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1,364 hedge funds and large institutions have $41B invested in Eaton in 2022 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 519 increasing their positions, 500 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $322M | Put options by funds: $123M

4% more repeat investments, than reductions

Existing positions increased: 519 | Existing positions reduced: 500

0.73% more ownership

Funds ownership: 80.93%81.66% (+0.73%)

4% less funds holding

Funds holding: 1,4161,364 (-52)

16% less capital invested

Capital invested by funds: $49B → $41B (-$7.99B)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

23% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 130

Holders
1,364
Holders Change
-52
Holders Change %
-3.67%
% of All Funds
22.98%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.25%
New
100
Increased
519
Reduced
500
Closed
130
Calls
$322M
Puts
$123M
Net Calls
+$199M
Net Calls Change
-$38.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ERIC
651
Eagle Rock Investment Company
Georgia
$976K
CAC
652
Core Alternative Capital
Georgia
$975K +$575K +4,113 +113%
ADL
653
Asset Dedication LLC
California
$969K +$3.22K +23 +0.3%
BFEC
654
Benjamin F. Edwards & Company
Missouri
$966K +$15K +107 +1%
CPA
655
Court Place Advisors
Maryland
$947K
1IA
656
1620 Investment Advisors
Massachusetts
$946K +$152K +1,087 +17%
SIC
657
Samalin Investment Counsel
New York
$943K +$19.2K +137 +2%
Carson Wealth (CWM LLC)
658
Carson Wealth (CWM LLC)
Nebraska
$941K +$277K +1,979 +36%
MNBTD
659
Moody National Bank Trust Division
Texas
$932K +$560K +4,003 +118%
BRWA
660
B. Riley Wealth Advisors
Florida
$926K -$87.8K -628 -8%
TW
661
TrinityPoint Wealth
Connecticut
$926K -$11.1K -79 -1%
IFWM
662
Institute for Wealth Management
Colorado
$923K +$140 +1 +0%
WMA
663
West Michigan Advisors
Michigan
$922K +$64.6K +462 +7%
AWM
664
Apollon Wealth Management
South Carolina
$919K -$28.7K -205 -3%
SCI
665
S&CO Inc
Massachusetts
$918K +$40.6K +290 +4%
SAM
666
Sawgrass Asset Management
Florida
$911K -$140 -1 -0%
TCM
667
Teza Capital Management
Illinois
$905K +$251K +1,796 +33%
CA
668
CoreCap Advisors
Michigan
$904K -$271K -1,934 -21%
CIBC World Market
669
CIBC World Market
Ontario, Canada
$902K +$23.9K +171 +2%
PWM
670
Palumbo Wealth Management
New York
$898K +$31.2K +223 +3%
LC
671
LCNB Corp
Ohio
$888K -$32.2K -230 -3%
OF
672
Outfitter Financial
Maine
$882K
WANY
673
Wealthspire Advisors (New York)
New York
$881K +$67.8K +485 +7%
EP
674
Eudaimonia Partners
Tennessee
$881K +$75.3K +538 +8%
JIC
675
Johnson Investment Counsel
Ohio
$878K +$87.4K +625 +10%

ETN Hedge Fund Activity: Q2 2022 in Review

1,364 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2022, worth a combined $41B — down 16% from $49B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of ETN and 100 opened new positions — a net loss of 30 holders — while 500 trimmed existing stakes and 519 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $582M. The largest seller was Norges Bank, cutting an estimated $195M.

  • 1,364 institutional investors held Eaton (ETN) as of Q2 2022, down from 1,416 in Q1 2022.
  • Funds reported $41B of Eaton stock for Q2 2022, down 16% quarter-over-quarter.
  • 100 funds opened new Eaton positions in Q2 2022 and 130 closed out, a net change of -30 holders.
  • The largest Eaton buyer in Q2 2022 was T. Rowe Price Associates, an estimated $582M added.
  • The largest Eaton seller in Q2 2022 was Norges Bank, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2022.