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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
Amundi
26
Amundi
France
$368M +$52.3M +334,149 +15%
AllianceBernstein
27
AllianceBernstein
Tennessee
$354M +$19.4M +123,618 +6%
PPA
28
Parametric Portfolio Associates
Washington
$335M +$9.73M +62,173 +3%
Charles Schwab
29
Charles Schwab
California
$305M +$9.52M +60,797 +3%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$303M +$312M +1,993,703 New
PI
31
Putnam Investments
Massachusetts
$295M +$495K +3,164 +0.2%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$291M +$34M +217,085 +13%
Swiss National Bank
33
Swiss National Bank
Switzerland
$262M +$33.1M +211,500 +14%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$261M +$29.8M +190,335 +12%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$253M +$243K +1,551 +0.1%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$253M -$21.7M -138,546 -8%
UBS AM
37
UBS AM
Illinois
$246M -$2.08M -13,260 -0.8%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$243M +$15.3M +97,597 +6%
Franklin Resources
39
Franklin Resources
California
$227M +$20.1M +128,368 +9%
FAM
40
Fred Alger Management
New York
$225M -$93.3M -596,010 -29%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$223M -$1.38M -8,837 -0.6%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$215M -$7.56M -48,272 -3%
Holocene Advisors
43
Holocene Advisors
New York
$212M -$80M -510,768 -27%
Stifel Financial
44
Stifel Financial
Missouri
$202M -$4.63M -29,607 -2%
UBS Group
45
UBS Group
Switzerland
$186M -$28M -179,143 -13%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$186M +$95.7M +611,517 +100%
Deutsche Bank
47
Deutsche Bank
Germany
$185M -$21.3M -136,306 -10%
CS
48
Credit Suisse
Switzerland
$184M -$5.63M -35,948 -3%
FMI
49
Fiduciary Management Inc
Wisconsin
$176M -$8.95M -57,169 -5%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$163M -$9.8M -62,572 -6%

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.