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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
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$74.6M -$1.13M -7,215 -1%
Citigroup
77
Citigroup
New York
$72.8M +$17M +108,333 +29%
Citadel Advisors
78
Citadel Advisors
Florida
$72.4M -$142M -905,162 -65%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$68M
First Trust Advisors
80
First Trust Advisors
Illinois
$65.4M +$2.23M +14,241 +3%
Barclays
81
Barclays
United Kingdom
$60.8M -$57.8M -369,509 -48%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$58.7M -$30.7M -196,228 -34%
SAM
83
Silvercrest Asset Management
New York
$58.2M +$116K +740 +0.2%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$56.8M +$322K +2,057 +0.6%
Canada Life
85
Canada Life
Manitoba, Canada
$54.3M -$10.4M -66,283 -16%
Retirement Systems of Alabama
86
Retirement Systems of Alabama
Alabama
$54.1M -$3.59M -22,919 -6%
AII
87
AGF Investments Inc
Ontario, Canada
$53.5M +$45.2M +288,701 +450%
Prudential Financial
88
Prudential Financial
New Jersey
$53.2M -$448K -2,862 -0.8%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$53M +$1.85M +11,833 +4%
HA
90
Homestead Advisers
Virginia
$52.2M -$861K -5,500 -2%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$51M +$2.12M +13,551 +4%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$49.5M -$10.6M -67,500 -17%
FMI
93
Factory Mutual Insurance
Massachusetts
$49.5M -$1.75M -11,200 -3%
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$49.3M -$4.15M -26,479 -8%
KBC Group
95
KBC Group
Belgium
$48.4M -$7.53M -48,115 -13%
MIFH
96
Migdal Insurance & Financial Holdings
Israel
$47.8M +$7.04M +45,000 +17%
Mackenzie Financial
97
Mackenzie Financial
Ontario, Canada
$47.6M +$2.32M +14,815 +5%
ORIO
98
Old Republic International (ORI)
Illinois
$47M -$10.7M -68,300 -18%
State of Wisconsin Investment Board
99
State of Wisconsin Investment Board
Wisconsin
$45.9M +$12.6M +80,658 +36%
FWIA
100
Fort Washington Investment Advisors
Ohio
$45.7M +$874K +5,583 +2%

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.