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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
JSA
1076
Jacobson & Schmitt Advisors
Wisconsin
$284K
TFS
1077
TrustCore Financial Services
Tennessee
$283K +$3.91K +25 +1%
SS
1078
Sunbelt Securities
Texas
$282K
TWM
1079
Tradition Wealth Management
Minnesota
$282K +$24K +153 +9%
AWC
1080
Abundance Wealth Counselors
Pennsylvania
$282K +$291K +1,856 New
GD
1081
Grandfield & Dodd
New York
$280K
GW
1082
GW & Wade
Massachusetts
$280K +$470 +3 +0.2%
BJL
1083
Brighton Jones LLC
Washington
$278K -$21.4K -137 -7%
BTW
1084
Boston Trust Walden
Massachusetts
$278K
SCG
1085
Sonata Capital Group
Washington
$278K
CG
1086
Clarus Group
Texas
$278K +$14.7K +94 +5%
WT
1087
Washington Trust
Rhode Island
$278K +$32.9K +210 +13%
SRSA
1088
S.R. Schill & Associates
Washington
$276K -$108K -690 -28%
ANTB
1089
AMG National Trust Bank
Colorado
$274K -$201K -1,286 -42%
YWP
1090
YorkBridge Wealth Partners
New York
$274K +$16.9K +108 +6%
IC
1091
Intersect Capital
California
$273K -$47.1K -301 -14%
FC
1092
Ferris Capital
Massachusetts
$273K
A
1093
Astrantus
Cyprus
$273K +$282K +1,800 New
HNWAG
1094
High Net Worth Advisory Group
Florida
$272K
CFA
1095
CWS Financial Advisors
Michigan
$272K +$470 +3 +0.2%
CWM
1096
Cornerstone Wealth Management
Missouri
$267K -$14.1K -90 -5%
GWSG
1097
GPS Wealth Strategies Group
Colorado
$267K +$13.3K +85 +5%
FMWA
1098
Forvis Mazars Wealth Advisors
Missouri
$267K +$14.7K +94 +6%
FFMBT
1099
First Farmers & Merchants Bank Trust
Tennessee
$267K +$18.2K +116 +7%
LFA
1100
Landmark Financial Advisors
Kentucky
$265K

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.