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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
BRWA
626
B. Riley Wealth Advisors
Florida
$1.21M -$482K -3,077 -28%
PWM
627
Penobscot Wealth Management
Maine
$1.21M -$538K -3,436 -30%
WA
628
WESPAC Advisors
California
$1.19M -$338K -2,158 -22%
SFA
629
Sequoia Financial Advisors
Ohio
$1.19M -$1.74M -11,137 -59%
E
630
Ergoteles
New York
$1.19M +$1.23M +7,830 New
FTDI
631
First Trust Direct Indexing
Massachusetts
$1.18M +$152K +973 +14%
AAS
632
Avantax Advisory Services
Texas
$1.18M -$7.83K -50 -0.6%
HL
633
HeadInvest LLC
Maine
$1.18M +$72.8K +465 +6%
MRCM
634
M&R Capital Management
New Jersey
$1.18M +$245K +1,567 +25%
PSUF
635
People's United Financial
Connecticut
$1.18M -$373K -2,385 -24%
ERIC
636
Eagle Rock Investment Company
Georgia
$1.18M
KWM
637
Kingsview Wealth Management
Oregon
$1.18M +$626 +4 +0.1%
Nomura Holdings
638
Nomura Holdings
Japan
$1.17M +$185K +1,181 +18%
DWM
639
Darwin Wealth Management
Florida
$1.17M +$198K +1,264 +20%
BC
640
Bowman & Company
Wisconsin
$1.17M +$179K +1,145 +18%
ADL
641
Asset Dedication LLC
California
$1.16M -$53.1K -339 -4%
BFEC
642
Benjamin F. Edwards & Company
Missouri
$1.15M -$14.2K -91 -1%
CPA
643
Court Place Advisors
Maryland
$1.14M
AWM
644
Apollon Wealth Management
South Carolina
$1.14M -$108K -687 -8%
KWM
645
Keebeck Wealth Management
Illinois
$1.13M
Capstone Investment Advisors
646
Capstone Investment Advisors
New York
$1.13M +$1.17M +7,450 New
TW
647
TrinityPoint Wealth
Connecticut
$1.13M +$27.4K +175 +2%
SIC
648
Samalin Investment Counsel
New York
$1.11M +$22.7K +145 +2%
IFWM
649
Institute for Wealth Management
Colorado
$1.11M
1IA
650
1620 Investment Advisors
Massachusetts
$1.11M

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.