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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
OPERF
201
Oregon Public Employees Retirement Fund
Oregon
$11.5M +$111K +1,453 +1%
Nordea Investment Management
202
Nordea Investment Management
Sweden
$11.4M -$384K -5,031 -3%
MNG
203
Manning & Napier Group
New York
$11.4M +$2.26M +29,702 +27%
NA
204
Neuburgh Advisers
California
$11.4M +$5.86M +76,816 +120%
CBT
205
Capital Bank & Trust
California
$11.3M -$4.78M -62,725 -31%
LIC
206
Lodestar Investment Counsel
Illinois
$11.2M +$416K +5,460 +4%
SOADOR
207
State of Alaska Department of Revenue
Alaska
$10.5M -$261K -3,425 -3%
ASRS
208
Arizona State Retirement System
Arizona
$10.5M -$192K -2,517 -2%
KBC Group
209
KBC Group
Belgium
$10.4M -$3.44M -45,077 -26%
DA
210
Denali Advisors
California
$10.4M -$419K -5,500 -4%
FCI
211
Financial Counselors Inc
Kansas
$10.3M +$665K +8,718 +7%
SFI
212
Susquehanna Fundamental Investments
Pennsylvania
$10.3M +$8.86M +116,200 +1,047%
Commonwealth Equity Services
213
Commonwealth Equity Services
Massachusetts
$10.2M +$261K +3,419 +3%
Comerica Bank
214
Comerica Bank
Texas
$10.2M +$1.08M +14,225 +13%
NIMC
215
NWQ Investment Management Company
California
$10M -$639K -8,383 -6%
LPL Financial
216
LPL Financial
California
$10M +$113K +1,477 +1%
CIC
217
Crawford Investment Counsel
Georgia
$9.92M +$694K +9,100 +8%
MIM
218
MetLife Investment Management
New Jersey
$9.7M -$268K -3,518 -3%
SH
219
SeaTown Holdings
Singapore
$9.67M +$9.15M +120,000 New
SEI Investments
220
SEI Investments
Pennsylvania
$9.62M -$1.71M -22,367 -16%
AL
221
AJO LP
Pennsylvania
$9.61M +$9.1M +119,308 New
TCM
222
Twin Capital Management
Pennsylvania
$9.56M +$74K +970 +0.8%
BNP Paribas Asset Management
223
BNP Paribas Asset Management
France
$9.27M -$389K -5,097 -4%
JMPWA
224
JP Morgan Private Wealth Advisors
California
$9.26M +$4.74M +62,224 +118%
BCIM
225
British Columbia Investment Management
British Columbia, Canada
$9.25M -$2.6M -34,112 -23%

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.