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1,452 hedge funds and large institutions have $55.2B invested in Eaton in 2021 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 502 increasing their positions, 519 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $404M | Put options by funds: $156M

144% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 89

40% more funds holding in top 10

Funds holding in top 10: 2028 (+8)

16% more capital invested

Capital invested by funds: $47.5B → $55.2B (+$7.66B)

8% more funds holding

Funds holding: 1,3451,452 (+107)

0.36% more ownership

Funds ownership: 79.9%80.27% (+0.36%)

3% less repeat investments, than reductions

Existing positions increased: 502 | Existing positions reduced: 519

Holders
1,452
Holders Change
+107
Holders Change %
+7.96%
% of All Funds
22.34%
Holding in Top 10
28
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+40%
% of All Funds
0.43%
New
217
Increased
502
Reduced
519
Closed
89
Calls
$404M
Puts
$156M
Net Calls
+$248M
Net Calls Change
+$113M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
226
Goelzer Investment Management
Indiana
$12.2M +$50.2K +303 +0.4%
BCIM
227
British Columbia Investment Management
British Columbia, Canada
$12.1M -$605K -3,648 -5%
TWC
228
TD Waterhouse Canada
Ontario, Canada
$12.1M +$10.5M +63,270 New
FNBOO
229
First National Bank of Omaha
Nebraska
$11.9M -$1.01M -6,107 -8%
SIA
230
Sit Investment Associates
Minnesota
$11.9M +$1M +6,045 +10%
YCM
231
Yousif Capital Management
Michigan
$11.9M +$11.4M +68,740 New
RWP
232
RWA Wealth Partners
Massachusetts
$11.9M +$201K +1,214 +2%
STCG
233
Speece Thorson Capital Group
Minnesota
$11.8M +$32.6K +197 +0.3%
Public Employees Retirement Association of Colorado
234
Public Employees Retirement Association of Colorado
Colorado
$11.7M -$51.7K -312 -0.5%
Public Sector Pension Investment Board (PSP Investments)
235
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.5M -$21.1M -127,420 -66%
WBC
236
Westpac Banking Corp
Australia
$11.5M -$2.23M -13,432 -17%
GIBU
237
Gulf International Bank (UK)
United Kingdom
$11.2M -$2.62M -15,785 -20%
AII
238
AGF Investments Inc
Ontario, Canada
$11.1M +$1.81M +10,943 +21%
SI
239
Stephens Inc
Arkansas
$11.1M -$212K -1,282 -2%
RP
240
Rice Partnership
Hawaii
$10.9M +$482K +2,908 +5%
Daiwa Securities Group
241
Daiwa Securities Group
Japan
$10.9M -$188K -1,133 -2%
RJT
242
Raymond James Trust
Florida
$10.8M -$282K -1,699 -3%
FFBTD
243
First Financial Bank - Trust Division
Ohio
$10.8M +$94.6K +571 +0.9%
RCM
244
RNC Capital Management
California
$10.8M +$343K +2,072 +3%
CWM
245
Congress Wealth Management
Massachusetts
$10.8M +$10.3M +62,199 New
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$10.6M +$260K +1,571 +3%
B
247
Bailard
California
$10.4M +$161K +970 +2%
AAM
248
Advisors Asset Management
Colorado
$10.4M +$1.59M +9,580 +19%
EFIC
249
Eliot Finkel Investment Counsel
California
$10.4M -$123K -740 -1%
Kovitz Investment Group Partners
250
Kovitz Investment Group Partners
Illinois
$10.2M +$3.63M +21,883 +35%

ETN Hedge Fund Activity: Q4 2021 in Review

1,452 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2021, worth a combined $55.2B — up 16% from $47.5B a quarter earlier.

Buyers outnumbered sellers: 217 funds opened new ETN positions and 89 closed out — a net gain of 128 holders — while 502 added to existing stakes and 519 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $305M. The largest seller was Janus Henderson Group, cutting an estimated $155M.

  • 1,452 institutional investors held Eaton (ETN) as of Q4 2021, up from 1,345 in Q3 2021.
  • Funds reported $55.2B of Eaton stock for Q4 2021, up 16% quarter-over-quarter.
  • 217 funds opened new Eaton positions in Q4 2021 and 89 closed out, a net change of +128 holders.
  • The largest Eaton buyer in Q4 2021 was JP Morgan Chase, an estimated $305M added.
  • The largest Eaton seller in Q4 2021 was Janus Henderson Group, an estimated $155M sold.

Based on aggregated 13F filings for Q4 2021.