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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
FB
1001
First Bancorp
Maine
$295K -$26.7K -191 -8%
GG
1002
Gofen & Glossberg
Illinois
$291K -$9.37K -67 -3%
ESCM
1003
Echo Street Capital Management
New York
$291K +$323K +2,309 New
OCM
1004
Orion Capital Management
California
$291K +$323K +2,310 New
BFG
1005
Barber Financial Group
Kansas
$290K +$1.4K +10 +0.4%
H
1006
HoyleCohen
California
$288K
KWMG
1007
King Wealth Management Group
Florida
$288K
CAMG
1008
CWA Asset Management Group
Florida
$288K +$8.95K +64 +3%
WIA
1009
Westbourne Investment Advisors
Maryland
$286K +$80.4K +575 +34%
FWP
1010
Firethorn Wealth Partners
Georgia
$285K -$1.68K -12 -0.6%
KP
1011
Keel Point
Alabama
$284K +$32.7K +234 +14%
FAIM
1012
Financial Advocates Investment Management
Washington
$284K +$316K +2,259 New
TIA
1013
Traphagen Investment Advisors
New Jersey
$280K +$121K +865 New
BMCM
1014
Burns Matteson Capital Management
New York
$280K +$311K +2,224 New
RMCM
1015
Reynders McVeigh Capital Management
Massachusetts
$279K
V
1016
VeraBank
Texas
$278K +$25.5K +182 +9%
WI
1017
Wintrust Investments
Illinois
$277K -$95.3K -681 -24%
MWM
1018
Modera Wealth Management
New Jersey
$277K +$65.3K +467 +27%
Los Angeles Capital Management
1019
Los Angeles Capital Management
California
$276K -$33.9K -242 -10%
PAA
1020
Peregrine Asset Advisers
Oregon
$276K -$20.4K -146 -6%
IA
1021
Insight Advisors
Pennsylvania
$276K -$15.4K -110 -5%
SIM
1022
SSI Investment Management
California
$275K
OR
1023
Olympiad Research
Connecticut
$274K +$14.8K +106 +5%
SS
1024
Sunbelt Securities
Texas
$273K +$49.8K +356 +20%
SB
1025
Strategic Blueprint
Georgia
$273K +$303K +2,169 New

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.