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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
ZIG
1326
Zullo Investment Group
Pennsylvania
$28K -$6.73K -43 -19%
JFA
1327
JNBA Financial Advisors
Minnesota
$28K -$626 -4 -2%
AP
1328
Arlington Partners
Alabama
$27K
TF
1329
TimeScale Financial
Massachusetts
$27K
AW
1330
Alaethes Wealth
Nevada
$26K +$16.9K +108 +164%
FMP
1331
Financial Management Professionals
Texas
$26K +$19.9K +127 +289%
IAS
1332
IMA Advisory Services
Colorado
$25K
SN
1333
Sittner & Nelson
Oregon
$25K
TAM
1334
Tucker Asset Management
Colorado
$24.4K +$23.6K +151 +1,510%
ATC
1335
Adirondack Trust Company
New York
$24K
MWM
1336
Mascoma Wealth Management
New Hampshire
$24K
O
1337
Ossiam
France
$24K
TFP
1338
Tilia Fiduciary Partners
North Carolina
$24K +$24.4K +156 New
MFA
1339
McClarren Financial Advisors
Pennsylvania
$23K -$157 -1 -0.6%
KTC
1340
Kistler-Tiffany Companies
Pennsylvania
$23K
NIC
1341
Northwest Investment Counselors
Oregon
$22K +$1.88K +12 +9%
EA
1342
Evolution Advisers
Virginia
$22K +$23.5K +150 New
MUMSS
1343
Mitsubishi UFJ Morgan Stanley Securities
Japan
$21K -$50.1K -320 -70%
HI
1344
Hoey Investments
Pennsylvania
$20K
OLVIG
1345
Oliver Lagore Vanvalin Investment Group
Michigan
$20K +$21.8K +139 New
TFO
1346
Tarbox Family Office
California
$19K -$34.6K -221 -64%
LWP
1347
Lumature Wealth Partners
Georgia
$19K -$11.7K -75 -38%
GWMI
1348
Guardian Wealth Management (Illinois)
Illinois
$19K
FP
1349
Financial Perspectives
Minnesota
$18.8K
Jones Financial Companies
1350
Jones Financial Companies
Missouri
$18K -$35.5K -227 -65%

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.