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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
SG Americas Securities
201
SG Americas Securities
New York
$11.5M -$42.8M -528,917 -79%
LPL Financial
202
LPL Financial
California
$11.3M +$919K +11,352 +9%
Mackenzie Financial
203
Mackenzie Financial
Ontario, Canada
$11.1M -$2.93M -36,181 -21%
SOADOR
204
State of Alaska Department of Revenue
Alaska
$11M +$97.8K +1,208 +0.9%
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$10.9M +$310K +3,832 +3%
ASRS
206
Arizona State Retirement System
Arizona
$10.8M -$55.3K -683 -0.5%
FCI
207
Financial Counselors Inc
Kansas
$10.7M +$86.8K +1,073 +0.8%
GHCM
208
Glen Harbor Capital Management
California
$10.6M -$5.35M -66,066 -34%
SFI
209
Susquehanna Fundamental Investments
Pennsylvania
$10.6M
CIC
210
Crawford Investment Counsel
Georgia
$10.5M +$279K +3,445 +3%
AL
211
AJO LP
Pennsylvania
$10.5M +$551K +6,803 +6%
SEI Investments
212
SEI Investments
Pennsylvania
$10.4M +$419K +5,181 +4%
SIA
213
Sit Investment Associates
Minnesota
$10.4M +$10.1M +124,725 New
FBP
214
Flippin Bruce & Porter
Virginia
$10.2M -$2.82M -34,838 -22%
BC
215
Brookfield Corp
Ontario, Canada
$10.1M +$5.68M +70,214 +138%
Comerica Bank
216
Comerica Bank
Texas
$10.1M +$268K +3,308 +3%
KBC Group
217
KBC Group
Belgium
$9.91M -$864K -10,678 -8%
SCP
218
Sandhill Capital Partners
New York
$9.86M -$5.74M -70,947 -37%
State of Tennessee, Department of Treasury
219
State of Tennessee, Department of Treasury
Tennessee
$9.79M -$16.3M -201,488 -63%
MIM
220
MetLife Investment Management
New Jersey
$9.71M -$308K -3,808 -3%
BNP Paribas Asset Management
221
BNP Paribas Asset Management
France
$9.65M +$61.9K +765 +0.7%
Mirae Asset Global Investments
222
Mirae Asset Global Investments
South Korea
$9.31M +$520K +6,430 +6%
JMPWA
223
JP Morgan Private Wealth Advisors
California
$9.21M -$353K -4,358 -4%
VanEck Associates
224
VanEck Associates
New York
$9.21M +$827K +10,214 +10%
Kovitz Investment Group Partners
225
Kovitz Investment Group Partners
Illinois
$9.14M -$304K -3,757 -3%

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.