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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.65B +$9.94M +130,375 +0.4%
BlackRock
2
BlackRock
New York
$2.43B -$77M -1,009,231 -3%
State Street
3
State Street
Massachusetts
$1.51B +$37.1M +486,511 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.4B -$223M -2,925,631 -14%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.31B +$140M +1,833,045 +13%
JP Morgan Chase
6
JP Morgan Chase
New York
$863M +$198M +2,600,235 +32%
Boston Partners
7
Boston Partners
Massachusetts
$827M +$227M +2,978,615 +41%
Norges Bank
8
Norges Bank
Norway
$644M +$27.1M +355,594 +5%
Bank of America
9
Bank of America
North Carolina
$589M +$62.1M +814,105 +13%
Northern Trust
10
Northern Trust
Illinois
$489M -$1.77M -23,198 -0.4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$466M -$67.4M -883,969 -13%
Lazard Asset Management
12
Lazard Asset Management
New York
$461M -$80M -1,049,476 -15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$450M +$10.4M +136,875 +3%
LSV Asset Management
14
LSV Asset Management
Illinois
$422M -$5.12M -67,182 -1%
Wells Fargo
15
Wells Fargo
California
$389M +$7M +91,805 +2%
Invesco
16
Invesco
Georgia
$366M +$5.15M +67,491 +2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$311M +$1.77M +23,262 +0.6%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$307M +$2.54M +33,317 +0.9%
Goldman Sachs
19
Goldman Sachs
New York
$302M -$76.9M -1,008,993 -21%
Morgan Stanley
20
Morgan Stanley
New York
$291M -$57.3M -751,802 -17%
Deutsche Bank
21
Deutsche Bank
Germany
$290M +$67.9M +890,356 +33%
Charles Schwab
22
Charles Schwab
California
$262M +$10.5M +137,647 +4%
Legal & General Group
23
Legal & General Group
United Kingdom
$240M +$30.9M +404,797 +16%
RJA
24
Raymond James & Associates
Florida
$227M +$19.8M +259,721 +10%
Allianz Asset Management
25
Allianz Asset Management
Germany
$205M -$25.3M -331,394 -12%

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.