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Eaton
ETN

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: 1,451 → 1,416 (-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: 28 → 18 (-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

Top Buyers

Rank Fund Capital Flow
1
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$312M
2
BlackRock
BlackRock
New York
+$227M
3
Morgan Stanley
Morgan Stanley
New York
+$211M
4
DZ Bank
DZ Bank
Germany
+$148M
5
ClearBridge Investments
ClearBridge Investments
New York
+$148M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$142M
2
Boston Partners
Boston Partners
Massachusetts
-$140M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$132M
4
FAM
Fred Alger Management
New York
-$93.3M
5
Holocene Advisors
Holocene Advisors
New York
-$80M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1301
TFO Wealth Partners
Ohio
$39K +$39.8K +254 New
BWM
1302
Baystate Wealth Management
Massachusetts
$38K – – –
FFWM
1303
Future Financial Wealth Management
Ohio
$38K – – –
ME
1304
McIlrath & Eck
Washington
$37K – – –
PGAM
1305
Princeton Global Asset Management
New Jersey
$37K +$32.2K +206 +589%
CYG
1306
Clean Yield Group
Vermont
$35K -$27.2K -174 -43%
LJHT
1307
Laurie J. Hall Trustee
$35K – – –
FPB
1308
First PREMIER Bank
South Dakota
$34K – – –
TCM
1309
Tradewinds Capital Management
Washington
$34K – – –
DI
1310
Disciplined Investments
Oklahoma
$33K +$5.32K +34 +18%
BWP
1311
Baldwin Wealth Partners
Massachusetts
$33K +$13.3K +85 +63%
SFG
1312
Steward Financial Group
Texas
$32K +$33.2K +212 New
CSB
1313
City State Bank
Iowa
$31K -$16K -102 -34%
BBPWM
1314
Blue Bell Private Wealth Management
Pennsylvania
$31K – – –
EIM
1315
Essex Investment Management
Massachusetts
$31K – – –
WAS
1316
Winch Advisory Services
Wisconsin
$31K – – –
VRM
1317
Vectors Research Management
New York
$30K -$31.3K -200 -50%
ACM
1318
Antonetti Capital Management
Florida
$30K – – –
EARNEST Partners
1319
EARNEST Partners
Georgia
$30K – – –
EDRH
1320
Edmond de Rothschild Holding
Switzerland
$30K – – –
FFC
1321
First Financial Corp
Indiana
$30K – – –
CDIA
1322
Capital Directions Investment Advisors
Georgia
$30K +$31.3K +200 New
HBW
1323
Hazlett, Burt & Watson
West Virginia
$30K +$31.3K +200 New
CWM
1324
Cedar Wealth Management
California
$29K – – –
TFM
1325
TFC Financial Management
Massachusetts
$29K – – –
51 52
53
54 55

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.