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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
OPS
876
Orion Portfolio Solutions
Nebraska
$508K +$9.39K +60 +2%
IA
877
IFG Advisory
Georgia
$507K -$135K -865 -21%
LA
878
LVW Advisors
New York
$505K +$2.5K +16 +0.5%
ITIM
879
Indiana Trust & Investment Management
Indiana
$504K
CT
880
Coastline Trust
Rhode Island
$499K -$3.13K -20 -0.6%
VCAM
881
Van Cleef Asset Management
Ohio
$498K -$50.1K -320 -9%
FW
882
FirstPurpose Wealth
Utah
$498K -$9.24K -59 -2%
RIM
883
Regent Investment Management
Kentucky
$492K -$11K -70 -2%
ZIM
884
Zacks Investment Management
Illinois
$492K +$4.23K +27 +0.8%
9WM
885
9258 Wealth Management
Ohio
$490K +$7.2K +46 +1%
FFS
886
Founders Financial Securities
Maryland
$490K +$58.7K +375 +13%
NCM
887
NCM Capital Management
New Jersey
$488K -$20.7K -132 -4%
XT
888
XTX Topco
Cayman Islands
$483K +$498K +3,184 New
IIC
889
Ironwood Investment Counsel
Arizona
$480K -$90.3K -577 -15%
PWS
890
Peterson Wealth Services
Utah
$480K +$108K +688 +28%
GIA
891
Guyasuta Investment Advisors
Pennsylvania
$479K
HT
892
Heritage Trust
Oklahoma
$479K +$2.66K +17 +0.5%
NW
893
NewEdge Wealth
Pennsylvania
$477K +$290K +1,850 +143%
FFA
894
Founders Financial Alliance
North Carolina
$475K -$62.6K -400 -11%
EFS
895
Essex Financial Services
Connecticut
$473K +$19.6K +125 +4%
WSCM
896
Wellington Shields Capital Management
New York
$470K -$470K -3,000 -49%
AF
897
Advisornet Financial
Minnesota
$470K +$20.7K +132 +4%
SFG
898
SevenBridge Financial Group
Pennsylvania
$469K
CA
899
Continuum Advisory
Idaho
$469K +$7.83K +50 +2%
ADMI
900
Albert D. Mason Inc
Massachusetts
$468K -$1.88K -12 -0.4%

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.