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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
WAS
1051
Winch Advisory Services
Wisconsin
$16K +$12.1K +150 +395%
TPWA
1052
TRUE Private Wealth Advisors
Oregon
$16K +$16.2K +200 New
TF
1053
TimeScale Financial
Massachusetts
$15K +$14.6K +180 New
IAS
1054
IMA Advisory Services
Colorado
$14K
BWM
1055
Baystate Wealth Management
Massachusetts
$13K +$81 +1 +0.7%
TFA
1056
Transamerica Financial Advisors
Florida
$13K +$11.8K +146 New
MF
1057
Manchester Financial
California
$13K +$12.9K +160 New
NCM
1058
New Capital Management
Texas
$12K
BWP
1059
Baldwin Wealth Partners
Massachusetts
$11K
FEG
1060
Financial Enhancement Group
Indiana
$10K
TFO
1061
Tarbox Family Office
California
$10K +$1.78K +22 +22%
TSW
1062
Thompson Siegel & Walmsley
Virginia
$9K
VCM
1063
Versant Capital Management
Arizona
$8K -$8.58K -106 -50%
ATC
1064
Adirondack Trust Company
New York
$8K
LWM
1065
Liberty Wealth Management
California
$8K
PFSC
1066
Peoples Financial Services Corp
Pennsylvania
$8K
TL
1067
TrueWealth LLC
Georgia
$8K
EWA
1068
Evolution Wealth Advisors
Florida
$8K +$7.45K +92 New
FRA
1069
Front Row Advisors
California
$7K
TWA
1070
TCI Wealth Advisors
Arizona
$7K +$2.43K +30 +50%
TA
1071
TCG Advisors
Texas
$7K +$3.97K +49 +148%
GC
1072
Globeflex Capital
California
$7K +$6.47K +80 New
SNT
1073
Security National Trust
West Virginia
$6K -$26.7K -330 -83%
EWM
1074
Executive Wealth Management
Michigan
$6K
LFG
1075
Larson Financial Group
Missouri
$6K

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.