Eaton
ETN
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.
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: 1,107 → 1,104 (-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: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$254M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$123M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$103M |
| 4 |
JP Morgan Chase
New York
|
+$71.7M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$65.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$78.6M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$75.3M |
| 3 |
EIP
Easterly Investment Partners
Beverly,
Massachusetts
|
-$59.6M |
| 4 |
Renaissance Technologies
New York
|
-$59.5M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$59.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFW
1176
Omnia Family Wealth
Aventura,
Florida
| – | -$5K | -65 | Closed |
|
|
NMC
1177
Nine Masts Capital
Central,
Hong Kong
| – | -$4.86K | -60 | Closed |
|
|
LWA
1178
Lenox Wealth Advisors
New York
| – | -$4K | -44 | Closed |
|
|
PGAM
1179
Princeton Global Asset Management
Princeton,
New Jersey
| – | -$2K | -30 | Closed |
|
|
BMM
1180
Buffington Mohr McNeal
Boise,
Idaho
| – | -$2K | -21 | Closed |
|
|
LWA
1181
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$1K | -17 | Closed |
|
|
BCMIO
1182
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | +$81 | +1 | New |
|
1183
Fidelity International
Hamilton,
Bermuda
| – | +$81 | +1 | +50% |
|
|
OSAM
1184
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$81 | +1 | New |
|
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.