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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
OPS
901
Orion Portfolio Solutions
Nebraska
$392K -$33.4K -239 -7%
VFA
902
Valeo Financial Advisors
Indiana
$392K +$7.83K +56 +2%
JIP
903
Jaffetilchin Investment Partners
Florida
$392K +$435K +3,112 New
WSCM
904
Wellington Shields Capital Management
New York
$390K
SFG
905
SevenBridge Financial Group
Pennsylvania
$389K
TF
906
Tompkins Financial
New York
$387K
MFGM
907
Marshall Financial Group (Maryland)
Maryland
$386K
ADMI
908
Albert D. Mason Inc
Massachusetts
$385K -$4.06K -29 -0.9%
BDFN
909
Bond & Devick Financial Network
Minnesota
$384K
WPC
910
Waters Parkerson & Co
Louisiana
$384K
MFS
911
Mirabella Financial Services
United Kingdom
$380K +$421K +3,010 New
GSB
912
Greenfield Savings Bank
Massachusetts
$380K +$422K +3,015 New
CAM
913
Cozad Asset Management
Illinois
$379K +$14K +100 +3%
LW
914
Linscomb Wealth
Texas
$374K -$14.1K -101 -3%
MIM
915
MTM Investment Management
South Carolina
$373K +$54.6K +390 +15%
UAML
916
US Asset Management LLC
Pennsylvania
$372K
MIP
917
Marietta Investment Partners
Wisconsin
$370K -$71.3K -510 -15%
PTC
918
Philadelphia Trust Company
Pennsylvania
$370K
ACM
919
AUA Capital Management
Pennsylvania
$369K
KWM
920
KerberRose Wealth Management
Wisconsin
$369K +$410K +2,929 New
CFA
921
Capstone Financial Advisors
Illinois
$368K
KA
922
KLCM Advisors
Wisconsin
$365K -$14.7K -105 -3%
GAM
923
Gemmer Asset Management
California
$365K -$560 -4 -0.1%
FCFC
924
First Commonwealth Financial Corp
Pennsylvania
$365K +$7.41K +53 +2%
DBIA
925
Dumont & Blake Investment Advisors
New Jersey
$364K -$13.3K -95 -3%

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.