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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
BDF
1026
Balasa Dinverno & Foltz
$324K -$22.1K -141 -6%
RWA
1027
RGT Wealth Advisors
Texas
$323K
OCG
1028
Opus Capital Group
Ohio
$322K
BWP
1029
BSW Wealth Partners
Colorado
$320K +$38.7K +247 +13%
CIM
1030
Contravisory Investment Management
Massachusetts
$318K -$60K -383 -15%
CAM
1031
CenterStar Asset Management
Illinois
$318K
CFO
1032
Collective Family Office
Pennsylvania
$318K +$36.3K +232 +12%
NGA
1033
Naples Global Advisors
Florida
$315K
RCM
1034
Raleigh Capital Management
North Carolina
$315K +$1.41K +9 +0.4%
PCA
1035
Pallas Capital Advisors
Massachusetts
$314K -$24.4K -156 -6%
OR
1036
Olympiad Research
Connecticut
$314K +$21K +134 +7%
MWM
1037
Mission Wealth Management
California
$313K -$3.13K -20 -1%
WG
1038
Welch Group
Alabama
$312K +$322K +2,056 New
CIC
1039
Chilton Investment Company
Connecticut
$311K -$24.9K -159 -7%
CB
1040
Community Bank
New York
$310K
IA
1041
Insight Advisors
Pennsylvania
$308K +$61.1K +390 +24%
EW
1042
Evoke Wealth
California
$307K -$14.1K -90 -4%
V
1043
VeraBank
Texas
$307K -$6.26K -40 -2%
OTPPB
1044
Ontario Teachers' Pension Plan Board
Ontario, Canada
$306K +$315K +2,014 New
WA
1045
WealthTrust Axiom
Pennsylvania
$305K
MFA
1046
Mayflower Financial Advisors
Massachusetts
$305K +$47.4K +303 +18%
MFC
1047
Mechanics Financial Corp
Ohio
$304K
PFS
1048
Prospera Financial Services
Texas
$303K -$60.7K -388 -16%
CC
1049
Courier Capital
New York
$301K -$28.2K -180 -8%
GIA
1050
GHP Investment Advisors
Colorado
$300K +$310K +1,978 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.