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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
WI
151
WBI Investments
New Jersey
$18.3M +$17.3M +226,653 New
UCFA
152
United Capital Financial Advisors
Texas
$18M +$958K +12,565 +6%
FP
153
Foundry Partners
Minnesota
$17.8M +$80.1K +1,050 +0.5%
ACI
154
Alpha Cubed Investments
California
$17.4M +$706K +9,260 +4%
DDPIC
155
Deroy & Devereaux Private Investment Counsel
Michigan
$16.6M -$79.1K -1,037 -0.5%
GF
156
Gabelli Funds
New York
$16.5M -$183K -2,400 -1%
AIG
157
American International Group
New York
$16.5M +$1.64M +21,469 +12%
SB
158
Suntrust Banks
Georgia
$16.5M +$1.69M +22,126 +12%
Retirement Systems of Alabama
159
Retirement Systems of Alabama
Alabama
$15.9M -$196K -2,575 -1%
PA
160
Pinnacle Associates
New York
$15.7M -$582K -7,627 -4%
GHCM
161
Glen Harbor Capital Management
California
$15.6M +$8.05M +105,622 +120%
DekaBank Deutsche Girozentrale
162
DekaBank Deutsche Girozentrale
Germany
$15.6M -$5.96M -78,184 -30%
HighTower Advisors
163
HighTower Advisors
Illinois
$15.5M +$4.36M +57,122 +42%
SCP
164
Sandhill Capital Partners
New York
$15.2M +$597K +7,834 +4%
DIA
165
Dana Investment Advisors
Wisconsin
$15.2M +$14.4M +189,257 New
FWCM
166
Ferguson Wellman Capital Management
Oregon
$15M -$3.45M -45,255 -20%
STCG
167
Speece Thorson Capital Group
Minnesota
$15M -$1.54M -20,226 -10%
Nomura Asset Management
168
Nomura Asset Management
Japan
$15M -$3.6M -47,212 -20%
WT
169
Whittier Trust
California
$14.9M -$140K -1,842 -1%
BTS
170
BB&T Securities
Virginia
$14.9M +$18.8K +246 +0.1%
SLAM
171
Swiss Life Asset Management
$14.6M +$8.14M +106,697 +142%
Royal London Asset Management
172
Royal London Asset Management
United Kingdom
$14.5M -$507K -6,643 -4%
Squarepoint
173
Squarepoint
New York
$14.5M +$10.7M +140,902 +359%
M&T Bank
174
M&T Bank
New York
$14.5M -$24.4M -319,356 -64%
TAM
175
Trillium Asset Management
Massachusetts
$14.4M -$3.88M -50,914 -22%

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.