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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
BMM
1101
Buffington Mohr McNeal
Idaho
$2K +$1.6K +21 New
MWC
1102
MKD Wealth Coaches
Michigan
$2K +$1.68K +22 New
LF
1103
Lee Financial
Texas
$2K +$2.36K +31 New
NSB
1104
Norway Savings Bank
Maine
$1K
NR
1105
Newfound Research
Massachusetts
$1K +$76 +1 +8%
LWA
1106
Lowe Wealth Advisors
Maryland
$1K +$1.3K +17 New
Skandinaviska Enskilda Banken (SEB)
1107
Skandinaviska Enskilda Banken (SEB)
Sweden
-$71.4M -1,039,292 Closed
Alyeska Investment Group
1108
Alyeska Investment Group
Illinois
-$41.4M -603,192 Closed
VRS
1109
Virginia Retirement Systems
Virginia
-$12.8M -186,700 Closed
DA
1110
Duality Advisers
Florida
-$8.31M -121,070 Closed
SAM
1111
Scopus Asset Management
New York
-$7.99M -116,360 Closed
ACPU
1112
Arrowgrass Capital Partners (US)
Delaware
-$6.87M -100,000 Closed
WBC
1113
Westpac Banking Corp
Australia
-$6.38M -92,966 Closed
B
1114
BP
United Kingdom
-$3.09M -45,000 Closed
QGA
1115
Q Global Advisors
Texas
-$2.85M -41,548 Closed
CG
1116
Cutler Group
California
-$2.91M -38,169 Closed
GIA
1117
Gargoyle Investment Advisor
New Jersey
-$2.4M -34,923 Closed
BHC
1118
Bowen Hanes & Co
Florida
-$1.09M -15,900 Closed
CIM
1119
Corbyn Investment Management
Maryland
-$960K -13,976 Closed
TSS
1120
Two Sigma Securities
New York
-$1.02M -13,337 Closed
APFBOT
1121
Amica Pension Fund Board of Trustees
Rhode Island
-$915K -13,322 Closed
WB
1122
Wilks Brothers
Texas
-$893K -13,000 Closed
Walleye Trading
1123
Walleye Trading
New York
-$970K -12,720 Closed
MCM
1124
Mork Capital Management
California
-$865K -12,600 Closed
QC
1125
Quadrature Capital
United Kingdom
-$730K -10,632 Closed

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.