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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
CCA
726
Checchi Capital Advisers
California
$717K -$99.7K -713 -13%
PWP
727
Principle Wealth Partners
Connecticut
$713K +$78.3K +560 +11%
KF
728
Krilogy Financial
Missouri
$709K +$5.88K +42 +0.8%
SIA
729
Schechter Investment Advisors
Michigan
$708K -$221K -1,577 -22%
NB
730
Northwest Bancshares
Pennsylvania
$708K
SWM
731
Spire Wealth Management
Virginia
$703K -$191K -1,365 -20%
CH
732
Canton Hathaway
Rhode Island
$700K
CLOS
733
Compagnie Lombard Odier SCmA
Switzerland
$697K
HA
734
Herold Advisors
New York
$696K +$14.7K +105 +2%
BWM
735
Biltmore Wealth Management
Arizona
$695K -$8.11K -58 -1%
ECM
736
Element Capital Management
New York
$694K -$7.22M -51,612 -90%
OIA
737
Optimum Investment Advisors
Illinois
$693K
CG
738
Caprock Group
Idaho
$685K +$5.32K +38 +0.7%
SBIA
739
Sheaff Brock Investment Advisors
Indiana
$682K -$28K -200 -4%
ST
740
Smithfield Trust
Pennsylvania
$682K
CFG
741
Cooper Financial Group
California
$681K +$57.2K +409 +8%
TAIM
742
TD Ameritrade Investment Management
Nebraska
$680K -$233K -1,665 -24%
DWT
743
Dorsey & Whitney Trust
South Dakota
$672K +$38K +272 +5%
CCA
744
Cobblestone Capital Advisors
New York
$670K +$2.1K +15 +0.3%
TCM
745
Twin Capital Management
Pennsylvania
$669K -$6.99K -50 -0.9%
EM
746
Excalibur Management
Massachusetts
$666K
MCWA
747
Meadow Creek Wealth Advisors
Georgia
$665K +$10.1K +72 +1%
HC
748
Henshaw Capital
Massachusetts
$658K +$6.29K +45 +0.9%
SI
749
Saxon Interests
Texas
$655K +$728K +5,201 New
SDWMA
750
Schneider Downs Wealth Management Advisors
Pennsylvania
$653K

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.