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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
KW
976
KWB Wealth
California
$370K
Los Angeles Capital Management
977
Los Angeles Capital Management
California
$369K +$26.5K +169 +7%
CAG
978
Csenge Advisory Group
Florida
$369K +$81.7K +522 +27%
AG
979
Appleton Group
Wisconsin
$368K
WCA
980
Waratah Capital Advisors
Ontario, Canada
$367K -$2.81M -17,923 -88%
MCM
981
Mengis Capital Management
Oregon
$366K
SVWAG
982
Sound View Wealth Advisors Group
Georgia
$365K +$27.2K +174 +8%
BOM
983
Bank of Marin
California
$364K -$15.7K -100 -4%
HC
984
Hourglass Capital
Texas
$364K
SMH
985
Sanders Morris Harris
Texas
$364K
PWMAG
986
Pinnacle Wealth Management Advisory Group
New Jersey
$362K
TSWM
987
Tyler-Stone Wealth Management
Ohio
$361K
1SB
988
1ST Source Bank
Indiana
$361K +$52.4K +335 +16%
GG
989
Gofen & Glossberg
Illinois
$360K
AC
990
Avestar Capital
New York
$360K +$104K +663 +39%
BP
991
Ballentine Partners
Massachusetts
$359K -$62.8K -401 -14%
MCM
992
Monument Capital Management
Virginia
$358K -$3.08M -19,694 -89%
T
993
TCWP
Ohio
$356K -$69.2K -442 -16%
FF
994
FourThought Financial
Florida
$356K +$21.8K +139 +6%
PAA
995
Peregrine Asset Advisers
Oregon
$355K -$4.18M -26,685 -92%
AAS
996
Ameritas Advisory Services
Nebraska
$355K +$135K +862 +58%
LWAC
997
Laurel Wealth Advisors (California)
California
$352K -$35.2K -225 -9%
OIA
998
OneDigital Investment Advisors
Kansas
$350K +$61.8K +395 +21%
KTA
999
Keeley-Teton Advisors
Illinois
$349K -$23K -147 -6%
SC
1000
Saturna Capital
Washington
$348K +$359K +2,295 New

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.