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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
PWMAG
976
Pinnacle Wealth Management Advisory Group
New Jersey
$313K +$13K +93 +4%
CWA
977
Centennial Wealth Advisory
Michigan
$313K +$152K +1,088 +78%
EWM
978
Empirical Wealth Management
Washington
$312K -$160K -1,143 -32%
LC
979
Landaas & Company
Wisconsin
$312K
ACM
980
Alethea Capital Management
Washington
$309K -$76.9K -550 -18%
MA
981
MONECO Advisors
Connecticut
$309K +$140 +1 +0%
WBC
982
West Branch Capital
Massachusetts
$309K +$25.9K +185 +8%
BWP
983
BSW Wealth Partners
Colorado
$309K +$48.4K +346 +16%
FWTB
984
First Western Trust Bank
Colorado
$308K -$2.52K -18 -0.7%
NGA
985
Naples Global Advisors
Florida
$307K +$49.7K +355 +17%
WW
986
Westshore Wealth
California
$307K +$341K +2,436 New
AG
987
Appleton Group
Wisconsin
$306K
MCM
988
Monument Capital Management
Virginia
$306K +$9.23K +66 +3%
SVWAG
989
Sound View Wealth Advisors Group
Georgia
$303K
TSWM
990
Tyler-Stone Wealth Management
Ohio
$303K +$3.5K +25 +1%
CT
991
Columbia Trust
Oregon
$303K +$47.1K +337 +16%
LSPW
992
Lake Street Private Wealth
Illinois
$302K -$22.4K -160 -6%
HC
993
Hourglass Capital
Texas
$302K
SMH
994
Sanders Morris Harris
Texas
$302K
1SB
995
1ST Source Bank
Indiana
$302K +$2.8K +20 +0.8%
HA
996
Harfst & Associates
Wyoming
$302K +$17.8K +127 +6%
PCA
997
Pallas Capital Advisors
Massachusetts
$301K -$5.88K -42 -2%
BP
998
Ballentine Partners
Massachusetts
$301K +$1.96K +14 +0.6%
OIA
999
OneDigital Investment Advisors
Kansas
$301K +$10.9K +78 +3%
WAM
1000
Wakefield Asset Management
Colorado
$296K +$21.8K +156 +7%

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.