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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
VanEck Associates
826
VanEck Associates
New York
$500K +$139K +995 +34%
NC
827
NovaPoint Capital
Georgia
$499K +$339K +2,425 +158%
FFM
828
Forum Financial Management
Illinois
$498K +$6.29K +45 +1%
PI
829
PFS Investments
Georgia
$497K +$123K +881 +29%
GDP
830
Great Diamond Partners
Maine
$495K -$34.6K -247 -6%
TW
831
Transform Wealth
Colorado
$494K -$7.32M -52,302 -93%
CDH
832
Charles D. Hyman
$494K
MAM
833
Mastrapasqua Asset Management
Tennessee
$491K -$5.28M -37,749 -91%
GWM
834
Geneos Wealth Management
Colorado
$490K +$37.5K +268 +7%
GLA
835
Great Lakes Advisors
Illinois
$488K -$49.1K -351 -8%
CFFP
836
Center for Financial Planning
Michigan
$482K +$18.6K +133 +4%
PWS
837
Peterson Wealth Services
Utah
$481K +$91.1K +651 +21%
VWM
838
Valley Wealth Managers
New Jersey
$477K -$39.9K -285 -7%
DA
839
Dillon & Associates
Michigan
$472K
DI
840
Diligent Investors
California
$466K
NSIM
841
North Star Investment Management
Illinois
$466K +$448K +3,200 +640%
FL
842
Fort LP
Maryland
$465K -$239K -1,705 -32%
MPIA
843
Mountain Pacific Investment Advisers
Idaho
$464K
CI
844
Cigna Investments
Connecticut
$462K -$290K -2,072 -36%
FNBTCON
845
First National Bank & Trust Co of Newtown
Pennsylvania
$459K
DY
846
Dowling & Yahnke
California
$459K +$5.88K +42 +1%
GC
847
Gilbert & Cook
Iowa
$458K +$32.3K +231 +7%
APP
848
Avantax Planning Partners
Iowa
$456K -$29.5K -211 -6%
9WM
849
9258 Wealth Management
Ohio
$454K +$53.2K +380 +12%
WEG
850
World Equity Group
Illinois
$450K +$499K +3,570 New

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.