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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
Luther King Capital Management (LKCM)
726
Luther King Capital Management (LKCM)
Texas
$861K -$71.2K -455 -7%
NB
727
Northwest Bancshares
Pennsylvania
$852K -$28.5K -182 -3%
SBIA
728
Sheaff Brock Investment Advisors
Indiana
$852K
KF
729
Krilogy Financial
Missouri
$847K +$313K +2,000 +56%
BWM
730
Biltmore Wealth Management
Arizona
$846K -$2.19K -14 -0.3%
CH
731
Canton Hathaway
Rhode Island
$843K
BFM
732
Boston Financial Management
Massachusetts
$843K +$427K +2,727 +96%
CCA
733
Checchi Capital Advisers
California
$842K +$18.8K +120 +2%
CLOS
734
Compagnie Lombard Odier SCmA
Switzerland
$837K +$73.6K +470 +9%
OIA
735
Optimum Investment Advisors
Illinois
$835K
ST
736
Smithfield Trust
Pennsylvania
$835K +$3.29K +21 +0.4%
Carson Wealth (CWM LLC)
737
Carson Wealth (CWM LLC)
Nebraska
$833K +$107K +681 +14%
CBFP
738
Cedar Brook Financial Partners
Ohio
$823K +$5.32K +34 +0.6%
HA
739
Herold Advisors
New York
$823K +$15.3K +98 +2%
FMII
740
Farmers & Merchants Investments Inc
Nebraska
$819K -$132K -840 -13%
EWM
741
Evermay Wealth Management
Virginia
$819K -$124K -795 -13%
CG
742
Caprock Group
Idaho
$819K +$18.9K +121 +2%
FL
743
Fort LP
Maryland
$819K +$277K +1,768 +49%
TCM
744
Teza Capital Management
Illinois
$818K +$283K +1,810 +51%
FWP
745
FAS Wealth Partners
Kansas
$815K +$241K +1,541 +40%
TCM
746
Twin Capital Management
Pennsylvania
$814K
CCM
747
Coldstream Capital Management
Washington
$808K -$74.4K -475 -8%
CCA
748
Cobblestone Capital Advisors
New York
$805K -$17.5K -112 -2%
EM
749
Excalibur Management
Massachusetts
$802K -$3.13K -20 -0.4%
BAM
750
Belpointe Asset Management
Nevada
$800K +$342K +2,185 +71%

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.