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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
VAS
376
Vestmark Advisory Solutions
Massachusetts
$3.39M +$1.52M +10,858 +68%
PAG
377
Private Advisor Group
New Jersey
$3.37M +$78.2K +559 +2%
EA
378
Ellsworth Advisors
Ohio
$3.35M +$100K +715 +3%
LSERS
379
Louisiana State Employees Retirement System
Louisiana
$3.35M +$14K +100 +0.4%
Capstone Investment Advisors
380
Capstone Investment Advisors
New York
$3.22M +$2.54M +18,143 +244%
FNT
381
First National Trust
Pennsylvania
$3.21M -$560K -4,003 -14%
OSNBOA
382
Old Second National Bank of Aurora
Illinois
$3.21M -$32.7K -234 -0.9%
WC
383
Westhampton Capital
North Carolina
$3.2M
JIR
384
James Investment Research
Ohio
$3.2M -$1.6M -11,449 -31%
CA
385
Cullinan Associates
Kentucky
$3.13M -$76.4K -546 -2%
IWP
386
Icon Wealth Partners
Texas
$3.1M -$109K -780 -3%
WWA
387
WC Walker & Associates
California
$3.09M -$24.8K -177 -0.7%
BCM
388
BTR Capital Management
California
$3.07M +$3.41M +24,378 New
TRCT
389
Tower Research Capital (TRC)
New York
$3.06M -$6.89M -49,245 -67%
PR
390
Payden & Rygel
California
$3.06M -$1.12M -8,030 -25%
SWP
391
Stratos Wealth Partners
Ohio
$3.05M +$689K +4,923 +25%
MLICM
392
Metropolitan Life Insurance Company (MetLife)
New York
$3.03M -$79.2K -566 -2%
DILIC
393
Dai-ichi Life Insurance Company
Japan
$3M -$1.4M -10,000 -30%
SPC
394
Sigma Planning Corp
Michigan
$2.88M -$197K -1,409 -6%
SCA
395
Stonebridge Capital Advisors
Minnesota
$2.87M +$59.7K +427 +2%
FIM
396
Fruth Investment Management
Texas
$2.86M
IAIM
397
Industrial Alliance Investment Management
Quebec, Canada
$2.85M -$5.43M -38,837 -63%
CPC
398
Consolidated Planning Corp
Georgia
$2.85M +$3.16M +22,584 New
CCM
399
Cullen Capital Management
New York
$2.82M +$194K +1,385 +7%
RIG
400
Roosevelt Investment Group
New York
$2.8M +$35K +250 +1%

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.