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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
ACS
1026
Archford Capital Strategies
Illinois
$26K -$3.08K -38 -11%
VRM
1027
Vectors Research Management
New York
$25K
AIM
1028
Arcadia Investment Management
Michigan
$25K +$24.3K +300 New
NL
1029
NKCFO LLC
Illinois
$24K
SMFS
1030
Squar Milner Financial Services
California
$24K
PFGIA
1031
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$20.3K +251 +678%
POIA
1032
Pin Oak Investment Advisors
Texas
$23K
CJA
1033
C-J Advisory
California
$22K
QAM
1034
QCI Asset Management
New York
$21K
TF
1035
Tompkins Financial
New York
$21K
FMII
1036
Farmers & Merchants Investments Inc
Nebraska
$21K +$1.05K +13 +6%
SAM
1037
Shamrock Asset Management
Texas
$20K
FPFS
1038
First Personal Financial Services
North Carolina
$20K +$15.5K +192 +356%
PCM
1039
Prelude Capital Management
New York
$19K -$89.8K -1,110 -83%
LJHT
1040
Laurie J. Hall Trustee
$19K
PMFA
1041
Plante Moran Financial Advisors
Michigan
$19K
DWM
1042
Destination Wealth Management
California
$18K -$8.26K -102 -32%
EIM
1043
Essex Investment Management
Massachusetts
$18K
TCM
1044
Tradewinds Capital Management
Washington
$18K
MPWT
1045
MassMutual Private Wealth & Trust
Connecticut
$17K -$16.2K -200 -50%
FGAM
1046
Financial Gravity Asset Management
Texas
$17K -$7.61K -94 -31%
FFC
1047
First Financial Corp
Indiana
$17K
JWM
1048
Janiczek Wealth Management
Colorado
$17K +$16.6K +205 New
EARNEST Partners
1049
EARNEST Partners
Georgia
$16K
JFA
1050
JNBA Financial Advisors
Minnesota
$16K +$8.09K +100 +111%

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.