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1,016 hedge funds and large institutions have $22.6B invested in Eaton in 2018 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 318 increasing their positions, 419 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $157M | Put options by funds: $139M

2.53% less ownership

Funds ownership: 79.24%76.71% (-2.5%)

3% less funds holding

Funds holding: 1,0441,016 (-28)

13% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 137

24% less capital invested

Capital invested by funds: $29.7B → $22.6B (-$7.13B)

24% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 419

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
1,016
Holders Change
-28
Holders Change %
-2.68%
% of All Funds
22.64%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.22%
New
119
Increased
318
Reduced
419
Closed
137
Calls
$157M
Puts
$139M
Net Calls
+$18.1M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
1051
Forward Management
California
-$887K -10,229 Closed
SEC
1052
Seven Eight Capital
New York
-$884K -10,198 Closed
VCM
1053
Virtue Capital Management
Tennessee
-$874K -10,076 Closed
AIM
1054
Assured Investment Management
New York
-$761K -8,769 Closed
ACA
1055
Ackerman Capital Advisors
Texas
-$694K -8,000 Closed
CAS
1056
Cue Advisory Services
Arizona
-$690K -7,959 Closed
DWM
1057
Darwin Wealth Management
Florida
-$560K -6,451 Closed
Tudor Investment Corp
1058
Tudor Investment Corp
Connecticut
-$494K -5,694 Closed
MIFH
1059
Migdal Insurance & Financial Holdings
Israel
-$476K -5,485 Closed
JIP
1060
Jaffetilchin Investment Partners
Florida
-$451K -5,197 Closed
NERM
1061
New England Research & Management
Illinois
-$444K -5,125 Closed
BRA
1062
Blue Rock Advisors
Minnesota
-$443K -5,106 Closed
CEP
1063
Chicago Equity Partners
Illinois
-$440K -5,075 Closed
LP
1064
LMR Partners
United Kingdom
-$439K -5,060 Closed
CM
1065
Churchill Management
California
-$407K -4,693 Closed
WP
1066
WMS Partners
Maryland
-$353K -4,066 Closed
FAIM
1067
Financial Advocates Investment Management
Washington
-$346K -3,985 Closed
FA
1068
FDx Advisors
Illinois
-$342K -3,943 Closed
CA
1069
Calton & Associates
Florida
-$337K -3,882 Closed
LS
1070
Livforsakringsbolaget Skandia
Sweden
-$333K -3,839 Closed
WG
1071
Winton Group
United Kingdom
-$325K -3,745 Closed
HA
1072
Hays Advisory
Tennessee
-$297K -3,428 Closed
RIM
1073
Redwood Investment Management
Arizona
-$296K -3,409 Closed
FAM
1074
Fenimore Asset Management
New York
-$276K -3,188 Closed
SIC
1075
Shoker Investment Counsel
Ohio
-$273K -3,158 Closed

ETN Hedge Fund Activity: Q4 2018 in Review

1,016 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2018, worth a combined $22.6B — down 24% from $29.7B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of ETN and 119 opened new positions — a net loss of 18 holders — while 419 trimmed existing stakes and 318 added.

The largest buyer was BlackRock, adding an estimated $146M. The largest seller was JP Morgan Chase, cutting an estimated $444M.

  • 1,016 institutional investors held Eaton (ETN) as of Q4 2018, down from 1,044 in Q3 2018.
  • Funds reported $22.6B of Eaton stock for Q4 2018, down 24% quarter-over-quarter.
  • 119 funds opened new Eaton positions in Q4 2018 and 137 closed out, a net change of -18 holders.
  • The largest Eaton buyer in Q4 2018 was BlackRock, an estimated $146M added.
  • The largest Eaton seller in Q4 2018 was JP Morgan Chase, an estimated $444M sold.

Based on aggregated 13F filings for Q4 2018.