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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
SCP
401
Shorepoint Capital Partners
Massachusetts
$3.36M -$99.9K -638 -3%
CGH
402
Crossmark Global Holdings
Texas
$3.35M -$122K -780 -3%
RIG
403
Roosevelt Investment Group
New York
$3.33M -$124K -793 -3%
CNBTD
404
Citizens National Bank Trust Department
Mississippi
$3.33M +$97.1K +620 +3%
KIA
405
KCM Investment Advisors
California
$3.32M -$27.2K -174 -0.8%
BWAM
406
Boyd Watterson Asset Management
Ohio
$3.3M -$1.41K -9 -0%
BS
407
Bessemer Securities
New York
$3.27M
SAM
408
Selway Asset Management
$3.27M +$63.4K +405 +2%
SAM
409
Strategy Asset Managers
California
$3.23M +$258K +1,647 +8%
GPFA
410
Game Plan Financial Advisors
Ohio
$3.22M -$15.7K -100 -0.5%
Cerity Partners
411
Cerity Partners
New York
$3.21M +$110K +701 +3%
KPWS
412
Kestra Private Wealth Services
Texas
$3.2M +$86.6K +553 +3%
CBB
413
Citizens Business Bank
California
$3.19M +$18K +115 +0.6%
MA
414
MUFG Americas
New York
$3.19M +$226K +1,446 +7%
CCM
415
Cullen Capital Management
New York
$3.18M +$304K +1,943 +10%
SFI
416
Siemens Fonds Invest
Germany
$3.15M +$60.6K +387 +2%
CCG
417
Cypress Capital Group
Florida
$3.14M -$870K -5,558 -21%
DC
418
Davenport & Co
Virginia
$3.14M +$168K +1,076 +5%
BWM
419
BerganKDV Wealth Management
Minnesota
$3.13M +$299K +1,911 +10%
MWA
420
Meridian Wealth Advisors
Texas
$3.13M +$100K +639 +3%
GC
421
Gratus Capital
Georgia
$3.12M -$64.7K -413 -2%
HFS
422
Hantz Financial Services
Michigan
$3.1M +$784K +5,010 +32%
PWA
423
Phoenix Wealth Advisors
North Carolina
$3.1M -$103K -661 -3%
DADC
424
D.A. Davidson & Co
Montana
$3.1M -$695K -4,442 -18%
SSB
425
Sandy Spring Bank
Maryland
$3.09M +$76.4K +488 +2%

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.