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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
LW
901
Linscomb Wealth
Texas
$466K -$40.7K -260 -8%
PI
902
PFS Investments
Georgia
$466K +$179K +1,144 +59%
TF
903
Tompkins Financial
New York
$466K +$481K +3,071 New
MFGM
904
Marshall Financial Group (Maryland)
Maryland
$465K -$39.1K -250 -8%
VFA
905
Valeo Financial Advisors
Indiana
$463K +$227K +1,449 +90%
WPC
906
Waters Parkerson & Co
Louisiana
$462K -$7.04K -45 -1%
BDFN
907
Bond & Devick Financial Network
Minnesota
$462K
Fisher Asset Management
908
Fisher Asset Management
Washington
$461K -$106K -677 -18%
BHWM
909
Bar Harbor Wealth Management
New Hampshire
$461K -$8.45K -54 -2%
TPA
910
Trivium Point Advisory
Connecticut
$460K +$69.5K +444 +16%
SC
911
Saiph Capital
New Jersey
$460K +$1.41K +9 +0.3%
GVAG
912
Great Valley Advisor Group
Delaware
$459K
KA
913
KLCM Advisors
Wisconsin
$456K
ACM
914
Alethea Capital Management
Washington
$455K
HWAM
915
Hennion & Walsh Asset Management
New Jersey
$454K -$360K -2,298 -43%
SIM
916
Sentry Investment Management
Wisconsin
$453K -$78.6K -502 -14%
DBIA
917
Dumont & Blake Investment Advisors
New Jersey
$453K -$50.9K -325 -10%
SCM
918
Shelton Capital Management
Colorado
$452K
IWA
919
IBEX Wealth Advisors
New Jersey
$452K +$278K +1,775 +148%
VanEck Associates
920
VanEck Associates
New York
$451K +$465K +2,970 New
UAML
921
US Asset Management LLC
Pennsylvania
$448K
ACM
922
AUA Capital Management
Pennsylvania
$445K
PTC
923
Philadelphia Trust Company
Pennsylvania
$445K +$1.25K +8 +0.3%
CFA
924
Capstone Financial Advisors
Illinois
$444K
CAM
925
Cozad Asset Management
Illinois
$441K

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.