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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
JCA
576
Jade Capital Advisors
New Jersey
$1.52M +$1.57M +10,000 New
AF
577
Allworth Financial
California
$1.52M -$56.5K -361 -3%
AMIM
578
Aull & Monroe Investment Management
Alabama
$1.5M -$31.3K -200 -2%
HH
579
Hilltop Holdings
Texas
$1.5M -$124K -791 -7%
RIM
580
Redpoint Investment Management
Australia
$1.5M
IB
581
Intrust Bank
Kansas
$1.49M -$11.7K -75 -0.8%
TCA
582
Transcend Capital Advisors
New Jersey
$1.48M +$40.7K +260 +3%
FHB
583
First Hawaiian Bank
Hawaii
$1.48M +$210K +1,343 +16%
CWS
584
Confluence Wealth Services
Pennsylvania
$1.48M +$1.52M +9,728 New
DJSG
585
D.J. St. Germain
Massachusetts
$1.46M
SLA
586
Silver Lake Advisory
Utah
$1.46M -$60.3K -385 -4%
FWCM
587
Ferguson Wellman Capital Management
Oregon
$1.45M -$101K -642 -6%
TIA
588
Trust Investment Advisors
Indiana
$1.45M +$11.4K +73 +0.8%
AWM
589
Altium Wealth Management
New York
$1.44M +$438K +2,799 +42%
ACA
590
Atlas Capital Advisors
Wyoming
$1.44M +$514K +3,284 +53%
JGCM
591
Joseph Group Capital Management
Ohio
$1.43M +$204K +1,305 +16%
AT
592
Arden Trust
Delaware
$1.43M +$99.9K +638 +7%
PP
593
Patten & Patten
Tennessee
$1.42M -$62.6K -400 -4%
AA
594
Altman Advisors
Illinois
$1.42M +$14.1K +90 +1%
CIA
595
Cascade Investment Advisors
Oregon
$1.42M -$9.39K -60 -0.6%
LSA
596
Lion Street Advisors
Texas
$1.42M -$168K -1,071 -10%
TAM
597
Tealwood Asset Management
Minnesota
$1.4M -$3.44K -22 -0.2%
DWM
598
Dakota Wealth Management
Florida
$1.39M +$143K +913 +11%
SB
599
Simmons Bank
Arkansas
$1.39M -$59.3K -379 -4%
CA
600
CoreCap Advisors
Michigan
$1.38M -$55.4K -354 -4%

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.