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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
GWMI
1301
Guardian Wealth Management (Illinois)
Illinois
$15K -$280 -2 -2%
CM
1302
Cornerstone Management
Georgia
$14.2K
ODG
1303
O'Dell Group
Ohio
$14K
TIM
1304
Tortoise Investment Management
New York
$14K
WB
1305
West Bancorporation
Iowa
$14K
CCA
1306
Column Capital Advisors
Indiana
$13K
LS
1307
Leelyn Smith
Illinois
$13K
SC
1308
Siena Capital
Ohio
$13K
VNA
1309
Valley National Advisers
Pennsylvania
$13K
Loomis, Sayles & Company
1310
Loomis, Sayles & Company
Massachusetts
$12K -$2.1K -15 -14%
SWA
1311
SOA Wealth Advisors
New York
$12K
BIA
1312
Bell Investment Advisors
California
$12K +$13.6K +97 New
LFG
1313
Larson Financial Group
Missouri
$12K +$13.7K +98 New
JFA
1314
JNBA Financial Advisors
Minnesota
$11K -$13.3K -95 -51%
HWM
1315
HighMark Wealth Management
Minnesota
$11K -$280 -2 -2%
AWM
1316
Atticus Wealth Management
Florida
$11K -$140 -1 -1%
LWP
1317
Lumature Wealth Partners
Georgia
$10K -$6.01K -43 -34%
Jones Financial Companies
1318
Jones Financial Companies
Missouri
$10K -$5.32K -38 -32%
SFCL
1319
Strengthening Families & Communities LLC
Massachusetts
$10K
CHA
1320
Carmichael Hill & Associates
Maryland
$9K
DWA
1321
Delos Wealth Advisors
Texas
$9K
GKIM
1322
GW&K Investment Management
Massachusetts
$8K +$2.8K +20 +45%
CP
1323
Castleview Partners
Texas
$7.31K +$8.11K +58 New
AIC
1324
Archer Investment Corporation
Indiana
$7.18K
ETC
1325
Exchange Traded Concepts
Oklahoma
$7K -$4.48K -32 -38%

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.