1004
Kelly Lawrence W & Associates
California
$44K
PW
1005
Price Wealth
Texas
$44K
SFG
1006
SevenBridge Financial Group
Pennsylvania
$43K
HWA
1007
Heritage Wealth Advisors
Virginia
$42.1K +$13.4K +165 +49%
FIB
1008
First Interstate Bank
Montana
$41K
CTB
1009
Country Trust Bank
Illinois
$40K -$34.4K -425 -47%
SIAS
1010
Shine Investment Advisory Services
Colorado
$36K
EI
1011
Ellevest Inc
New York
$35K +$34.4K +425 New
HCM
1012
Horrell Capital Management
Arkansas
$33K
PCMK
1013
Paragon Capital Management (Kansas)
Kansas
$33K
RBC
1014
Roble Belko & Company
Pennsylvania
$33K +$809 +10 +3%
HIIFS
1015
Harel Insurance Investments & Financial Services
Israel
$33K +$32.4K +400 New
CCM
1016
Cribstone Capital Management
Maine
$32K
KTC
1017
Kistler-Tiffany Companies
Pennsylvania
$32K
FHA
1018
Flagship Harbor Advisors
Massachusetts
$31K -$29K -358 -48%
PCM
1019
Penserra Capital Management
California
$30K -$110K -1,354 -78%
ADL
1020
Asset Dedication LLC
California
$29K
THWM
1021
Taylor Hoffman Wealth Management
Virginia
$28K
H
1022
Hexavest
Quebec, Canada
$28K +$27K +333 New
KPCM
1023
Kings Point Capital Management
New York
$28K +$27.4K +338 New
ONST
1024
Old North State Trust
North Carolina
$27K
Capstone Investment Advisors
1025
Capstone Investment Advisors
New York
$26K -$17.7K -219 -41%

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.