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1,486 hedge funds and large institutions have $50.6B invested in Eaton in 2022 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 545 increasing their positions, 502 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 81

100% more call options, than puts

Call options by funds: $529M | Put options by funds: $264M

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

16% more capital invested

Capital invested by funds: $43.5B → $50.6B (+$7.06B)

8% more funds holding

Funds holding: 1,3791,486 (+107)

9% more repeat investments, than reductions

Existing positions increased: 545 | Existing positions reduced: 502

0.36% less ownership

Funds ownership: 82.07%81.71% (-0.36%)

Holders
1,486
Holders Change
+107
Holders Change %
+7.76%
% of All Funds
23.89%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
217
Increased
545
Reduced
502
Closed
81
Calls
$529M
Puts
$264M
Net Calls
+$265M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$454M -$5.52M -35,980 -1%
Legal & General Group
27
Legal & General Group
United Kingdom
$405M -$23.6M -154,057 -6%
Charles Schwab
28
Charles Schwab
California
$334M +$6.78M +44,201 +2%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$330M +$7.26M +47,325 +2%
Bessemer Group
30
Bessemer Group
New Jersey
$305M -$93.4M -609,364 -24%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$282M -$42.3M -275,779 -13%
Citadel Advisors
32
Citadel Advisors
Florida
$274M -$62.8M -409,902 -19%
TD Asset Management
33
TD Asset Management
Ontario, Canada
$266M +$8.99M +58,622 +4%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$261M +$1.7M +11,117 +0.7%
Swiss National Bank
35
Swiss National Bank
Switzerland
$254M -$16.9M -110,287 -6%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$248M +$7.02M +45,760 +3%
Franklin Resources
37
Franklin Resources
California
$247M -$4.13M -26,929 -2%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$247M -$3.25M -21,189 -1%
Stifel Financial
39
Stifel Financial
Missouri
$230M +$1.39M +9,061 +0.6%
Baillie Gifford & Co
40
Baillie Gifford & Co
United Kingdom
$228M +$223M +1,452,086 New
UBS AM
41
UBS AM
Illinois
$226M -$22M -143,712 -9%
UBS Group
42
UBS Group
Switzerland
$219M +$41.5M +270,899 +24%
BG
43
Bahl & Gaynor
Ohio
$215M -$10.2M -66,671 -5%
Millennium Management
44
Millennium Management
New York
$212M +$124M +807,937 +150%
FAM
45
Fred Alger Management
New York
$192M +$6.47M +42,221 +4%
FMI
46
Fiduciary Management Inc
Wisconsin
$178M -$19.6M -127,916 -10%
Deutsche Bank
47
Deutsche Bank
Germany
$167M -$10.9M -71,375 -6%
Swedbank
48
Swedbank
Sweden
$166M -$293K -1,911 -0.2%
CS
49
Credit Suisse
Switzerland
$150M -$6.96M -45,405 -5%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$149M -$974K -6,356 -0.7%

ETN Hedge Fund Activity: Q4 2022 in Review

1,486 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2022, worth a combined $50.6B — up 16% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 217 funds opened new ETN positions and 81 closed out — a net gain of 136 holders — while 545 added to existing stakes and 502 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $399M. The largest seller was JP Morgan Chase, cutting an estimated $450M.

  • 1,486 institutional investors held Eaton (ETN) as of Q4 2022, up from 1,379 in Q3 2022.
  • Funds reported $50.6B of Eaton stock for Q4 2022, up 16% quarter-over-quarter.
  • 217 funds opened new Eaton positions in Q4 2022 and 81 closed out, a net change of +136 holders.
  • The largest Eaton buyer in Q4 2022 was Morgan Stanley, an estimated $399M added.
  • The largest Eaton seller in Q4 2022 was JP Morgan Chase, an estimated $450M sold.

Based on aggregated 13F filings for Q4 2022.