We are live on ! Find out more

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
HIP
1376
HUB Investment Partners
Texas
-$2.1M -13,861 Closed
OCA
1377
Otter Creek Advisors
Florida
-$1.7M -11,212 Closed
LP
1378
LMR Partners
United Kingdom
-$1.61M -10,609 Closed
FFG
1379
Fortem Financial Group
California
-$1.59M -10,468 Closed
JCA
1380
Jade Capital Advisors
New Jersey
-$1.52M -10,000 Closed
WA
1381
WESPAC Advisors
California
-$1.19M -7,838 Closed
E
1382
Ergoteles
New York
-$1.19M -7,830 Closed
Nomura Holdings
1383
Nomura Holdings
Japan
-$1.17M -7,705 Closed
KWM
1384
Keebeck Wealth Management
Illinois
-$1.13M -7,453 Closed
ACM
1385
Aubrey Capital Management
United Kingdom
-$1.11M -7,131 Closed
SFM
1386
Signet Financial Management
New Jersey
-$1.02M -6,715 Closed
Simplex Trading
1387
Simplex Trading
Illinois
-$938K -6,707 Closed
ASGS
1388
Alpha Square Group S
New York
-$988K -6,508 Closed
IRF
1389
IBM Retirement Fund
New York
-$967K -6,375 Closed
PP
1390
Paloma Partners
Connecticut
-$887K -6,343 Closed
VCM
1391
Virtue Capital Management
Tennessee
-$892K -5,876 Closed
DA
1392
Duality Advisers
Florida
-$724K -4,771 Closed
OTL
1393
Oak Thistle LLC
New York
-$671K -4,421 Closed
IA
1394
Icon Advisers
Colorado
-$668K -4,400 Closed
BCM
1395
Bayesian Capital Management
New York
-$623K -4,107 Closed
ZIM
1396
Zacks Investment Management
Illinois
-$492K -3,243 Closed
XT
1397
XTX Topco
Cayman Islands
-$483K -3,184 Closed
HT
1398
Heritage Trust
Oklahoma
-$479K -3,155 Closed
BHWM
1399
Bar Harbor Wealth Management
New Hampshire
-$461K -3,037 Closed
IWA
1400
IBEX Wealth Advisors
New Jersey
-$452K -2,976 Closed

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.