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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
TIM
1076
Tortoise Investment Management
New York
$6K
GWS
1077
Glassman Wealth Services
Virginia
$6K +$2.27K +28 +57%
KCPG
1078
Kavar Capital Partners Group
Kansas
$5K +$4.61K +57 New
NCM
1079
Next Capital Management
New York
$5K +$5.1K +63 New
PHK
1080
Point72 Hong Kong
Hong Kong
$5K +$5.26K +65 New
SWA
1081
Sutton Wealth Advisors
Florida
$4.33K -$1.46K -18 -26%
SIS
1082
Sound Income Strategies
Florida
$4K -$1.62K -20 -31%
GSWM
1083
Golden State Wealth Management
California
$4K
WCG
1084
Weaver Consulting Group
California
$4K
FBT
1085
First Bank & Trust
South Dakota
$4K +$3.56K +44 New
WPA
1086
West Paces Advisors
Georgia
$3.33K -$58.3K -720 -95%
SFA
1087
Semmax Financial Advisors
North Carolina
$3K -$16.7K -206 -86%
AF
1088
Allworth Financial
California
$3K
CA
1089
Centerpoint Advisors
Massachusetts
$3K
LF
1090
Lee Financial
Texas
$3K
GEA
1091
Glen Eagle Advisors
New Jersey
$2.34K
FANJ
1092
Financial Architects (New Jersey)
New Jersey
$2K
MWC
1093
MKD Wealth Coaches
Michigan
$2K
HS
1094
Horan Securities
United States
$2K +$1.94K +24 New
GWMIA
1095
Global Wealth Management Investment Advisory
Florida
$1K -$809 -10 -37%
NSB
1096
Norway Savings Bank
Maine
$1K
NR
1097
Newfound Research
Massachusetts
$1K +$243 +3 +21%
BL
1098
Balentine LLC
Georgia
$1K +$1.13K +14 New
JCM
1099
Julex Capital Management
Massachusetts
$1K +$1.21K +15 New
BRWM
1100
B. Riley Wealth Management
Tennessee
$440 +$1.38K +17 +0.3%

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.