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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
HFG
1076
Heron Financial Group
New York
$236K
MA
1077
MCF Advisors
Kentucky
$236K +$30.1K +215 +13%
JSA
1078
Jacobson & Schmitt Advisors
Wisconsin
$235K
SA
1079
Syntax Advisors
New York
$234K +$28.1K +201 +12%
VCG
1080
Vantage Consulting Group
Virginia
$234K +$28.1K +201 +12%
GIA
1081
Gladstone Institutional Advisory
Florida
$233K -$146K -1,044 -36%
LB
1082
Leo Brokerage
Texas
$232K +$38.3K +274 +17%
AC
1083
ASB Consultores
Florida
$232K +$258K +1,843 New
FFA
1084
First Foundation Advisors
California
$231K -$54.8K -392 -18%
BTW
1085
Boston Trust Walden
Massachusetts
$231K
CG
1086
Clarus Group
Texas
$231K
SCG
1087
Sonata Capital Group
Washington
$231K
YWP
1088
YorkBridge Wealth Partners
New York
$231K +$3.78K +27 +1%
TWM
1089
Tradition Wealth Management
Minnesota
$230K -$4.48K -32 -2%
GD
1090
Grandfield & Dodd
New York
$230K
HDIM
1091
Hanson & Doremus Investment Management
Vermont
$230K +$20.3K +145 +9%
BDF
1092
Balasa Dinverno & Foltz
$229K -$44.8K -320 -15%
VWA
1093
Visionary Wealth Advisors
Illinois
$229K +$12.9K +92 +5%
PMFA
1094
Plante Moran Financial Advisors
Michigan
$228K +$22.5K +161 +10%
LFA
1095
Landmark Financial Advisors
Kentucky
$227K
CWM
1096
Cornerstone Wealth Management
Missouri
$227K +$5.18K +37 +2%
CA
1097
Calton & Associates
Florida
$227K +$46.7K +334 +23%
RB
1098
Renasant Bank
Mississippi
$226K -$19.4K -139 -7%
GW
1099
GW & Wade
Massachusetts
$226K -$7.13K -51 -3%
CFA
1100
CWS Financial Advisors
Michigan
$226K

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.