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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
LFG
1076
Larson Financial Group
Missouri
$6K
MAM
1077
Marquette Asset Management
Minnesota
$6K +$5.95K +78 New
SWA
1078
Sutton Wealth Advisors
Florida
$5.64K +$1.37K +18 +35%
SCM
1079
Shelton Capital Management
Colorado
$5.25K -$368K -4,826 -92%
SIS
1080
Sound Income Strategies
Florida
$5K -$52.4K -687 -91%
TWA
1081
TCI Wealth Advisors
Arizona
$5K -$1.75K -23 -28%
OFW
1082
Omnia Family Wealth
Florida
$5K
NMC
1083
Nine Masts Capital
Hong Kong
$5K +$4.58K +60 New
TIM
1084
Tortoise Investment Management
New York
$5K +$5.18K +68 New
BFG
1085
Beacon Financial Group
Texas
$4.83K -$189K -2,477 -4%
FPFS
1086
First Personal Financial Services
North Carolina
$4K -$1.6K -21 -28%
GWS
1087
Glassman Wealth Services
Virginia
$4K +$1.68K +22 +81%
LWA
1088
Lenox Wealth Advisors
New York
$4K +$3.35K +44 New
GSWM
1089
Golden State Wealth Management
California
$4K +$4.04K +53 New
WCG
1090
Weaver Consulting Group
California
$4K +$4.12K +54 New
AF
1091
Allworth Financial
California
$3K -$1.37K -18 -34%
CA
1092
Centerpoint Advisors
Massachusetts
$3K
TA
1093
TCG Advisors
Texas
$3K +$2.52K +33 New
PFGIA
1094
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.82K +37 New
WAS
1095
Winch Advisory Services
Wisconsin
$3K +$2.9K +38 New
GEA
1096
Glen Eagle Advisors
New Jersey
$2.24K
PGAM
1097
Princeton Global Asset Management
New Jersey
$2K -$350K -4,591 -99%
1NWS
1098
1 North Wealth Services
Maryland
$2K
FANJ
1099
Financial Architects (New Jersey)
New Jersey
$2K
GWMIA
1100
Global Wealth Management Investment Advisory
Florida
$2K +$763 +10 +59%

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.