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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
Holocene Advisors
51
Holocene Advisors
New York
$136M -$44.5M -318,412 -23%
Swedbank
52
Swedbank
Sweden
$133M +$87.7K +627 +0.1%
CS
53
Credit Suisse
Switzerland
$130M -$24.6M -175,738 -15%
EVM
54
Eaton Vance Management
Massachusetts
$121M -$192K -1,371 -0.1%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$120M -$16.2M -115,673 -11%
Lazard Asset Management
56
Lazard Asset Management
New York
$119M +$2.41M +17,198 +2%
WHG
57
Westwood Holdings Group
Texas
$114M +$1.19M +8,474 +0.9%
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$113M -$5.99M -42,834 -4%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$111M +$11.2M +80,085 +10%
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$109M +$5.47M +39,098 +5%
DekaBank Deutsche Girozentrale
61
DekaBank Deutsche Girozentrale
Germany
$102M +$4.55M +32,524 +4%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$95.6M -$6.63M -47,413 -6%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$88.5M +$3.86M +27,608 +4%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$88.1M +$117K +834 +0.1%
EAM
65
Eagle Asset Management
Florida
$79.8M -$20.5M -146,608 -19%
EIP
66
Epoch Investment Partners
New York
$77.9M -$384K -2,742 -0.4%
Korea Investment Corp
67
Korea Investment Corp
South Korea
$76.9M -$25M -178,746 -23%
1832 Asset Management
68
1832 Asset Management
Ontario, Canada
$73.3M -$799K -5,712 -1%
Millennium Management
69
Millennium Management
New York
$72.6M +$77.5M +553,736 +2,482%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$71.4M -$292K -2,089 -0.4%
Principal Financial Group
71
Principal Financial Group
Iowa
$64.1M +$1.09M +7,757 +2%
CAM
72
Congress Asset Management
Massachusetts
$63.3M -$7.25M -51,809 -9%
Truist Financial
73
Truist Financial
North Carolina
$63M +$528K +3,778 +0.8%
AQR Capital Management
74
AQR Capital Management
Connecticut
$60.2M -$60.4M -431,453 -47%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$59.6M -$2.59M -18,515 -4%

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.