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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
CC
1051
Courier Capital
New York
$250K +$140 +1 +0.1%
FMWA
1052
Forvis Mazars Wealth Advisors
Missouri
$250K +$31.6K +226 +13%
FFMBT
1053
First Farmers & Merchants Bank Trust
Tennessee
$249K +$30.2K +216 +12%
OWP
1054
Obermeyer Wealth Partners
Colorado
$248K -$43.5K -311 -14%
CIM
1055
Contravisory Investment Management
Massachusetts
$248K -$17.2K -123 -6%
MA
1056
Montag & Associates
Georgia
$248K
GWAG
1057
Garrett Wealth Advisory Group
Texas
$248K +$1.4K +10 +0.5%
GIA
1058
GHP Investment Advisors
Colorado
$246K -$4.06K -29 -1%
CC
1059
Corton Capital
Ontario, Canada
$246K +$273K +1,949 New
CCM
1060
Covington Capital Management
California
$245K -$2.24K -16 -0.8%
BHC
1061
Bowen Hanes & Co
Florida
$245K +$5.88K +42 +2%
BJL
1062
Brighton Jones LLC
Washington
$245K +$15.9K +114 +6%
SFS
1063
Summit Financial Strategies
Ohio
$244K +$271K +1,935 New
PCM
1064
Penserra Capital Management
California
$243K +$6.43K +46 +2%
DMBA
1065
Deseret Mutual Benefit Administrators
Utah
$242K
FMLI
1066
Fukoku Mutual Life Insurance
Japan
$242K
MFG
1067
Merit Financial Group
Georgia
$242K
WIC
1068
Woodmont Investment Counsel
Tennessee
$241K
GL
1069
Graypoint LLC
New York
$241K +$59.2K +423 +28%
HPWM
1070
Highland Private Wealth Management
Washington
$240K +$26.6K +190 +11%
RIA
1071
Regal Investment Advisors
Michigan
$239K -$124K -890 -32%
PIM
1072
Perpetual Investment Management
Australia
$239K
ACM
1073
Allred Capital Management
Texas
$238K -$6.16K -44 -2%
FBFS
1074
First Business Financial Services
Wisconsin
$237K
LHC
1075
Little House Capital
Massachusetts
$237K

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.