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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
MGP
701
Metis Global Partners
California
$956K +$442K +2,825 +81%
FG
702
Foster Group
Iowa
$950K +$313 +2 +0%
AAM
703
Azzad Asset Management
Virginia
$937K +$186K +1,190 +24%
MBT
704
Montecito Bank & Trust
California
$933K +$7.83K +50 +0.8%
WS
705
Wedbush Securities
California
$932K -$341K -2,176 -26%
FPF
706
First Pacific Financial
Washington
$930K +$5.32K +34 +0.6%
SDIC
707
South Dakota Investment Council
South Dakota
$929K -$858K -5,480 -47%
HI
708
Horizon Investments
North Carolina
$928K +$116K +743 +14%
SACTSONJ
709
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$911K
CSIA
710
Carl Stuart Investment Advisor
Texas
$911K +$93.9K +600 New
IGGA
711
Iron Gate Global Advisors
Utah
$910K -$6.58K -42 -0.7%
FCCM
712
First City Capital Management
Georgia
$910K +$9.71K +62 +1%
ACM
713
AlphaStar Capital Management
North Carolina
$905K +$9.55K +61 +1%
GT
714
Glenview Trust
Kentucky
$903K +$5.01K +32 +0.5%
CS
715
Capital Square
Tennessee
$895K
VCM
716
Virtue Capital Management
Tennessee
$892K -$2.04K -13 -0.2%
ACM
717
Azimuth Capital Management
Michigan
$887K -$2.55M -16,290 -74%
PP
718
PDS Planning
Ohio
$887K +$12.7K +81 +1%
IFS
719
Ifrah Financial Services
Arkansas
$880K +$4.07K +26 +0.5%
BL
720
Balentine LLC
Georgia
$877K +$550K +3,516 +155%
JCM
721
Jacobi Capital Management
Pennsylvania
$875K +$75.1K +480 +9%
APA
722
American Portfolios Advisors
New York
$874K -$1.68M -10,718 -65%
CI
723
Cigna Investments
Connecticut
$869K -$520K -3,320 -37%
LFAS
724
Level Four Advisory Services
Texas
$865K -$7.37M -47,078 -89%
Twin Tree Management
725
Twin Tree Management
Texas
$862K +$848K +5,414 +2,051%

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.