We are live on ! Find out more

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
SG Americas Securities
751
SG Americas Securities
New York
$652K -$810K -5,790 -53%
RA
752
RFG Advisory
Alabama
$652K +$15.1K +108 +3%
EWM
753
Evermay Wealth Management
Virginia
$650K -$33.7K -241 -4%
SC
754
Savant Capital
Illinois
$646K +$34.1K +244 +5%
LFAS
755
Level Four Advisory Services
Texas
$645K -$81.6K -583 -10%
APA
756
American Portfolios Advisors
New York
$644K -$90.4K -646 -11%
Luther King Capital Management (LKCM)
757
Luther King Capital Management (LKCM)
Texas
$641K -$82.8K -592 -10%
FMII
758
Farmers & Merchants Investments Inc
Nebraska
$638K -$46.9K -335 -6%
MW
759
Marcum Wealth
Ohio
$638K +$164K +1,175 +30%
GRP
760
Global Retirement Partners
California
$635K -$33.3K -238 -5%
KIG
761
Kowal Investment Group
Wisconsin
$635K +$2.1K +15 +0.3%
SC
762
SouthState Corp
Florida
$635K +$31.3K +224 +5%
CI Investments Inc
763
CI Investments Inc
Ontario, Canada
$634K -$186K -1,330 -21%
IWC
764
Integrated Wealth Concepts
Massachusetts
$634K +$113K +811 +19%
CSPIA
765
Cary Street Partners Investment Advisory
Virginia
$634K +$461K +3,297 +190%
TYCC
766
Texas Yale Capital Corp
Florida
$632K +$44.1K +315 +7%
RWM
767
Ritholtz Wealth Management
New York
$626K -$202K -1,444 -23%
QCM
768
Quantinno Capital Management
New York
$620K +$333K +2,377 +93%
TC
769
Telemus Capital
Michigan
$618K -$979 -7 -0.1%
NB
770
Nicolet Bankshares
Wisconsin
$618K +$41.5K +297 +6%
KLC
771
Knowledge Leaders Capital
Colorado
$613K -$1.57M -11,238 -70%
IWA
772
IVC Wealth Advisors
Pennsylvania
$612K +$3.78K +27 +0.6%
ISWM
773
Independent Solutions Wealth Management
New York
$612K -$208K -1,490 -23%
LIM
774
Leavell Investment Management
Alabama
$610K
FWM
775
Frontier Wealth Management
Missouri
$606K -$1.4K -10 -0.2%

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.