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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
HCM
1276
Horrell Capital Management
Arkansas
$58K
ANBT
1277
American National Bank & Trust
Texas
$58K +$18.2K +116 +44%
IFAM
1278
Institutional & Family Asset Management
Colorado
$57K +$13.2K +84 +29%
KA
1279
Kozak & Associates
Colorado
$56K
TWA
1280
TCI Wealth Advisors
Arizona
$55K -$12.7K -81 -18%
WWP
1281
WR Wealth Planners
Missouri
$52.5K +$54.2K +346 New
RIM
1282
Rockbridge Investment Management
New York
$49.3K -$23.5K -150 -32%
CA
1283
Centerpoint Advisors
Massachusetts
$48K
CHC
1284
City Holding Co
West Virginia
$47K
1IA
1285
1834 Investment Advisors
Wisconsin
$46K -$23.3K -149 -33%
AIM
1286
Arcadia Investment Management
Michigan
$46K
CWM
1287
Cranbrook Wealth Management
Michigan
$46K
RBC
1288
Roble Belko & Company
Pennsylvania
$46K
SCA
1289
Stuart Chaussee & Associates
California
$44K -$13.9K -89 -23%
MAM
1290
McCarthy Asset Management
California
$42K
OA
1291
Operose Advisors
Wisconsin
$42K
COCM
1292
Charter Oak Capital Management
New Hampshire
$42K +$4.38K +28 +11%
Macquarie Group
1293
Macquarie Group
Australia
$41.7K +$2.53M +16,168 +6%
BHWM
1294
Beaird Harris Wealth Management
Texas
$41K
CAM
1295
Costello Asset Management
Pennsylvania
$41K
PFSC
1296
Peoples Financial Services Corp
Pennsylvania
$41K
SC
1297
Stephens Consulting
Michigan
$41K -$7.2K -46 -15%
HWA
1298
HHM Wealth Advisors
Tennessee
$39K -$51.7K -330 -56%
CWC
1299
Carolinas Wealth Consulting
North Carolina
$39K
AIP
1300
Ahrens Investment Partners
Louisiana
$39K +$26K +166 +182%

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.