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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$343M -$9.96M -71,206 -3%
PAMS
27
Pictet Asset Management (Switzerland)
Switzerland
$332M +$26.7M +190,561 +8%
Bessemer Group
28
Bessemer Group
New Jersey
$323M +$2.07M +14,768 +0.6%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$260M +$10.3M +73,482 +4%
Charles Schwab
30
Charles Schwab
California
$255M +$2.34M +16,711 +0.8%
PI
31
Putnam Investments
Massachusetts
$244M -$1.27M -9,066 -0.5%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$242M +$870K +6,220 +0.3%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$240M +$26.3M +188,192 +11%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$219M +$9.69M +69,304 +4%
Swiss National Bank
35
Swiss National Bank
Switzerland
$218M +$490K +3,500 +0.2%
Citadel Advisors
36
Citadel Advisors
Florida
$205M +$161M +1,151,518 +241%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$200M -$11.1M -79,033 -5%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$199M -$2.44M -17,427 -1%
FAM
39
Fred Alger Management
New York
$195M +$9.23M +66,000 +4%
UBS AM
40
UBS AM
Illinois
$191M -$14.2M -101,387 -6%
Franklin Resources
41
Franklin Resources
California
$189M +$1.21M +8,636 +0.6%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$186M +$1.42M +10,129 +0.7%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$177M -$973K -6,958 -0.5%
Stifel Financial
44
Stifel Financial
Missouri
$177M +$10.8M +77,310 +6%
BG
45
Bahl & Gaynor
Ohio
$169M +$40.8M +291,945 +28%
FMI
46
Fiduciary Management Inc
Wisconsin
$166M +$21.7M +155,373 +13%
UBS Group
47
UBS Group
Switzerland
$156M +$1.25M +8,967 +0.7%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$150M +$167M +1,192,830 New
AT
49
AMF Tjänstepension
Sweden
$141M +$40.6M +290,337 +35%
Deutsche Bank
50
Deutsche Bank
Germany
$138M -$16.8M -120,186 -10%

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.