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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
DHFB
851
Dixon Hubard Feinour & Brown
Virginia
$540K
BFS
852
Bradley Foster & Sargent
Connecticut
$536K +$107K +686 +24%
ZCA
853
Zeke Capital Advisors
Pennsylvania
$535K +$552K +3,529 New
FPS
854
Fieldpoint Private Securities
Connecticut
$534K -$113K -722 -17%
MIC
855
Means Investment Company
Maine
$533K +$2.04K +13 +0.4%
FIM
856
Freedom Investment Management
Connecticut
$530K -$1.08M -6,885 -66%
IWM
857
IHT Wealth Management
Illinois
$529K -$8.3K -53 -1%
ESB
858
Essex Savings Bank
Connecticut
$529K -$4.07K -26 -0.7%
LWM
859
Laidlaw Wealth Management
New York
$529K +$29.1K +186 +6%
AFG
860
Allegheny Financial Group
Pennsylvania
$526K
CIA
861
Citadel Investment Advisory
Ohio
$525K -$8.14K -52 -1%
AWP
862
Abacus Wealth Partners
California
$525K -$29.1K -186 -5%
WPA
863
West Paces Advisors
Georgia
$524K +$23.3K +149 +5%
CPO
864
Cerity Partners OCIO
New York
$523K +$157 +1 +0%
MIP
865
Marietta Investment Partners
Wisconsin
$523K +$266K +1,696 +97%
RIA
866
Richwood Investment Advisors
Ohio
$519K -$17.2K -110 -3%
SWA
867
SFMG Wealth Advisors
Texas
$518K -$112K -713 -17%
FPAS
868
Focus Partners Advisor Solutions
Missouri
$518K -$99.6K -636 -16%
GC
869
Gilbert & Cook
Iowa
$516K +$60K +383 +13%
MNBTD
870
Moody National Bank Trust Division
Texas
$515K -$21.4K -137 -4%
GJIC
871
Gamble Jones Investment Counsel
California
$515K
VA
872
Valmark Advisers
Ohio
$515K +$532K +3,396 New
VWA
873
V Wealth Advisors
Kansas
$512K +$63.1K +403 +14%
PIM
874
Penobscot Investment Management
Massachusetts
$512K +$219K +1,400 +71%
FMAEN1
875
Fund Management at Engine No 1
California
$512K +$528K +3,373 New

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.