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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
CM
1351
Cornerstone Management
Georgia
$17.1K
Loomis, Sayles & Company
1352
Loomis, Sayles & Company
Massachusetts
$17K -$10.2K -65 -37%
ODG
1353
O'Dell Group
Ohio
$17K
TIM
1354
Tortoise Investment Management
New York
$17K
BCMLT
1355
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K +$18.5K +118 New
CCA
1356
Column Capital Advisors
Indiana
$16K -$783 -5 -5%
GLLW
1357
Graves Light Lenhart Wealth
Virginia
$16K
WB
1358
West Bancorporation
Iowa
$16K
SWA
1359
Sutton Wealth Advisors
Florida
$15.9K +$1.41K +9 +9%
MCM
1360
MV Capital Management
Maryland
$15K -$783 -5 -5%
LS
1361
Leelyn Smith
Illinois
$15K
SWA
1362
SOA Wealth Advisors
New York
$15K
VNA
1363
Valley National Advisers
Pennsylvania
$15K
ACM
1364
Aquatic Capital Management
Illinois
$15K +$15.7K +100 New
CA
1365
Crewe Advisors
Utah
$15K +$15.7K +100 New
SC
1366
Siena Capital
Ohio
$15K +$15.7K +100 New
ETC
1367
Exchange Traded Concepts
Oklahoma
$13K -$157 -1 -1%
HWM
1368
HighMark Wealth Management
Minnesota
$13K
AWM
1369
Atticus Wealth Management
Florida
$13K +$13.3K +85 New
WA
1370
Win Advisors
Florida
$13K +$13.3K +85 New
CHA
1371
Carmichael Hill & Associates
Maryland
$11K
DWA
1372
Delos Wealth Advisors
Texas
$10K -$9.71K -62 -47%
SFCL
1373
Strengthening Families & Communities LLC
Massachusetts
$10K +$10K +64 New
TSW
1374
Thompson Siegel & Walmsley
Virginia
$10K +$10K +64 New
RFWA
1375
RPg Family Wealth Advisory
Massachusetts
$9.56K

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.