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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
H
1001
HoyleCohen
California
$347K -$49.9K -319 -12%
KWMG
1002
King Wealth Management Group
Florida
$347K
BFPW
1003
BOK Financial Private Wealth
Colorado
$347K +$70.4K +450 +24%
BFG
1004
Barber Financial Group
Kansas
$347K +$358K +2,289 New
OWP
1005
Obermeyer Wealth Partners
Colorado
$346K
HA
1006
Harfst & Associates
Wyoming
$345K +$118K +756 +50%
WBC
1007
West Branch Capital
Massachusetts
$344K -$22.7K -145 -6%
SPWG
1008
Sage Private Wealth Group
Illinois
$344K +$36.6K +234 +12%
SC
1009
Steph & Co
Wisconsin
$342K -$154K -982 -30%
MA
1010
Mutual Advisors
Nebraska
$342K +$3.76K +24 +1%
VHAM
1011
Van Hulzen Asset Management
California
$341K -$1.62M -10,331 -82%
NIM
1012
NuWave Investment Management
New Jersey
$340K +$202K +1,290 +136%
FFA
1013
First Foundation Advisors
California
$338K +$122K +781 +54%
VCA
1014
Verdence Capital Advisors
Maryland
$337K -$189K -1,205 -35%
CAMG
1015
CWA Asset Management Group
Florida
$337K +$10K +64 +3%
RMCM
1016
Reynders McVeigh Capital Management
Massachusetts
$336K +$31.3K +200 +10%
WAM
1017
Wakefield Asset Management
Colorado
$333K +$31.9K +204 +10%
SFG
1018
Sather Financial Group
Texas
$332K +$18.6K +119 +6%
MGIA
1019
Moneta Group Investment Advisors
Missouri
$330K +$38.7K +247 +13%
SIM
1020
SSI Investment Management
California
$329K -$3.29K -21 -1%
SWM
1021
Sendero Wealth Management
Texas
$327K +$18.8K +120 +6%
MCM
1022
Murphy Capital Management
New Jersey
$326K -$163K -1,040 -33%
BCM
1023
Brookstone Capital Management
Illinois
$325K -$13.3K -85 -4%
PCM
1024
Pointe Capital Management
Michigan
$325K +$8.45K +54 +3%
RT
1025
Rockland Trust
Massachusetts
$325K +$335K +2,143 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.