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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
CFGS
1176
Concourse Financial Group Securities
Alabama
$221K +$150K +955 +190%
VCM
1177
Vigilant Capital Management
Maine
$220K
CAL
1178
Capital Advisors Ltd
Ohio
$220K +$313 +2 +0.1%
CCP
1179
Carmel Capital Partners
California
$219K +$21.3K +136 +10%
RPC
1180
Rossmore Private Capital
Connecticut
$218K -$1.25K -8 -0.6%
FI
1181
Fractal Investments
Connecticut
$216K -$1.1K -7 -0.5%
HHGA
1182
Halbert Hargrove Global Advisors
California
$215K +$3.6K +23 +2%
CFO
1183
CVA Family Office
Colorado
$215K +$7.04K +45 +3%
AWM
1184
Axxcess Wealth Management
California
$212K -$641K -4,093 -75%
PWMG
1185
Prestige Wealth Management Group
New Jersey
$212K +$12.7K +81 +6%
CWA
1186
Centennial Wealth Advisory
Michigan
$212K +$219K +1,397 New
LCM
1187
Logan Capital Management
Pennsylvania
$211K
HCM
1188
Howland Capital Management
Massachusetts
$211K +$218K +1,392 New
AWA
1189
Arkadios Wealth Advisors
Georgia
$211K +$218K +1,393 New
PCM
1190
Prelude Capital Management
New York
$211K +$218K +1,393 New
CT
1191
Caldwell Trust
Florida
$211K +$34.8K +222 +19%
OC
1192
Oakworth Capital
Alabama
$210K -$114K -728 -34%
RPWA
1193
Regent Peak Wealth Advisors
Georgia
$210K +$157 +1 +0.1%
CFG
1194
Citizens Financial Group
Rhode Island
$210K +$217K +1,383 New
TSS
1195
Two Sigma Securities
New York
$210K +$217K +1,386 New
AIM
1196
Athena Investment Management
California
$210K +$218K +1,390 New
QTM
1197
qPULA Trading Management
New York
$209K +$215K +1,376 New
FOA
1198
Five Oceans Advisors
California
$208K -$626 -4 -0.3%
MIC
1199
Meridian Investment Counsel
California
$207K
TA
1200
TrueWealth Advisors
Alabama
$207K

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.