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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
SIM
776
Stratos Investment Management
Ohio
$715K +$22.2K +142 +3%
ZF
777
Zhang Financial
Michigan
$714K +$18.3K +117 +3%
BSW
778
Buckingham Strategic Wealth
Missouri
$713K -$20.8K -133 -3%
TYCC
779
Texas Yale Capital Corp
Florida
$713K
CGA
780
Crescent Grove Advisors
Illinois
$713K +$11.6K +74 +2%
WI
781
Wahed Invest
New York
$711K -$12.7K -81 -2%
GRP
782
Global Retirement Partners
California
$706K +$826K +5,278 New
NB
783
Nicolet Bankshares
Wisconsin
$699K -$36.3K -232 -5%
FTC
784
Farmers Trust Company
Ohio
$698K -$3.91K -25 -0.5%
EIP
785
Easterly Investment Partners
Massachusetts
$694K -$3.44K -22 -0.5%
PA
786
Profund Advisors
Maryland
$693K -$79.5K -508 -10%
BBA
787
BLB&B Advisors
Pennsylvania
$687K -$47K -300 -6%
GP
788
Girard Partners
Pennsylvania
$679K
FWM
789
Frontier Wealth Management
Missouri
$678K -$59.5K -380 -7%
HIM
790
Hotaling Investment Management
Pennsylvania
$675K +$52.6K +336 +8%
PCM
791
Parsons Capital Management
Rhode Island
$673K -$5.95K -38 -0.8%
IAN
792
Integrated Advisors Network
Texas
$673K +$223K +1,426 +47%
MCM
793
Maryland Capital Management
Maryland
$672K -$107K -685 -13%
OTL
794
Oak Thistle LLC
New York
$671K +$692K +4,421 New
IA
795
Icon Advisers
Colorado
$668K -$250K -1,600 -27%
EA
796
Eudaimonia Advisors
Tennessee
$660K +$53.5K +342 +9%
EFSCE
797
Enterprise Financial Services Corp (EFSC)
Missouri
$657K -$57.8K -369 -8%
FNBT
798
FineMark National Bank & Trust
Florida
$653K -$132K -843 -16%
TWI
799
Thomas White International
Illinois
$653K
RA
800
RFG Advisory
Alabama
$649K +$10.5K +67 +2%

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.