We are live on ! Find out more

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
HIP
501
HUB Investment Partners
Texas
$2.1M -$113K -723 -5%
BSB
502
Bangor Savings Bank
Maine
$2.09M +$8.45K +54 +0.4%
SIC
503
SFE Investment Counsel
California
$2.08M -$95.5K -610 -4%
National Bank of Canada
504
National Bank of Canada
Quebec, Canada
$2.08M +$32.9K +210 +2%
AWS
505
Atria Wealth Solutions
New York
$2.08M +$2.15M +13,708 New
TI
506
Tidal Investments
Wisconsin
$2.06M +$197K +1,260 +10%
PHS
507
Pekin Hardy Strauss
Illinois
$2.05M -$90K -575 -4%
PGFC
508
Peapack-Gladstone Financial Corp
New Jersey
$2.05M -$54.2K -346 -2%
PPWP
509
Proquility Private Wealth Partners
Nevada
$2.03M -$120K -764 -5%
PFO
510
Pathstone Family Office
New Jersey
$2.02M -$246K -1,570 -11%
CC
511
Cypress Capital
Tennessee
$2M -$54.8K -350 -3%
LNWWM
512
Laird Norton Wetherby Wealth Management
California
$1.98M -$28.3K -181 -1%
MWM
513
Midwest Wealth Management
Indiana
$1.96M +$108K +688 +6%
CCMD
514
Cypress Capital Management (Delaware)
Delaware
$1.94M -$3.91K -25 -0.2%
MOS
515
MGO One Seven
Ohio
$1.92M +$33.3K +213 +2%
V
516
Veritable
Delaware
$1.92M +$92.5K +591 +5%
OPPTF
517
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.92M +$54.9K +351 +3%
BB
518
Busey Bank
Illinois
$1.92M -$69.7K -445 -3%
AP
519
Advisor Partners
California
$1.91M -$135K -862 -6%
OFG
520
Oxford Financial Group
Indiana
$1.9M +$43.4K +277 +2%
PAM
521
Panagora Asset Management
Massachusetts
$1.88M -$2.88M -18,408 -60%
SBH
522
Segall Bryant & Hamill
Illinois
$1.88M +$179K +1,144 +10%
EWM
523
Endurance Wealth Management
Rhode Island
$1.87M -$3.91K -25 -0.2%
GT
524
Greenleaf Trust
Michigan
$1.87M +$189K +1,208 +11%
PP
525
Palladium Partners
Virginia
$1.86M

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.