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
SSWM
351
Smith Salley Wealth Management
North Carolina
$3.85M +$143K +1,025 +3%
AFM
352
Andesa Financial Management
Pennsylvania
$3.84M -$43.5K -311 -1%
BF
353
BOK Financial
Oklahoma
$3.83M -$50.1K -358 -1%
CNBTD
354
Citizens National Bank Trust Department
Mississippi
$3.81M +$1.02M +7,264 +32%
SWM
355
Scissortail Wealth Management
Oklahoma
$3.8M +$3.08M +21,985 New
Lido Advisors
356
Lido Advisors
California
$3.76M +$535K +3,822 +15%
CCB
357
Country Club Bank
Missouri
$3.74M -$659K -4,708 -14%
KRS
358
Kentucky Retirement Systems
Kentucky
$3.73M +$588K +4,206 +17%
MFG
359
Monte Financial Group
Connecticut
$3.73M +$134K +956 +3%
AHC
360
Adell Harriman & Carpenter
Texas
$3.71M -$276K -1,975 -6%
AWM
361
Avitas Wealth Management
California
$3.69M +$15K +107 +0.4%
HIP
362
Harrell Investment Partners
Texas
$3.6M +$212K +1,519 +6%
PCTC
363
Perkins Coie Trust Company
Washington
$3.6M +$3.78K +27 +0.1%
Marshall Wace
364
Marshall Wace
United Kingdom
$3.6M +$3.99M +28,557 New
RBA
365
Richard Bernstein Advisors
New York
$3.58M
NA
366
Navellier & Associates
Nevada
$3.58M +$169K +1,207 +4%
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$3.58M +$337K +2,406 +9%
Two Sigma Advisers
368
Two Sigma Advisers
New York
$3.54M -$4.36M -31,200 -53%
TNBTD
369
Trustmark National Bank Trust Department
Mississippi
$3.51M -$345K -2,469 -8%
CWM
370
CIBC World Markets
New York
$3.51M +$506K +3,617 +15%
SMDAM
371
Sumitomo Mitsui DS Asset Management
Japan
$3.49M -$653K -4,669 -14%
TBA
372
Tower Bridge Advisors
Pennsylvania
$3.48M +$177K +1,263 +5%
SL
373
Summitry LLC
California
$3.44M -$400K -2,862 -9%
VPIM
374
Vanguard Personalized Indexing Management
California
$3.43M -$167K -1,191 -4%
ASN
375
Advisory Services Network
Georgia
$3.39M +$68.3K +488 +2%

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.