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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
HNWAG
1101
High Net Worth Advisory Group
Florida
$226K
AAP
1102
Arax Advisory Partners
Colorado
$226K +$137K +976 +119%
GWSG
1103
GPS Wealth Strategies Group
Colorado
$225K +$3.36K +24 +1%
WT
1104
Washington Trust
Rhode Island
$224K -$7.69K -55 -3%
FF
1105
FourThought Financial
Florida
$223K -$93.9K -671 -28%
DA
1106
DSC Advisors
Illinois
$223K -$23.4K -167 -9%
PPWM
1107
Paragon Private Wealth Management
Kentucky
$221K -$4.62K -33 -2%
BOM
1108
Bank of Marin
California
$220K -$90.9K -650 -27%
B
1109
Barings
North Carolina
$220K -$18.7K -134 -7%
TFS
1110
TrustCore Financial Services
Tennessee
$220K -$17.1K -122 -7%
EIP
1111
Easterly Investment Partners
Massachusetts
$219K -$397K -2,837 -62%
PCG
1112
Private Capital Group
Connecticut
$219K -$19.7K -141 -8%
NIA
1113
NIA Impact Advisors
California
$219K -$560 -4 -0.2%
HWM
1114
HFR Wealth Management
New York
$217K -$839 -6 -0.3%
SWA
1115
Stratos Wealth Advisors
Ohio
$216K -$3.5K -25 -1%
CCM
1116
Crossvault Capital Management
Texas
$215K
HIA
1117
Harbor Investment Advisory
Maryland
$214K +$1.82K +13 +0.8%
FNA
1118
First National Advisers
Nebraska
$214K +$237K +1,697 New
CAM
1119
Columbia Asset Management
Michigan
$214K +$238K +1,700 New
PA
1120
Probity Advisors
Texas
$213K -$3.36K -24 -1%
RT
1121
Rockland Trust
Massachusetts
$212K -$64.1K -458 -21%
MWM
1122
Meridian Wealth Management
Kentucky
$211K +$234K +1,671 New
RIM
1123
Reliant Investment Management
Tennessee
$209K
FAM
1124
Fenimore Asset Management
New York
$209K +$8.39K +60 +4%
HPC
1125
HM Payson & Co
Maine
$208K

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.