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1,416 hedge funds and large institutions have $49B invested in Eaton in 2022 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 523 increasing their positions, 532 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more call options, than puts

Call options by funds: $349M | Put options by funds: $111M

0.66% more ownership

Funds ownership: 80.27%80.93% (+0.66%)

2% less repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 532

2% less funds holding

Funds holding: 1,4511,416 (-35)

11% less capital invested

Capital invested by funds: $55.2B → $49B (-$6.18B)

13% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 134

36% less funds holding in top 10

Funds holding in top 10: 2818 (-10)

Holders
1,416
Holders Change
-35
Holders Change %
-2.41%
% of All Funds
22.33%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.28%
New
117
Increased
523
Reduced
532
Closed
134
Calls
$349M
Puts
$111M
Net Calls
+$238M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$10.1M -$167K -1,065 -2%
WBC
227
Westpac Banking Corp
Australia
$10M -$41.8K -267 -0.4%
FAF
228
Fjarde Ap-fonden
Sweden
$10M -$6.41M -40,964 -38%
CWM
229
Congress Wealth Management
Massachusetts
$9.87M +$438K +2,800 +5%
Schroder Investment Management Group
230
Schroder Investment Management Group
United Kingdom
$9.82M +$866K +5,534 +10%
FFBTD
231
First Financial Bank - Trust Division
Ohio
$9.8M +$321K +2,050 +3%
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$9.79M -$3.13M -19,968 -24%
Creative Planning
233
Creative Planning
Kansas
$9.5M +$997K +6,371 +11%
B
234
Bailard
California
$9.34M +$170K +1,089 +2%
BCIM
235
British Columbia Investment Management
British Columbia, Canada
$9.34M -$1.34M -8,578 -12%
PAI
236
Pittenger & Anderson Inc
Nebraska
$9.33M +$524K +3,350 +6%
IAIM
237
Industrial Alliance Investment Management
Quebec, Canada
$9.33M -$4.69M -29,990 -33%
RJT
238
Raymond James Trust
Florida
$9.31M -$191K -1,223 -2%
AAM
239
Advisors Asset Management
Colorado
$9.31M +$137K +877 +1%
UIM
240
USS Investment Management
United Kingdom
$9.3M -$8.2M -52,383 -46%
LNB
241
Ledyard National Bank
$9.24M +$447K +2,856 +5%
CW
242
Connectus Wealth
Ohio
$9.13M -$13.6K -87 -0.2%
RCM
243
RNC Capital Management
California
$9.07M -$431K -2,756 -4%
SI
244
Stephens Inc
Arkansas
$9.05M -$693K -4,424 -7%
Two Sigma Advisers
245
Two Sigma Advisers
New York
$9M +$8.99M +57,400 +3,021%
SFWA
246
Summit Financial Wealth Advisors
Louisiana
$8.99M +$1.04M +6,612 +13%
OAM
247
Oppenheimer Asset Management
New York
$8.78M +$544K +3,478 +6%
EFIC
248
Eliot Finkel Investment Counsel
California
$8.69M -$497K -3,175 -5%
ECM
249
Element Capital Management
New York
$8.67M +$8.94M +57,123 New
UIC
250
Uniplan Investment Counsel
Wisconsin
$8.58M -$46.8K -299 -0.5%

ETN Hedge Fund Activity: Q1 2022 in Review

1,416 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2022, worth a combined $49B — down 11% from $55.2B a quarter earlier.

Sellers outnumbered buyers: 134 funds closed out of ETN and 117 opened new positions — a net loss of 17 holders — while 532 trimmed existing stakes and 523 added.

The largest buyer was Sumitomo Mitsui Trust Group, opening a new position worth an estimated $312M. The largest seller was Citadel Advisors, cutting an estimated $142M.

  • 1,416 institutional investors held Eaton (ETN) as of Q1 2022, down from 1,451 in Q4 2021.
  • Funds reported $49B of Eaton stock for Q1 2022, down 11% quarter-over-quarter.
  • 117 funds opened new Eaton positions in Q1 2022 and 134 closed out, a net change of -17 holders.
  • The largest Eaton buyer in Q1 2022 was Sumitomo Mitsui Trust Group, an estimated $312M added.
  • The largest Eaton seller in Q1 2022 was Citadel Advisors, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2022.