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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
ST
1051
Somerset Trust
Pennsylvania
$15K +$14.3K +188 New
NFG
1052
Next Financial Group
Texas
$14K -$54.8K -719 -81%
BBNA
1053
Bremer Bank National Association
Minnesota
$14K +$13K +170 New
NFH
1054
NEXT Financial Holdings
Texas
$14K +$13.1K +172 New
BWM
1055
Baystate Wealth Management
Massachusetts
$13K -$12.7K -166 -52%
IAS
1056
IMA Advisory Services
Colorado
$13K
MSA
1057
Marino Stram & Associates
Massachusetts
$13K
NCM
1058
New Capital Management
Texas
$12K
RWML
1059
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$11.4K
BWP
1060
Baldwin Wealth Partners
Massachusetts
$11K
EDRH
1061
Edmond de Rothschild Holding
Switzerland
$10K -$64.1K -840 -88%
FEG
1062
Financial Enhancement Group
Indiana
$10K -$8.77K -115 -49%
CIA
1063
CSat Investment Advisory
Michigan
$9K -$610 -8 -7%
TSW
1064
Thompson Siegel & Walmsley
Virginia
$9K
AA
1065
Advisory Alpha
Michigan
$8.5K +$8.01K +105 New
ATC
1066
Adirondack Trust Company
New York
$8K
PFSC
1067
Peoples Financial Services Corp
Pennsylvania
$8K
TFO
1068
Tarbox Family Office
California
$8K
TL
1069
TrueWealth LLC
Georgia
$8K
NIM
1070
NuWave Investment Management
New Jersey
$7K -$87.7K -1,150 -93%
JFA
1071
JNBA Financial Advisors
Minnesota
$7K
LWM
1072
Liberty Wealth Management
California
$7K +$1.3K +17 +21%
FRA
1073
Front Row Advisors
California
$7K +$2.29K +30 +54%
OWA
1074
One Wealth Advisors
California
$7K +$6.79K +89 New
EWM
1075
Executive Wealth Management
Michigan
$6K -$2.06K -27 -26%

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.