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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
IMRF
601
Illinois Municipal Retirement Fund
Illinois
$1.36M
SFO
602
Stokes Family Office
Louisiana
$1.34M -$48.7K -311 -3%
OHWP
603
Oak Harbor Wealth Partners
North Carolina
$1.34M +$117K +748 +9%
PTC
604
Private Trust Company
Ohio
$1.33M +$251K +1,606 +22%
PA
605
PFG Advisors
Arizona
$1.33M +$77.5K +495 +6%
CBN
606
Cadence Bank NA
Texas
$1.33M -$25.5K -163 -2%
BAM
607
Bruderman Asset Management
New York
$1.32M -$1.14M -7,263 -46%
DI
608
DAGCO Inc
Ohio
$1.32M -$108K -693 -7%
DAS
609
Dynamic Advisor Solutions
Arizona
$1.32M -$102K -652 -7%
CSIC
610
Clifford Swan Investment Counsel
California
$1.31M -$2.35K -15 -0.2%
LB
611
Legacy Bridge
Iowa
$1.31M -$24.3K -155 -2%
CIC
612
Cornercap Investment Counsel
Georgia
$1.31M -$174K -1,111 -11%
MCA
613
Magnolia Capital Advisors
Mississippi
$1.3M -$137K -877 -9%
FB
614
Fulton Bank
Pennsylvania
$1.3M -$1.72K -11 -0.1%
SIC
615
Salem Investment Counselors
North Carolina
$1.3M -$19.1K -122 -1%
VVP
616
Venture Visionary Partners
Ohio
$1.29M +$115K +732 +9%
SIAG
617
Signet Investment Advisory Group
Rhode Island
$1.28M -$30.5K -195 -2%
WA
618
Wealth Alliance
New York
$1.26M +$575K +3,675 +79%
RFA
619
Resurgent Financial Advisors
Georgia
$1.26M +$99.7K +637 +8%
Vontobel Holding
620
Vontobel Holding
Switzerland
$1.26M -$1.03M -6,591 -45%
AssetMark Inc
621
AssetMark Inc
California
$1.23M +$494K +3,157 +64%
IA
622
IndexIQ Advisors
New York
$1.22M +$39.6K +253 +3%
TA
623
TCM Advisors
West Virginia
$1.22M -$1.27M -8,143 Closed
IMOV
624
Investment Management of Virginia
Virginia
$1.21M -$501K -3,200 -29%
OPTFSNA
625
Old Point Trust & Financial Services N A
Virginia
$1.21M -$9.39K -60 -0.7%

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.