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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
FIM
126
Foresters Investment Management
New York
$23.3M -$749K -9,250 -3%
SGAM
127
Smith Group Asset Management
Texas
$22.9M -$1.89M -23,321 -8%
Millennium Management
128
Millennium Management
New York
$22.8M +$1.1M +13,562 +5%
WIC
129
Willis Investment Counsel
Georgia
$22.7M +$2.9M +35,864 +15%
MAA
130
Matrix Asset Advisors
New York
$22.6M -$1.62M -20,033 -7%
ACI
131
AMP Capital Investors
Australia
$22.3M -$113K -1,400 -0.5%
ACA
132
Anchor Capital Advisors
Massachusetts
$22.2M +$2.46M +30,377 +13%
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$22M -$705K -8,710 -3%
GIA
134
Guyasuta Investment Advisors
Pennsylvania
$21.5M +$434K +5,363 +2%
MSE
135
MUFG Securities EMEA
United Kingdom
$21.4M +$1.41M +17,441 +7%
SCCM
136
Schafer Cullen Capital Management
New York
$21.2M -$366K -4,520 -2%
CFB
137
Cullen/Frost Bankers
Texas
$20.7M -$283K -3,493 -1%
Lord, Abbett & Co
138
Lord, Abbett & Co
New Jersey
$20.4M -$20.8M -256,500 -51%
ACM
139
Argent Capital Management
Missouri
$20.2M -$1.16M -14,365 -6%
QI
140
QS Investors
New York
$20.1M -$804K -9,932 -4%
LCS
141
Levin Capital Strategies
New York
$20.1M +$820K +10,129 +4%
UCFA
142
United Capital Financial Advisors
Texas
$19M +$346K +4,280 +2%
DRZID
143
DePrince Race & Zollo Inc (DRZ)
Florida
$18.9M -$155K -1,910 -0.8%
MSV
144
MN Services Vermogensbeheer
Netherlands
$18.2M -$1.89M -23,300 -10%
CIP
145
Cornerstone Investment Partners
Georgia
$17.7M +$16.4M +202,470 +2,115%
ACI
146
Alpha Cubed Investments
California
$17.5M -$476K -5,886 -3%
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$17.1M -$18.2M -224,364 -52%
GF
148
Gabelli Funds
New York
$17M
DDPIC
149
Deroy & Devereaux Private Investment Counsel
Michigan
$16.9M -$281K -3,468 -2%
AIG
150
American International Group
New York
$16.9M -$169K -2,093 -1%

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.