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1,486 hedge funds and large institutions have $50.6B invested in Eaton in 2022 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 545 increasing their positions, 502 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 81

100% more call options, than puts

Call options by funds: $529M | Put options by funds: $264M

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

16% more capital invested

Capital invested by funds: $43.5B → $50.6B (+$7.06B)

8% more funds holding

Funds holding: 1,3791,486 (+107)

9% more repeat investments, than reductions

Existing positions increased: 545 | Existing positions reduced: 502

0.36% less ownership

Funds ownership: 82.07%81.71% (-0.36%)

Holders
1,486
Holders Change
+107
Holders Change %
+7.76%
% of All Funds
23.89%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
217
Increased
545
Reduced
502
Closed
81
Calls
$529M
Puts
$264M
Net Calls
+$265M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
76
Principal Financial Group
Iowa
$70.4M -$1.96M -12,754 -3%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$68.9M -$1.23M -8,030 -2%
SAM
78
Silvercrest Asset Management
New York
$64.9M +$1.23M +8,027 +2%
Citigroup
79
Citigroup
New York
$64.8M +$549K +3,580 +0.9%
Allianz Asset Management
80
Allianz Asset Management
Germany
$63.8M +$26.2M +170,587 +72%
Korea Investment Corp
81
Korea Investment Corp
South Korea
$62.7M -$36.6M -238,799 -37%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$59.5M +$39.6M +258,230 +211%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$59M +$700K +4,563 +1%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$58.7M +$2.21M +14,397 +4%
First Trust Advisors
85
First Trust Advisors
Illinois
$56.5M -$12.5M -81,354 -18%
LPU
86
Lansdowne Partners (UK)
United Kingdom
$55.9M -$3.3M -21,516 -6%
Zurich Cantonal Bank
87
Zurich Cantonal Bank
Switzerland
$55.4M +$26.4M +172,190 +95%
AM
88
AGF Management
Ontario, Canada
$54.9M +$53.7M +349,987 New
HA
89
Homestead Advisers
Virginia
$53.9M +$15.3K +100 +0%
Retirement Systems of Alabama
90
Retirement Systems of Alabama
Alabama
$53M -$749K -4,886 -1%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$52.4M -$23M -149,993 -31%
FMI
92
Factory Mutual Insurance
Massachusetts
$51.5M -$1.01M -6,600 -2%
Mitsubishi UFJ Trust & Banking
93
Mitsubishi UFJ Trust & Banking
Japan
$50.8M +$15.1M +98,577 +44%
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$50.1M +$1.51M +9,879 +3%
ORIO
95
Old Republic International (ORI)
Illinois
$48.6M
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$47.9M -$1.24M -8,086 -3%
CB
97
Commerce Bank
Missouri
$47.4M -$3.31M -21,599 -7%
APG Asset Management
98
APG Asset Management
Netherlands
$46.4M +$4.55M +29,656 +11%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.7M -$35M -228,184 -44%
Mitsubishi UFJ Asset Management
100
Mitsubishi UFJ Asset Management
Japan
$45.7M +$5.11M +33,324 +13%

ETN Hedge Fund Activity: Q4 2022 in Review

1,486 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2022, worth a combined $50.6B — up 16% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 217 funds opened new ETN positions and 81 closed out — a net gain of 136 holders — while 545 added to existing stakes and 502 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $399M. The largest seller was JP Morgan Chase, cutting an estimated $450M.

  • 1,486 institutional investors held Eaton (ETN) as of Q4 2022, up from 1,379 in Q3 2022.
  • Funds reported $50.6B of Eaton stock for Q4 2022, up 16% quarter-over-quarter.
  • 217 funds opened new Eaton positions in Q4 2022 and 81 closed out, a net change of +136 holders.
  • The largest Eaton buyer in Q4 2022 was Morgan Stanley, an estimated $399M added.
  • The largest Eaton seller in Q4 2022 was JP Morgan Chase, an estimated $450M sold.

Based on aggregated 13F filings for Q4 2022.