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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
BWL
951
Bogart Wealth LLC
Virginia
$342K +$4.48K +32 +1%
SIM
952
Sentry Investment Management
Wisconsin
$341K -$38.7K -277 -9%
AIM
953
Alhambra Investment Management
Florida
$338K
SC
954
Saiph Capital
New Jersey
$337K -$49.2K -352 -12%
1W
955
1776 Wealth
Georgia
$336K
ARG
956
Advisory Resource Group
Oklahoma
$333K -$6.43K -46 -2%
CFS
957
CRA Financial Services
New Jersey
$333K
BWM
958
BigSur Wealth Management
Florida
$332K
FFN
959
Focus Financial Network
Minnesota
$327K -$3.5K -25 -1%
KCM
960
Kornitzer Capital Management
Kansas
$326K
PCIA
961
Prime Capital Investment Advisors
Kansas
$326K +$17.9K +128 +5%
Cohen & Steers
962
Cohen & Steers
New York
$325K +$9.37K +67 +3%
FIM
963
Freedom Investment Management
Connecticut
$324K -$129K -921 -26%
PNC
964
Park National Corp
Ohio
$324K +$12.4K +89 +4%
MCA
965
MSH Capital Advisors
Arizona
$322K
QCG
966
Quadrant Capital Group
Ohio
$319K -$25.6K -183 -7%
AAS
967
Ameritas Advisory Services
Nebraska
$319K +$27.1K +194 +8%
1WA
968
180 Wealth Advisors
Washington
$317K -$43.8K -313 -11%
SWM
969
Sendero Wealth Management
Texas
$317K +$51.1K +365 +17%
BFO
970
Boston Family Office
Massachusetts
$317K +$135K +962 +62%
QOP
971
Quinn Opportunity Partners
Virginia
$315K +$350K +2,500 New
DU
972
Delphia (USA)
Ontario, Canada
$315K +$350K +2,504 New
WIM
973
Wilen Investment Management
Florida
$314K
SB
974
Sunflower Bank
Texas
$313K -$181K -1,296 -34%
MCM
975
Mengis Capital Management
Oregon
$313K +$9.79K +70 +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.