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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
JWM
1201
Janiczek Wealth Management
Colorado
$80K +$20.6K +147 +37%
GCM
1202
Gables Capital Management
Florida
$79K
HFS
1203
Heritage Financial Services
Massachusetts
$79K +$88.3K +631 New
BDWM
1204
Brewin Dolphin Wealth Management
Ireland
$77K
WWM
1205
Wolff Wiese Magana
California
$76K +$13.6K +97 +19%
WSC
1206
Wellington Shields & Co
New York
$76K +$83.9K +600 New
GG
1207
Gleason Group
Kentucky
$73K +$979 +7 +1%
PB
1208
Pinnacle Bancorp
Nebraska
$70K
IUHSA
1209
Itau Unibanco Holding S.A.
Brazil
$70K +$6.85K +49 +10%
CCM
1210
Chilton Capital Management
Texas
$67K +$74.4K +532 New
PSB
1211
Piscataqua Savings Bank
New Hampshire
$66K
SIS
1212
Sound Income Strategies
Florida
$66K +$420 +3 +0.6%
ATC
1213
Adirondack Trust Company
New York
$64K +$49K +350 +222%
ACK
1214
Andrew C. Karlinski
$63K
BLC
1215
Brown, Lisle/Cummings
Rhode Island
$63K
MTIC
1216
Missouri Trust & Investment Company
Missouri
$60K
EI
1217
Ellevest Inc
New York
$59K -$32.3K -231 -33%
MCC
1218
Money Concepts Capital
Florida
$58K -$92.5K -661 -59%
EL
1219
EMFO LLC
Florida
$58K
Bank of Montreal
1220
Bank of Montreal
Ontario, Canada
$55.9K +$4.09M +29,258 +8%
JGIA
1221
Jackson Grant Investment Advisers
Connecticut
$55K
CWM
1222
Curi Wealth Management
North Carolina
$54K -$4.48K -32 -7%
CJL
1223
Cyrus J. Lawrence
New York
$53K
HWMA
1224
Heritage Wealth Management (Arizona)
Arizona
$52.9K
HC
1225
Hoese & Co
Minnesota
$50K

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.