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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
Swedbank
51
Swedbank
Sweden
$160M -$502K -3,206 -0.3%
BG
52
Bahl & Gaynor
Ohio
$160M -$43.1M -275,082 -21%
EVM
53
Eaton Vance Management
Massachusetts
$146M +$1.72M +11,007 +1%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$146M -$24.7M -157,576 -14%
Lazard Asset Management
55
Lazard Asset Management
New York
$141M +$1.59M +10,168 +1%
AQR Capital Management
56
AQR Capital Management
Connecticut
$139M -$14M -89,381 -9%
WHG
57
Westwood Holdings Group
Texas
$136M +$10.4M +66,305 +8%
AT
58
AMF Tjänstepension
Sweden
$126M +$69.2M +442,346 +113%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$126M +$7.66M +48,954 +6%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$122M -$8.5M -54,264 -6%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$121M -$464K -2,965 -0.4%
DekaBank Deutsche Girozentrale
62
DekaBank Deutsche Girozentrale
Germany
$121M -$7.38M -47,169 -6%
Korea Investment Corp
63
Korea Investment Corp
South Korea
$120M -$1.64M -10,503 -1%
EAM
64
Eagle Asset Management
Florida
$118M -$29.8M -190,178 -20%
LPU
65
Lansdowne Partners (UK)
United Kingdom
$109M -$38.1M -243,682 -25%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$106M -$6.27M -40,037 -5%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$102M +$3.53M +22,525 +3%
EIP
68
Epoch Investment Partners
New York
$94.3M +$9.56M +61,064 +11%
1832 Asset Management
69
1832 Asset Management
Ontario, Canada
$88M -$17.9M -114,364 -16%
CB
70
Commerce Bank
Missouri
$87.9M +$3.36M +21,459 +4%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$86.3M -$2.74M -17,530 -3%
CAM
72
Congress Asset Management
Massachusetts
$84.1M -$36.6K -234 -0%
Victory Capital Management
73
Victory Capital Management
Texas
$76M -$40.9M -261,563 -34%
Principal Financial Group
74
Principal Financial Group
Iowa
$76M -$857K -5,477 -1%
Truist Financial
75
Truist Financial
North Carolina
$75.4M +$2.36M +15,094 +3%

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.