We are live on ! Find out more

1,364 hedge funds and large institutions have $41B invested in Eaton in 2022 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 519 increasing their positions, 500 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $322M | Put options by funds: $123M

4% more repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 500

0.73% more ownership

Funds ownership: 80.93%81.66% (+0.73%)

4% less funds holding

Funds holding: 1,4161,364 (-52)

16% less capital invested

Capital invested by funds: $49B → $41B (-$7.99B)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

23% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 130

Holders
1,364
Holders Change
-52
Holders Change %
-3.67%
% of All Funds
22.98%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.25%
New
100
Increased
519
Reduced
500
Closed
130
Calls
$322M
Puts
$123M
Net Calls
+$199M
Net Calls Change
-$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
326
NewEdge Advisors
Louisiana
$4.47M -$416K -2,977 -8%
AOWM
327
Alpha Omega Wealth Management
Virginia
$4.43M -$27.1K -194 -0.5%
Cerity Partners
328
Cerity Partners
New York
$4.42M +$1.95M +13,938 +66%
NLGIA
329
Nippon Life Global Investors Americas
New York
$4.39M -$2.7M -19,330 -36%
WFMPM
330
Woodley Farra Manion Portfolio Management
Indiana
$4.32M +$15.5K +111 +0.3%
X
331
Xponance
Pennsylvania
$4.29M +$898K +6,417 +23%
MML Investors Services
332
MML Investors Services
Massachusetts
$4.29M -$3.22K -23 -0.1%
PMAM
333
Picton Mahoney Asset Management
Ontario, Canada
$4.24M -$1.09M -7,800 -19%
Brown Advisory
334
Brown Advisory
Maryland
$4.22M +$1.4K +10 +0%
Thrivent Financial for Lutherans
335
Thrivent Financial for Lutherans
Minnesota
$4.2M -$589K -4,210 -11%
RG
336
Rathbones Group
United Kingdom
$4.15M +$4.61M +32,930 New
AAS
337
Annex Advisory Services
Wisconsin
$4.13M +$154K +1,102 +3%
PCA
338
Providence Capital Advisors
North Carolina
$4.11M -$1.35M -9,616 -23%
PAM
339
Pegasus Asset Management
New York
$4.11M -$54.8K -392 -1%
Connor, Clark & Lunn Investment Management (CC&L)
340
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.1M +$4.55M +32,539 New
RWA
341
River Wealth Advisors
Pennsylvania
$4.08M -$64.1K -458 -1%
SM
342
Sciencast Management
New Jersey
$4.08M +$3.86M +27,595 New
SAM
343
Securian Asset Management
Minnesota
$4.06M -$28K -200 -0.6%
NAMM
344
NorthStar Asset Management (Massachusetts)
Massachusetts
$4.06M +$799K +5,710 +22%
ACM
345
Altrius Capital Management
North Carolina
$4.02M +$4.46M +31,877 New
EMPI
346
Elo Mutual Pension Insurance
Finland
$3.96M +$11.9K +85 +0.3%
OPERF
347
Oregon Public Employees Retirement Fund
Oregon
$3.93M -$83.9K -600 -2%
ISB
348
Iowa State Bank
Iowa
$3.91M -$25K -179 -0.6%
OSAM
349
O'Shaughnessy Asset Management
Connecticut
$3.9M -$6.3M -45,043 -59%
MSRPS
350
Maryland State Retirement & Pension System
Maryland
$3.88M

ETN Hedge Fund Activity: Q2 2022 in Review

1,364 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2022, worth a combined $41B — down 16% from $49B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of ETN and 100 opened new positions — a net loss of 30 holders — while 500 trimmed existing stakes and 519 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $582M. The largest seller was Norges Bank, cutting an estimated $195M.

  • 1,364 institutional investors held Eaton (ETN) as of Q2 2022, down from 1,416 in Q1 2022.
  • Funds reported $41B of Eaton stock for Q2 2022, down 16% quarter-over-quarter.
  • 100 funds opened new Eaton positions in Q2 2022 and 130 closed out, a net change of -30 holders.
  • The largest Eaton buyer in Q2 2022 was T. Rowe Price Associates, an estimated $582M added.
  • The largest Eaton seller in Q2 2022 was Norges Bank, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2022.