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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
VCM
1376
Versant Capital Management
Arizona
$9K -$313 -2 -3%
RA
1377
Rise Advisors
New York
$9K
AIC
1378
Archer Investment Corporation
Indiana
$8.11K -$611K -3,900 -99%
CWM
1379
CarsonAllaria Wealth Management
Illinois
$8K
SC
1380
Sierra Capital
Florida
$8K
DFCM
1381
Dark Forest Capital Management
Puerto Rico
$7K -$229K -1,463 -97%
NFSG
1382
Newbridge Financial Services Group
Florida
$7K -$4.38K -28 -39%
HS
1383
Horan Securities
United States
$7K
SC
1384
Solstein Capital
California
$7K
S
1385
Surevest
California
$7K
TJHA
1386
Thomas J. Herzfeld Advisors
Florida
$7K
GKIM
1387
GW&K Investment Management
Massachusetts
$7K +$6.89K +44 New
GEA
1388
Glen Eagle Advisors
New Jersey
$6.99K
BFG
1389
Baron Financial Group
New Jersey
$5.62K
AP
1390
Atwood & Palmer
Missouri
$5K -$15.8K -101 -77%
AFS
1391
Annapolis Financial Services
Maryland
$5K
Kayne Anderson Rudnick Investment Management
1392
Kayne Anderson Rudnick Investment Management
California
$5K
RAM
1393
Riggs Asset Management
Pennsylvania
$5K
SIC
1394
SJS Investment Consulting
Ohio
$5K +$3.76K +24 +240%
CI
1395
Cordant Inc
Oregon
$5K +$4.85K +31 New
C
1396
Covestor
United Kingdom
$4K
FFA
1397
Freedman Financial Associates
Massachusetts
$4K
AWM
1398
Avior Wealth Management
Nebraska
$3K -$10.6K -68 -73%
LWA
1399
Lenox Wealth Advisors
New York
$3K -$157 -1 -4%
BA
1400
Bellwether Advisors
Nebraska
$3K

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.