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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
Lido Advisors
376
Lido Advisors
California
$3.95M +$423K +2,704 +12%
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$3.95M +$54.8K +350 +1%
OSNBOA
378
Old Second National Bank of Aurora
Illinois
$3.9M -$747K -4,769 -16%
EA
379
Ellsworth Advisors
Ohio
$3.87M +$429K +2,742 +12%
WC
380
Westhampton Capital
North Carolina
$3.86M -$1.88K -12 -0%
LGF
381
LGT Group Foundation
Liechtenstein
$3.86M
KRS
382
Kentucky Retirement Systems
Kentucky
$3.86M +$235K +1,501 +6%
IWP
383
Icon Wealth Partners
Texas
$3.86M +$682K +4,355 +21%
CA
384
Cullinan Associates
Kentucky
$3.85M -$26.8K -171 -0.7%
AIP
385
Ameritas Investment Partners
Nebraska
$3.8M -$54.8K -350 -1%
LSERS
386
Louisiana State Employees Retirement System
Louisiana
$3.76M +$31.3K +200 +0.8%
MLICM
387
Metropolitan Life Insurance Company (MetLife)
New York
$3.73M -$3.28M -20,958 -46%
Parallax Volatility Advisers
388
Parallax Volatility Advisers
California
$3.69M +$3.81M +24,317 New
SPC
389
Sigma Planning Corp
Michigan
$3.68M -$39.8K -254 -1%
FM
390
Foster & Motley
Ohio
$3.68M -$170K -1,085 -4%
CWM
391
CIBC World Markets
New York
$3.68M -$73.7K -471 -2%
WIS
392
Wright Investors Service
Connecticut
$3.62M -$204K -1,301 -5%
NMERB
393
New Mexico Educational Retirement Board
New Mexico
$3.52M -$188K -1,200 -5%
BIM
394
Bridges Investment Management
Nebraska
$3.5M
BPC
395
Banque Pictet & Cie
Switzerland
$3.49M -$287K -1,836 -7%
WWA
396
WC Walker & Associates
California
$3.42M +$50.9K +325 +1%
Pacer Advisors
397
Pacer Advisors
Pennsylvania
$3.41M -$17.1K -109 -0.5%
WA
398
Wasatch Advisors
Utah
$3.4M -$15.7K -100 -0.4%
SCA
399
Stonebridge Capital Advisors
Minnesota
$3.39M +$102K +650 +3%
Millennium Management
400
Millennium Management
New York
$3.39M -$62.2M -397,169 -95%

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.