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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
SB
826
Sunflower Bank
Texas
$574K -$6.89K -44 -1%
BIA
827
Bigelow Investment Advisors
Maine
$571K +$13.6K +87 +2%
WSTAM
828
Wilbanks Smith & Thomas Asset Management
Virginia
$570K +$19.1K +122 +3%
DA
829
Dillon & Associates
Michigan
$569K -$3.29K -21 -0.6%
BCA
830
Bay Colony Advisors
Massachusetts
$566K -$74.4K -475 -11%
RSWM
831
Robertson Stephens Wealth Management
California
$565K -$332K -2,121 -36%
DI
832
Diligent Investors
California
$561K
CFFP
833
Center for Financial Planning
Michigan
$561K +$17.4K +111 +3%
MFG
834
Menard Financial Group
Texas
$560K +$94.7K +605 +20%
MPIA
835
Mountain Pacific Investment Advisers
Idaho
$559K -$626 -4 -0.1%
IA
836
IFP Advisors
Florida
$558K +$753K +4,811 +274%
IRC
837
Investors Research Corp
Georgia
$554K +$39.1K +250 +7%
FNBTCON
838
First National Bank & Trust Co of Newtown
Pennsylvania
$552K -$11.7K -75 -2%
EWM
839
Empirical Wealth Management
Washington
$550K -$150K -961 -21%
OPOWM
840
One Plus One Wealth Management
Florida
$550K
CAC
841
Core Alternative Capital
Georgia
$550K +$426K +2,721 +300%
Qube Research & Technologies (QRT)
842
Qube Research & Technologies (QRT)
United Kingdom
$549K +$566K +3,616 New
RTC
843
Riverview Trust Company
Washington
$548K +$38.4K +245 +7%
CAM
844
Covenant Asset Management
New Jersey
$546K
DY
845
Dowling & Yahnke
California
$546K +$60.9K +389 +12%
Fayez Sarofim & Co
846
Fayez Sarofim & Co
Texas
$545K -$10.2K -65 -2%
GWM
847
Geneos Wealth Management
Colorado
$544K +$20.4K +130 +4%
SIG
848
Stonegate Investment Group
Alabama
$543K -$76.2K -487 -12%
Assenagon Asset Management
849
Assenagon Asset Management
Luxembourg
$542K -$33.3K -213 -6%
CGL
850
Clarius Group LLC
Washington
$542K

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.