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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
BRWM
676
B. Riley Wealth Management
Tennessee
$1.02M -$31.5K -201 -3%
Simplex Trading
677
Simplex Trading
Illinois
$1.02M +$1.05M +6,707 New
CFN
678
Cordasco Financial Network
Florida
$1M
IC
679
IEQ Capital
California
$1M +$115K +732 +12%
WP
680
WealthShield Partners
North Carolina
$1M +$307K +1,960 +42%
ED
681
Exane Derivatives
France
$1M +$217K +1,386 +27%
USCWA
682
U.S. Capital Wealth Advisors
Texas
$999K +$34.3K +219 +3%
AWA
683
Aaron Wealth Advisors
Illinois
$999K +$23.7M +151,608 New
ASGS
684
Alpha Square Group S
New York
$988K +$1.02M +6,508 New
WANY
685
Wealthspire Advisors (New York)
New York
$987K -$408K -2,605 -29%
LA
686
Lifeworks Advisors
Michigan
$979K +$451K +2,884 +81%
EP
687
Eudaimonia Partners
Tennessee
$979K +$1.01M +6,451 New
SC
688
Scotia Capital
Ontario, Canada
$977K -$33.2K -212 -3%
RWM
689
Ritholtz Wealth Management
New York
$973K -$104K -664 -9%
CIA
690
Capital Investment Advisors
Georgia
$973K +$15.5K +99 +2%
SMC
691
Smith, Moore & Co
Missouri
$970K -$5.01K -32 -0.5%
SW
692
SVB Wealth
Massachusetts
$968K -$44.8K -286 -4%
DIP
693
DT Investment Partners
Pennsylvania
$968K +$7.2K +46 +0.7%
IRF
694
IBM Retirement Fund
New York
$967K -$40.9K -261 -4%
CI Investments Inc
695
CI Investments Inc
Ontario, Canada
$966K +$244K +1,557 +32%
PP
696
Paloma Partners
Connecticut
$963K -$2.4M -15,304 -71%
JIC
697
Johnson Investment Counsel
Ohio
$963K -$19.7K -126 -2%
PRWA
698
Platte River Wealth Advisors
Colorado
$963K
ISWM
699
Independent Solutions Wealth Management
New York
$963K -$387K -2,469 -28%
VI
700
Vestcor Inc
New Brunswick, Canada
$957K +$217K +1,385 +28%

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.