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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
MA
1051
Montag & Associates
Georgia
$299K
GCP
1052
GSA Capital Partners
United Kingdom
$299K +$309K +1,972 New
CCM
1053
Covington Capital Management
California
$298K
GWAG
1054
Garrett Wealth Advisory Group
Texas
$297K +$1.56K +10 +0.5%
SCM
1055
Spreng Capital Management
Ohio
$297K +$1.56K +10 +0.5%
FWP
1056
Firethorn Wealth Partners
Georgia
$295K +$3.76K +24 +1%
ACM
1057
Allred Capital Management
Texas
$294K -$51.2K -327 -14%
DA
1058
DSC Advisors
Illinois
$294K +$106K +678 +54%
BBHC
1059
Brown Brothers Harriman & Co
New York
$293K -$34.3K -219 -10%
RB
1060
Renasant Bank
Mississippi
$293K +$81.1K +518 +37%
DMBA
1061
Deseret Mutual Benefit Administrators
Utah
$292K -$57.3K -366 -16%
MFG
1062
Merit Financial Group
Georgia
$292K +$9.86K +63 +3%
LC
1063
Lindbrook Capital
California
$292K +$65.9K +421 +28%
WIC
1064
Woodmont Investment Counsel
Tennessee
$291K
FMLI
1065
Fukoku Mutual Life Insurance
Japan
$291K +$301K +1,920 New
CT
1066
Columbia Trust
Oregon
$289K +$25.2K +161 +8%
BHC
1067
Bowen Hanes & Co
Florida
$288K
PIM
1068
Perpetual Investment Management
Australia
$288K
PCM
1069
Penserra Capital Management
California
$287K +$17.1K +109 +6%
B
1070
Barings
North Carolina
$286K
TLCM
1071
Twin Lakes Capital Management
California
$286K
HFG
1072
Heron Financial Group
New York
$285K -$25K -160 -8%
PCG
1073
Private Capital Group
Connecticut
$285K -$24.3K -155 -8%
LHC
1074
Little House Capital
Massachusetts
$285K
FBFS
1075
First Business Financial Services
Wisconsin
$285K +$62.6K +400 +27%

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.