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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
EIP
1226
Ellis Investment Partners
Pennsylvania
$154K
AIM
1227
Anchor Investment Management
South Carolina
$150K
JFGIW
1228
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$141K -$5.48K -35 -4%
GWS
1229
Glassman Wealth Services
Virginia
$141K +$10.6K +68 +8%
PFBT
1230
Parkside Financial Bank & Trust
Missouri
$140K +$939 +6 +0.7%
HWA
1231
Heritage Wealth Advisors
Virginia
$137K
LTI
1232
Laffer Tengler Investments
Tennessee
$133K -$69.2K -442 -34%
KFI
1233
Key Financial Inc
Pennsylvania
$133K +$66.8K +427 +94%
AAP
1234
Arax Advisory Partners
Colorado
$124K
BC
1235
Burleson & Co
California
$119K +$1.56K +10 +1%
MHR
1236
Matthew Hamilton Rosenberg
$118K +$43.1K +275 +55%
CWP
1237
Concord Wealth Partners
Virginia
$117K
CB
1238
CNB Bank
Pennsylvania
$116K
BFC
1239
Bedel Financial Consulting
Indiana
$115K
SAM
1240
S.A. Mason
Michigan
$114K
AWM
1241
Accel Wealth Management
Iowa
$109K +$313 +2 +0.3%
TH
1242
TCTC Holdings
Texas
$108K
EI
1243
Ellevest Inc
New York
$106K +$10.2K +65 +10%
HFM
1244
Harvest Fund Management
China
$105K
AIM
1245
Acropolis Investment Management
Missouri
$101K
AF
1246
Arrow Financial
New York
$99K
CCM
1247
Cribstone Capital Management
Maine
$98K +$470 +3 +0.5%
CFD
1248
Creative Financial Designs
Indiana
$96K -$4.38K -28 -4%
GCM
1249
Gables Capital Management
Florida
$95K
HR
1250
Howe & Rusling
New York
$95K +$16K +102 +20%

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.