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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
IFAM
1226
Institutional & Family Asset Management
Colorado
$49K +$2.38K +17 +5%
ANBT
1227
American National Bank & Trust
Texas
$48K
HCM
1228
Horrell Capital Management
Arkansas
$48K
KA
1229
Kozak & Associates
Colorado
$48K
CA
1230
Crewe Advisors
Utah
$45K +$36.1K +258 +258%
WWP
1231
WR Wealth Planners
Missouri
$44K +$420 +3 +0.9%
NR
1232
Newfound Research
Massachusetts
$44K -$16.2K -116 -25%
CWC
1233
Carolinas Wealth Consulting
North Carolina
$44K +$1.52M +10,876 +4,183%
KFP
1234
KB Financial Partners
New Jersey
$42K -$8.25K -59 -15%
RA
1235
Rise Advisors
New York
$42K +$37.6K +269 +448%
RIM
1236
Rockbridge Investment Management
New York
$40.9K
CA
1237
Centerpoint Advisors
Massachusetts
$40K
CHC
1238
City Holding Co
West Virginia
$39K
1IA
1239
1834 Investment Advisors
Wisconsin
$38K
AIM
1240
Arcadia Investment Management
Michigan
$38K
RBC
1241
Roble Belko & Company
Pennsylvania
$38K
TC
1242
Truvestments Capital
Florida
$38K +$42K +300 New
SCA
1243
Stuart Chaussee & Associates
California
$37K
TFP
1244
Tilia Fiduciary Partners
North Carolina
$37K +$19.2K +137 +88%
SWM
1245
Sugarloaf Wealth Management
Georgia
$36K +$4.9K +35 New
COCM
1246
Charter Oak Capital Management
New Hampshire
$35K
OA
1247
Operose Advisors
Wisconsin
$35K
SC
1248
Stephens Consulting
Michigan
$34K
BHWM
1249
Beaird Harris Wealth Management
Texas
$34K
CAM
1250
Costello Asset Management
Pennsylvania
$34K

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.