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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
AFM
351
Andesa Financial Management
Pennsylvania
$4.67M -$89.9K -574 -2%
BF
352
BOK Financial
Oklahoma
$4.67M -$301K -1,924 -6%
Wealthfront Advisers
353
Wealthfront Advisers
California
$4.66M +$1.62M +10,333 +51%
TNBTD
354
Trustmark National Bank Trust Department
Mississippi
$4.61M +$22.4K +143 +0.5%
SL
355
Summitry LLC
California
$4.58M -$156K -994 -3%
SSWM
356
Smith Salley Wealth Management
North Carolina
$4.49M +$51.2K +327 +1%
FNT
357
First National Trust
Pennsylvania
$4.47M -$2.49M -15,898 -35%
AWM
358
Avitas Wealth Management
California
$4.42M +$74.7K +477 +2%
SFI
359
Susquehanna Fundamental Investments
Pennsylvania
$4.36M +$2.6M +16,632 +137%
MFG
360
Monte Financial Group
Connecticut
$4.34M +$97.7K +624 +2%
PCTC
361
Perkins Coie Trust Company
Washington
$4.33M +$7.67K +49 +0.2%
RBA
362
Richard Bernstein Advisors
New York
$4.32M
VPIM
363
Vanguard Personalized Indexing Management
California
$4.31M -$11.4K -73 -0.3%
AIA
364
AGF Investments America
Ontario, Canada
$4.3M +$4.43M +28,320 New
Voloridge Investment Management
365
Voloridge Investment Management
Florida
$4.29M -$10.5M -66,798 -70%
TRSOTSOK
366
Teachers Retirement System of the State of Kentucky
Kentucky
$4.27M -$192K -1,225 -4%
X
367
Xponance
Pennsylvania
$4.2M +$173K +1,105 +4%
NA
368
Navellier & Associates
Nevada
$4.13M +$237K +1,512 +6%
HIP
369
Harrell Investment Partners
Texas
$4.11M -$402K -2,565 -9%
BDS
370
Banco de Sabadell
Florida
$4.05M +$231K +1,474 +6%
NAMM
371
NorthStar Asset Management (Massachusetts)
Massachusetts
$4.02M +$4.15M +26,487 New
ASN
372
Advisory Services Network
Georgia
$4.01M +$131K +838 +3%
TBA
373
Tower Bridge Advisors
Pennsylvania
$4M +$59.5K +380 +1%
PAG
374
Private Advisor Group
New Jersey
$3.98M +$148K +945 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
375
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.96M -$2.45M -15,657 -37%

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.