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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
PCIA
1151
Prime Capital Investment Advisors
Kansas
-$110K -1,360 Closed
MNBTD
1152
Moody National Bank Trust Division
Texas
-$103K -1,277 Closed
KPW
1153
Kore Private Wealth
New York
-$62K -770 Closed
IWP
1154
Icon Wealth Partners
Texas
-$57K -710 Closed
SQA
1155
Simon Quick Advisors
New Jersey
-$56K -700 Closed
PCA
1156
Peddock Capital Advisors
Massachusetts
-$54K -672 Closed
PWM
1157
PRW Wealth Management
Massachusetts
-$40K -506 Closed
NSIM
1158
North Star Investment Management
Illinois
-$40K -500 Closed
LFA
1159
Legacy Financial Advisors
Kentucky
-$39K -486 Closed
AIC
1160
Ameritas Investment Company
Nebraska
-$33K -405 Closed
IP
1161
Intellectus Partners
California
-$31K -389 Closed
AIA
1162
Alera Investment Advisors
Illinois
-$31K -384 Closed
FC
1163
Ferris Capital
Massachusetts
-$25K -315 Closed
LWM
1164
Lenox Wealth Management
Ohio
-$24K -300 Closed
WAS
1165
WESPAC Advisors SoCal
California
-$24K -300 Closed
CFA
1166
Camarda Financial Advisors
Florida
-$18K -218 Closed
AWP
1167
Ascent Wealth Partners
New York
-$16K -200 Closed
MFW
1168
Mosaic Family Wealth
Missouri
-$15K -191 Closed
ST
1169
Somerset Trust
Pennsylvania
-$15K -188 Closed
BBNA
1170
Bremer Bank National Association
Minnesota
-$14K -170 Closed
MSA
1171
Marino Stram & Associates
Massachusetts
-$13K -160 Closed
RWML
1172
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
-$11.4K -141 Closed
AA
1173
Advisory Alpha
Michigan
-$8.5K -105 Closed
OWA
1174
One Wealth Advisors
California
-$7K -89 Closed
MAM
1175
Marquette Asset Management
Minnesota
-$6K -78 Closed

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.