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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
TFA
1151
Transamerica Financial Advisors
Florida
$178K +$197K +1,407 New
SBL
1152
Sargent Bickham Lagudis
Colorado
$177K +$31.9K +228 +19%
PFS
1153
Prospera Financial Services
Texas
$176K -$84.3K -603 -30%
LCM
1154
Logan Capital Management
Pennsylvania
$176K
OC
1155
Oakworth Capital
Alabama
$174K
CT
1156
Caldwell Trust
Florida
$174K -$1.4K -10 -0.7%
LC
1157
Lindbrook Capital
California
$173K -$77.1K -551 -29%
ECG
1158
Edge Capital Group
Georgia
$171K +$190K +1,355 New
RE
1159
RBC Europe
United Kingdom
$164K
EW
1160
Evoke Wealth
California
$161K -$104K -743 -37%
ST
1161
Sageworth Trust
Pennsylvania
$159K +$177K +1,264 New
SAM
1162
Sycomore Asset Management
France
$152K
FWM
1163
Focused Wealth Management
New York
$151K -$1.54K -11 -0.9%
CFO
1164
CVA Family Office
Colorado
$147K -$35.7K -255 -18%
JWA
1165
JFS Wealth Advisors
Pennsylvania
$143K -$6.71K -48 -4%
JFGIW
1166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K +$28.8K +206 +22%
DEM
1167
Disciplined Equity Management
Florida
$141K +$157K +1,120 New
WAM
1168
Worth Asset Management
Texas
$138K
SCM
1169
Silvant Capital Management
Georgia
$136K
RMC
1170
Resources Management Corp
Connecticut
$129K
IBOK
1171
Independence Bank of Kentucky
Kentucky
$125K -$11.2K -80 -7%
CTB
1172
Country Trust Bank
Illinois
$125K -$6.71K -48 -5%
PFGIA
1173
Patriot Financial Group Insurance Agency
Massachusetts
$123K -$15.5K -111 -10%
PFBT
1174
Parkside Financial Bank & Trust
Missouri
$122K +$6.01K +43 +5%
EIP
1175
Ellis Investment Partners
Pennsylvania
$116K -$12.4K -89 -9%

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.