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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
SSW
1201
Stone Summit Wealth
Florida
$207K +$213K +1,361 New
WPP
1202
Whalerock Point Partners
Rhode Island
$205K
PFP
1203
Paragon Financial Partners
California
$204K +$1.1K +7 +0.5%
RWA
1204
Ropes Wealth Advisors
Massachusetts
$201K -$154K -982 -43%
SWM
1205
Segment Wealth Management
Texas
$200K -$18.3K -117 -8%
LCM
1206
LVM Capital Management
Michigan
$200K +$470 +3 +0.2%
SNB
1207
Security National Bank
Nebraska
$200K +$2.97K +19 +1%
RE
1208
RBC Europe
United Kingdom
$197K -$5.48K -35 -3%
GI
1209
Gradient Investments
Minnesota
$194K
FNBOSM
1210
First National Bank of South Miami
Florida
$187K +$32.7K +209 +20%
SAM
1211
Sycomore Asset Management
France
$185K -$18.5K -118 -9%
FWM
1212
Focused Wealth Management
New York
$184K -$626 -4 -0.3%
JWA
1213
JFS Wealth Advisors
Pennsylvania
$179K +$4.07K +26 +2%
SBL
1214
Sargent Bickham Lagudis
Colorado
$178K -$3.13K -20 -2%
MCC
1215
Money Concepts Capital
Florida
$169K +$175K +1,116 New
FBT
1216
First Bank & Trust
South Dakota
$167K -$135K -861 -44%
PFGIA
1217
Patriot Financial Group Insurance Agency
Massachusetts
$166K +$84.1K +537 +97%
SCM
1218
Silvant Capital Management
Georgia
$164K
IBOK
1219
Independence Bank of Kentucky
Kentucky
$163K -$19.6K -125 -10%
CTB
1220
Country Trust Bank
Illinois
$157K -$3.91K -25 -2%
WTA
1221
Washington Trust Advisors
Massachusetts
$157K +$10.5K +67 +7%
RMC
1222
Resources Management Corp
Connecticut
$156K
EWA
1223
EverSource Wealth Advisors
Alabama
$156K +$1.1K +7 +0.7%
FAG
1224
Fortitude Advisory Group
Washington
$155K +$84.4K +539 +112%
WAM
1225
Worth Asset Management
Texas
$155K +$172K +1,097 New

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.