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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
NB
326
Norinchukin Bank
Japan
$5.39M +$343K +2,193 +7%
AOWM
327
Alpha Omega Wealth Management
Virginia
$5.36M -$73.6K -470 -1%
JWM
328
Jackson Wealth Management
Florida
$5.33M -$91K -581 -2%
CCB
329
Country Club Bank
Missouri
$5.3M +$5.33M +34,067 New
CFIA
330
Cantor Fitzgerald Investment Advisors
New York
$5.26M +$2.07M +13,197 +62%
SCM
331
Spring Capital Management
Texas
$5.2M +$53.5K +342 +1%
WFMPM
332
Woodley Farra Manion Portfolio Management
Indiana
$5.18M -$136K -870 -2%
MML Investors Services
333
MML Investors Services
Massachusetts
$5.17M +$149K +950 +3%
DILIC
334
Dai-ichi Life Insurance Company
Japan
$5.14M
Verition Fund Management
335
Verition Fund Management
Connecticut
$5.1M -$711K -4,541 -12%
Brown Advisory
336
Brown Advisory
Maryland
$5.08M +$241K +1,542 +5%
LSA
337
L & S Advisors
California
$5.05M +$26.8K +171 +0.5%
PAM
338
Pegasus Asset Management
New York
$5.01M +$18K +115 +0.3%
RWA
339
River Wealth Advisors
Pennsylvania
$4.99M +$197K +1,261 +4%
CAN
340
Cetera Advisor Networks
California
$4.93M +$394K +2,514 +8%
SAM
341
Securian Asset Management
Minnesota
$4.92M -$73K -466 -1%
SMDAM
342
Sumitomo Mitsui DS Asset Management
Japan
$4.91M +$14.9K +95 +0.3%
PR
343
Payden & Rygel
California
$4.91M -$28.6M -182,800 -85%
OPERF
344
Oregon Public Employees Retirement Fund
Oregon
$4.82M -$1.14M -7,311 -19%
AAS
345
Annex Advisory Services
Wisconsin
$4.81M -$215K -1,371 -4%
AHC
346
Adell Harriman & Carpenter
Texas
$4.76M -$47.1K -301 -0.9%
EMPI
347
Elo Mutual Pension Insurance
Finland
$4.76M +$170K +1,087 +4%
ISB
348
Iowa State Bank
Iowa
$4.74M -$387K -2,472 -7%
AC
349
Albar Capital
United Kingdom
$4.7M +$4.84M +30,945 New
MSRPS
350
Maryland State Retirement & Pension System
Maryland
$4.68M +$70.6K +451 +1%

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.