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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
BWL
951
Bogart Wealth LLC
Virginia
$407K
MG
952
Mather Group
Illinois
$407K +$34.9K +223 +9%
1W
953
1776 Wealth
Georgia
$405K +$21.9K +140 +6%
OMC
954
Old Mission Capital
Illinois
$402K +$414K +2,646 New
CFS
955
CRA Financial Services
New Jersey
$401K
BWM
956
BigSur Wealth Management
Florida
$400K
SYBT
957
Stock Yards Bank & Trust
Kentucky
$399K +$113K +725 +38%
FFN
958
Focus Financial Network
Minnesota
$398K +$410K +2,621 New
KFA
959
Krane Funds Advisors
New York
$397K +$71.5K +457 +21%
EMG
960
ETF Managers Group
New Jersey
$396K -$6.43M -41,080 -94%
SIMG
961
Sonora Investment Management Group
Arizona
$396K -$1.72K -11 -0.4%
KCM
962
Kornitzer Capital Management
Kansas
$393K +$9.39K +60 +2%
ACS
963
Archford Capital Strategies
Illinois
$389K -$7.51K -48 -2%
LSPW
964
Lake Street Private Wealth
Illinois
$388K -$94.6K -604 -19%
JSW
965
Journey Strategic Wealth
New Jersey
$388K -$626 -4 -0.2%
MCA
966
MSH Capital Advisors
Arizona
$387K -$7.04K -45 -2%
QCM
967
Quantinno Capital Management
New York
$386K +$196K +1,251 +97%
FB
968
First Bancorp
Maine
$385K -$783 -5 -0.2%
MIM
969
MTM Investment Management
South Carolina
$385K +$29K +185 +8%
Cohen & Steers
970
Cohen & Steers
New York
$381K
FWTB
971
First Western Trust Bank
Colorado
$379K +$382K +2,439 New
PNC
972
Park National Corp
Ohio
$377K
WIM
973
Wilen Investment Management
Florida
$377K
Rafferty Asset Management
974
Rafferty Asset Management
New York
$373K -$247K -1,578 -39%
MA
975
MONECO Advisors
Connecticut
$372K -$3.44K -22 -0.9%

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.