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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
JCM
101
Janney Capital Management
Pennsylvania
$31.5M -$921K -12,073 -3%
Prudential Financial
102
Prudential Financial
New Jersey
$31.4M -$8.63M -113,114 -22%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$31.4M -$758K -9,946 -2%
AG
104
Aperio Group
California
$31.4M -$273K -3,576 -0.9%
Canada Pension Plan Investment Board
105
Canada Pension Plan Investment Board
Ontario, Canada
$30.9M +$9.45M +123,960 +48%
Arrowstreet Capital
106
Arrowstreet Capital
Massachusetts
$30.7M +$17.6M +231,098 +154%
ORIO
107
Old Republic International (ORI)
Illinois
$30.5M
CB
108
Commerce Bank
Missouri
$29.8M +$2.56M +33,555 +10%
TD Asset Management
109
TD Asset Management
Ontario, Canada
$29.8M -$537K -7,042 -2%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$29.3M -$230K -3,013 -0.8%
OWP
111
Obermeyer Wealth Partners
Colorado
$28.4M +$64.1K +840 +0.2%
KeyBank National Association
112
KeyBank National Association
Ohio
$28.3M -$450K -5,902 -2%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$27.7M +$5.31M +69,625 +25%
US Bancorp
114
US Bancorp
Minnesota
$27.5M -$25.3K -332 -0.1%
Public Sector Pension Investment Board (PSP Investments)
115
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$27M -$15.2M -199,000 -37%
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$25.7M +$12.1M +158,715 +99%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$25.6M -$8.91M -116,909 -27%
SIC
118
Schwartz Investment Counsel
Michigan
$25.2M
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$25M +$321K +4,208 +1%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$24.8M +$2.19M +28,711 +10%
MCIM
121
Meadow Creek Investment Management
Georgia
$24.1M +$12.4M +163,234 +120%
SGAM
122
Smith Group Asset Management
Texas
$24.1M -$287K -3,769 -1%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$23.5M +$2.81M +36,830 +14%
GIA
124
Gateway Investment Advisers
Ohio
$23.5M -$137K -1,791 -0.6%
MAA
125
Matrix Asset Advisors
New York
$23.5M -$484K -6,349 -2%

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.