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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
NMERB
401
New Mexico Educational Retirement Board
New Mexico
$2.78M -$154K -1,100 -5%
FM
402
Foster & Motley
Ohio
$2.77M -$314K -2,243 -9%
WIS
403
Wright Investors Service
Connecticut
$2.77M -$263K -1,878 -8%
CGH
404
Crossmark Global Holdings
Texas
$2.76M -$16.1K -115 -0.5%
MA
405
MUFG Americas
New York
$2.76M +$125K +894 +4%
HFS
406
Hantz Financial Services
Michigan
$2.75M +$199K +1,423 +7%
AIP
407
Ameritas Investment Partners
Nebraska
$2.74M -$457K -3,269 -13%
BDS
408
Banco de Sabadell
Florida
$2.74M -$702K -5,016 -19%
First Manhattan
409
First Manhattan
New York
$2.74M +$412K +2,943 +16%
BWAM
410
Boyd Watterson Asset Management
Ohio
$2.74M -$6.58K -47 -0.2%
DC
411
Davenport & Co
Virginia
$2.74M +$148K +1,057 +5%
PWA
412
Phoenix Wealth Advisors
North Carolina
$2.72M +$28.8K +206 +1%
SAM
413
Strategy Asset Managers
California
$2.72M +$45.6K +326 +2%
MWA
414
Meridian Wealth Advisors
Texas
$2.72M +$136K +969 +5%
SAM
415
Selway Asset Management
$2.72M +$4.2K +30 +0.1%
BS
416
Bessemer Securities
New York
$2.71M
KPWS
417
Kestra Private Wealth Services
Texas
$2.71M +$61.8K +442 +2%
BIM
418
Bridges Investment Management
Nebraska
$2.7M -$231K -1,650 -7%
LSAG
419
Lake Street Advisors Group
New Hampshire
$2.68M +$196K +1,400 +7%
CBB
420
Citizens Business Bank
California
$2.65M +$1.82K +13 +0.1%
Verition Fund Management
421
Verition Fund Management
Connecticut
$2.65M -$1.77M -12,632 -38%
MAM
422
Mystic Asset Management
Rhode Island
$2.64M +$138K +990 +5%
SSB
423
Sandy Spring Bank
Maryland
$2.63M +$75.4K +539 +3%
BWM
424
BerganKDV Wealth Management
Minnesota
$2.63M +$26.6K +190 +0.9%
MIM
425
Moseley Investment Management
Florida
$2.62M +$72.9K +521 +3%

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.