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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
CWM
1276
Cedar Wealth Management
California
$24K
TFM
1277
TFC Financial Management
Massachusetts
$24K
CSB
1278
City State Bank
Iowa
$23K -$3.22K -23 -11%
CWM
1279
Cranbrook Wealth Management
Michigan
$22K -$17.5K -125 -41%
FMP
1280
Financial Management Professionals
Texas
$22K
ZIG
1281
Zullo Investment Group
Pennsylvania
$21K -$2.94K -21 -11%
IAS
1282
IMA Advisory Services
Colorado
$21K
SN
1283
Sittner & Nelson
Oregon
$21K
BWM
1284
Baystate Wealth Management
Massachusetts
$20K -$13K -93 -37%
WWMSC
1285
Wagner Wealth Management (South Carolina)
South Carolina
$20K +$22.1K +158 New
MWM
1286
Mascoma Wealth Management
New Hampshire
$19K -$1.12K -8 -5%
EA
1287
Evolution Advisers
Virginia
$19K
KTC
1288
Kistler-Tiffany Companies
Pennsylvania
$19K
EBA
1289
Eagle Bay Advisors
New York
$18K +$20K +143 New
MUMSS
1290
Mitsubishi UFJ Morgan Stanley Securities
Japan
$18K
NIC
1291
Northwest Investment Counselors
Oregon
$18K
SWA
1292
Sutton Wealth Advisors
Florida
$17.3K +$4.48K +32 +30%
AP
1293
Arlington Partners
Alabama
$17K -$6.58K -47 -26%
BCMLT
1294
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K
HI
1295
Hoey Investments
Pennsylvania
$17K
OLVIG
1296
Oliver Lagore Vanvalin Investment Group
Michigan
$16K -$1.68K -12 -9%
WA
1297
Win Advisors
Florida
$16K +$5.88K +42 +49%
ETI
1298
Enterprise Trust & Investment
California
$16K +$17.9K +128 New
FP
1299
Financial Perspectives
Minnesota
$15.6K
TF
1300
TimeScale Financial
Massachusetts
$15K -$8.39K -60 -33%

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.