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
ACM
651
Aubrey Capital Management
United Kingdom
$1.11M +$1.12M +7,131 New
S
652
SignatureFD
Georgia
$1.11M +$58.4K +373 +5%
LC
653
LCNB Corp
Ohio
$1.1M -$2.35K -15 -0.2%
SAM
654
Sawgrass Asset Management
Florida
$1.1M +$1.13M +7,232 New
SIA
655
Schechter Investment Advisors
Michigan
$1.09M -$40.1K -256 -3%
BC
656
Burney Company
Virginia
$1.08M +$10.6K +68 +1%
SIAP
657
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.08M -$72.8K -465 -6%
TAIM
658
TD Ameritrade Investment Management
Nebraska
$1.07M +$76.7K +490 +7%
FG
659
Fiduciary Group
Georgia
$1.06M +$2.97K +19 +0.3%
TAM
660
Tocqueville Asset Management
New York
$1.06M +$1.1M +7,008 New
OF
661
Outfitter Financial
Maine
$1.06M
SCI
662
S&CO Inc
Massachusetts
$1.06M +$78.3K +500 +8%
CIBC World Market
663
CIBC World Market
Ontario, Canada
$1.06M -$25.8K -165 -2%
SFI
664
SPC Financial Inc
Maryland
$1.06M +$19.9K +127 +2%
SWM
665
Spire Wealth Management
Virginia
$1.05M -$139K -889 -11%
RC
666
Roundview Capital
New Jersey
$1.05M
PWM
667
Palumbo Wealth Management
New York
$1.05M +$28.3K +181 +3%
CBT
668
CoreFirst Bank & Trust
Kansas
$1.05M
WMA
669
West Michigan Advisors
Michigan
$1.04M +$106K +675 +11%
GSWM
670
Golden State Wealth Management
California
$1.03M -$77.6K -496 -7%
SWM
671
SeaCrest Wealth Management
New York
$1.03M -$4.7K -30 -0.4%
DBRC
672
D.B. Root & Company
Pennsylvania
$1.02M +$30.5K +195 +3%
RCIM
673
Red Cedar Investment Management
Michigan
$1.02M -$411K -2,625 -28%
SFM
674
Signet Financial Management
New Jersey
$1.02M -$853K -5,450 -45%
PFC
675
Phocas Financial Corp
California
$1.02M +$1.05M +6,715 New

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.