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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
WI
801
Wahed Invest
New York
$538K -$58.3K -417 -9%
P
802
Pitcairn
Pennsylvania
$537K -$103K -734 -15%
EFSCE
803
Enterprise Financial Services Corp (EFSC)
Missouri
$536K -$10.1K -72 -2%
HIM
804
Hotaling Investment Management
Pennsylvania
$535K -$28K -200 -4%
AWE
805
Avidian Wealth Enterprises
Texas
$535K +$18.7K +134 +3%
DP
806
Dearborn Partners
Illinois
$531K -$4.2K -30 -0.7%
FFS
807
Founders Financial Securities
Maryland
$530K +$136K +974 +30%
LFM
808
LGT Fund Management
Liechtenstein
$529K
BL
809
Balentine LLC
Georgia
$527K -$224K -1,601 -28%
IPW
810
Inlet Private Wealth
Florida
$524K +$2.1K +15 +0.4%
SAM
811
Seelaus Asset Management
New Jersey
$521K
NL
812
NWAM LLC
Washington
$519K +$1.96K +14 +0.3%
HWM
813
HB Wealth Management
Georgia
$519K +$26.2K +187 +5%
LGF
814
LGT Group Foundation
Liechtenstein
$517K -$2.98M -21,300 -84%
RCS
815
Retirement Capital Strategies
California
$516K
SAA
816
Southeast Asset Advisors
Georgia
$513K
BIA
817
Bigelow Investment Advisors
Maine
$513K +$42.7K +305 +8%
HBT
818
Heartland Bank & Trust
Illinois
$512K +$11.3K +81 +2%
SWA
819
SFMG Wealth Advisors
Texas
$508K +$85.9K +614 +18%
FMAEN1
820
Fund Management at Engine No 1
California
$508K +$91.8K +656 +19%
TP
821
Tranquility Partners
Tennessee
$506K +$327K +2,338 +139%
BWA
822
BDO Wealth Advisors
Florida
$503K -$4.76K -34 -0.8%
CAM
823
Covenant Asset Management
New Jersey
$502K +$54.3K +388 +11%
PCM
824
Parsons Capital Management
Rhode Island
$500K -$65.5K -468 -11%
WSTAM
825
Wilbanks Smith & Thomas Asset Management
Virginia
$500K +$11.6K +83 +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.