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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
BDWM
1251
Brewin Dolphin Wealth Management
Ireland
$93K
SQA
1252
Simon Quick Advisors
New Jersey
$89K +$939 +6 +1%
GG
1253
Gleason Group
Kentucky
$87K
SSG
1254
Summit Securities Group
New York
$85K -$560K -3,579 -86%
PB
1255
Pinnacle Bancorp
Nebraska
$85K
LAS
1256
Lloyd Advisory Services
Georgia
$85K +$28.5K +182 +48%
QC
1257
Quent Capital
New York
$84K -$299K -1,910 -78%
PSB
1258
Piscataqua Savings Bank
New Hampshire
$79K -$4.7K -30 -5%
SIS
1259
Sound Income Strategies
Florida
$79K +$313 +2 +0.4%
IUHSA
1260
Itau Unibanco Holding S.A.
Brazil
$77K +$783 +5 +1%
WWM
1261
Wolff Wiese Magana
California
$77K +$7.04K +45 +10%
ACK
1262
Andrew C. Karlinski
$76K
KPCM
1263
Kings Point Capital Management
New York
$76K
NSIM
1264
North Star Investment Management
Illinois
$76K
BLC
1265
Brown, Lisle/Cummings
Rhode Island
$75.9K
MTIC
1266
Missouri Trust & Investment Company
Missouri
$72K
EL
1267
EMFO LLC
Florida
$70K
NR
1268
Newfound Research
Massachusetts
$70K +$72.5K +463 New
CWM
1269
Curi Wealth Management
North Carolina
$69K -$4.07K -26 -5%
JGIA
1270
Jackson Grant Investment Advisers
Connecticut
$66K
HWMA
1271
Heritage Wealth Management (Arizona)
Arizona
$64K +$65.8K +420 New
CJL
1272
Cyrus J. Lawrence
New York
$63K +$65.3K +417 New
HC
1273
Hoese & Co
Minnesota
$61K
JWM
1274
Janiczek Wealth Management
Colorado
$60K +$31.3K +200 +104%
KFP
1275
KB Financial Partners
New Jersey
$59K -$1.56K -10 -2%

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.