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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
DP
801
Dearborn Partners
Illinois
$644K
GLA
802
Great Lakes Advisors
Illinois
$641K -$2.26M -14,438 -77%
IWC
803
Integrated Wealth Concepts
Massachusetts
$640K -$38.5K -246 -6%
STAS
804
Strong Tower Advisory Services
Minnesota
$640K -$17.8K -114 -3%
LFM
805
LGT Fund Management
Liechtenstein
$638K
RIA
806
Realta Investment Advisors
Delaware
$636K +$34.8K +222 +6%
GDP
807
Great Diamond Partners
Maine
$633K +$24.6K +157 +4%
IPW
808
Inlet Private Wealth
Florida
$629K +$2.04K +13 +0.3%
SAM
809
Seelaus Asset Management
New Jersey
$628K -$3.91K -25 -0.6%
AWE
810
Avidian Wealth Enterprises
Texas
$625K -$146K -934 -18%
OFS
811
Oldfather Financial Services
Nebraska
$625K -$313 -2 -0%
BCM
812
Bayesian Capital Management
New York
$623K +$643K +4,107 New
NL
813
NWAM LLC
Washington
$622K -$34.4K -220 -5%
VWM
814
Valley Wealth Managers
New Jersey
$618K -$2.04K -13 -0.3%
SAA
815
Southeast Asset Advisors
Georgia
$618K
BWA
816
BDO Wealth Advisors
Florida
$611K +$17.4K +111 +3%
HBT
817
Heartland Bank & Trust
Illinois
$605K -$325K -2,073 -34%
EWA
818
EP Wealth Advisors
California
$598K -$9.55K -61 -2%
HWM
819
HB Wealth Management
Georgia
$596K +$249K +1,591 +68%
CDH
820
Charles D. Hyman
$595K
FFM
821
Forum Financial Management
Illinois
$593K +$1.72K +11 +0.3%
MW
822
Marcum Wealth
Ohio
$590K -$29.9K -191 -5%
APP
823
Avantax Planning Partners
Iowa
$581K +$16.8K +107 +3%
RCS
824
Retirement Capital Strategies
California
$577K
M
825
MOTCO
Texas
$576K -$8.11M -51,776 -93%

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.