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
FGAM
1026
Financial Gravity Asset Management
Texas
$25K +$23.2K +304 New
RBC
1027
Roble Belko & Company
Pennsylvania
$24K
VRM
1028
Vectors Research Management
New York
$24K
LWM
1029
Lenox Wealth Management
Ohio
$24K +$22.9K +300 New
WAS
1030
WESPAC Advisors SoCal
California
$24K +$22.9K +300 New
NL
1031
NKCFO LLC
Illinois
$23K
CJA
1032
C-J Advisory
California
$22K
SMFS
1033
Squar Milner Financial Services
California
$22K
POIA
1034
Pin Oak Investment Advisors
Texas
$22K +$10.4K +136 +95%
TF
1035
Tompkins Financial
New York
$21K
QAM
1036
QCI Asset Management
New York
$20K -$18.2K -239 -49%
SAM
1037
Shamrock Asset Management
Texas
$20K
ACA
1038
Anchor Capital Advisors
Massachusetts
$19K +$519K +6,802 +3%
LJHT
1039
Laurie J. Hall Trustee
$19K
FMII
1040
Farmers & Merchants Investments Inc
Nebraska
$19K +$1.68K +22 +10%
SFA
1041
Semmax Financial Advisors
North Carolina
$19K +$18.3K +240 New
EIM
1042
Essex Investment Management
Massachusetts
$18K
TCM
1043
Tradewinds Capital Management
Washington
$18K
CFA
1044
Camarda Financial Advisors
Florida
$18K +$16.6K +218 New
PMFA
1045
Plante Moran Financial Advisors
Michigan
$18K +$17.5K +229 New
VCM
1046
Versant Capital Management
Arizona
$17K +$1.91K +25 +13%
EARNEST Partners
1047
EARNEST Partners
Georgia
$16K
FFC
1048
First Financial Corp
Indiana
$16K
AWP
1049
Ascent Wealth Partners
New York
$16K +$15.3K +200 New
MFW
1050
Mosaic Family Wealth
Missouri
$15K +$4.12K +54 +39%

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.