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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
SCP
426
Shorepoint Capital Partners
Massachusetts
$2.62M -$184K -1,318 -6%
SPC
427
Stewart & Patten Company
California
$2.62M +$2.9M +20,760 New
PFO
428
Pathstone Family Office
New Jersey
$2.61M +$1.04M +7,465 +56%
GPFA
429
Game Plan Financial Advisors
Ohio
$2.6M -$68.4K -489 -2%
SFI
430
Siemens Fonds Invest
Germany
$2.59M -$20.1K -144 -0.7%
GC
431
Gratus Capital
Georgia
$2.58M -$14K -100 -0.5%
WA
432
Wasatch Advisors
Utah
$2.57M -$280K -2,000 -9%
AAF
433
Andra AP-fonden
Sweden
$2.56M +$2.84M +20,300 New
NWM
434
Northwest Wealth Management
Iowa
$2.55M +$169K +1,205 +6%
DADC
435
D.A. Davidson & Co
Montana
$2.53M -$40.6K -290 -1%
CNFG
436
Creegan & Nassoura Financial Group
New Hampshire
$2.52M -$28K -200 -1%
HFM
437
Hartford Financial Management
Connecticut
$2.52M
TF
438
TIAA FSB
Florida
$2.5M -$12M -85,980 -81%
DIA
439
Dana Investment Advisors
Wisconsin
$2.5M +$2.77M +19,835 New
NW
440
NewEdge Wealth
Pennsylvania
$2.48M +$2.32M +16,553 +526%
NB
441
Norinchukin Bank
Japan
$2.47M -$2.23M -15,923 -45%
MPWT
442
MassMutual Private Wealth & Trust
Connecticut
$2.46M +$155K +1,110 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
443
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.45M -$14.2M -101,595 -84%
PP
444
Prudential plc
United Kingdom
$2.43M -$84.1K -601 -3%
KIA
445
KCM Investment Advisors
California
$2.4M -$390K -2,788 -13%
Assenagon Asset Management
446
Assenagon Asset Management
Luxembourg
$2.37M +$2.14M +15,270 +428%
LC
447
Legacy CG
Texas
$2.35M +$32.5K +232 +1%
SC
448
Sawyer & Company
Massachusetts
$2.35M -$10.6K -76 -0.4%
Cetera Investment Advisers
449
Cetera Investment Advisers
Illinois
$2.32M +$145K +1,040 +6%
SYBT
450
Stock Yards Bank & Trust
Kentucky
$2.32M +$2.21M +15,765 +600%

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.