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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
PTC
676
Private Trust Company
Ohio
$875K -$259K -1,854 -21%
SIAP
677
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$874K -$21K -150 -2%
RC
678
Roundview Capital
New Jersey
$870K
SW
679
SVB Wealth
Massachusetts
$867K +$71.1K +508 +8%
CBFP
680
Cedar Brook Financial Partners
Ohio
$866K +$203K +1,450 +27%
DBRC
681
D.B. Root & Company
Pennsylvania
$853K +$4.76K +34 +0.5%
BFM
682
Boston Financial Management
Massachusetts
$851K +$168K +1,203 +22%
RCIM
683
Red Cedar Investment Management
Michigan
$847K
PFC
684
Phocas Financial Corp
California
$846K
SMC
685
Smith, Moore & Co
Missouri
$845K +$44.8K +320 +5%
CFN
686
Cordasco Financial Network
Florida
$844K +$10.4K +74 +1%
SWM
687
SeaCrest Wealth Management
New York
$841K -$17.1K -122 -2%
BC
688
Burney Company
Virginia
$838K -$62.9K -450 -6%
SC
689
Scotia Capital
Ontario, Canada
$832K +$22.8K +163 +3%
DIP
690
DT Investment Partners
Pennsylvania
$821K +$19.9K +142 +2%
S
691
SignatureFD
Georgia
$817K -$112K -800 -11%
FWP
692
FAS Wealth Partners
Kansas
$812K +$151K +1,078 +20%
WA
693
Wealth Alliance
New York
$811K -$265K -1,897 -23%
CBT
694
CoreFirst Bank & Trust
Kansas
$807K -$66.6K -476 -7%
CIA
695
Capital Investment Advisors
Georgia
$805K -$2.38K -17 -0.3%
PRWA
696
Platte River Wealth Advisors
Colorado
$800K
FPF
697
First Pacific Financial
Washington
$798K +$28.7K +205 +3%
FG
698
Foster Group
Iowa
$793K +$4.34K +31 +0.5%
F
699
F3Logic
Minnesota
$792K +$879K +6,285 New
TSS
700
Two Sigma Securities
New York
$790K +$683K +4,885 +352%

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.