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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
VCM
1326
Versant Capital Management
Arizona
$7K
DC
1327
Darrow Company
Massachusetts
$7K +$8.39K +60 New
GLLW
1328
Graves Light Lenhart Wealth
Virginia
$6K -$7.55K -54 -51%
CWM
1329
CarsonAllaria Wealth Management
Illinois
$6K
HS
1330
Horan Securities
United States
$6K
NFSG
1331
Newbridge Financial Services Group
Florida
$6K
SC
1332
Sierra Capital
Florida
$6K
SC
1333
Solstein Capital
California
$6K
S
1334
Surevest
California
$6K
TJHA
1335
Thomas J. Herzfeld Advisors
Florida
$6K
GEA
1336
Glen Eagle Advisors
New Jersey
$5.84K
BPC
1337
Banque Pictet & Cie
Switzerland
$5.21K +$2.57M +18,364 +80%
AFS
1338
Annapolis Financial Services
Maryland
$5K
HWM
1339
Horizons Wealth Management
North Carolina
$5K +$4.48K +32 New
BFG
1340
Baron Financial Group
New Jersey
$4.66K
AP
1341
Atwood & Palmer
Missouri
$4K
Kayne Anderson Rudnick Investment Management
1342
Kayne Anderson Rudnick Investment Management
California
$4K
SC
1343
Schubert & Co
Texas
$4K +$1.68K +12 +60%
HF
1344
Halpern Financial
Virginia
$3.78K +$4.2K +30 New
AWM
1345
Avior Wealth Management
Nebraska
$3K
C
1346
Covestor
United Kingdom
$3K
TFGT
1347
TS Financial Group (TSFG)
Illinois
$3K +$1.82K +13 +93%
LWCFA
1348
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K +$2.94K +21 New
TFA
1349
Toth Financial Advisory
Virginia
$2K +$2.24K +16 New
BRWM
1350
B. Riley Wealth Management
Tennessee
$1.62K +$861K +6,152 +92%

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.