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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
SC
1401
Schubert & Co
Texas
$3K +$157 +1 +5%
AWMS
1402
Advocacy Wealth Management Services
Georgia
$2K
TFGT
1403
TS Financial Group (TSFG)
Illinois
$2K
MFT
1404
Moisand Fitzgerald Tamayo
Florida
$2K +$1.56K +10 New
CAGAS
1405
Capital Advisory Group Advisory Services
Minnesota
$2K +$1.72K +11 New
BIM
1406
Baldwin Investment Management
Pennsylvania
$1.34K +$68.1K +435 +5%
GFPC
1407
Global Financial Private Client
Florida
$1.21K
CI
1408
Carroll Investors
South Carolina
$1K
UFF
1409
USA Financial Formulas
Michigan
$1K
PCH
1410
Polar Capital Holdings
United Kingdom
$691 +$3.76K +24 +0.5%
MGIM
1411
M&G Investment Management
United Kingdom
$458 -$1.02M -6,520 -68%
FGAM
1412
Financial Gravity Asset Management
Texas
$234 -$741K -4,734 -91%
WIM
1413
Westside Investment Management
California
$15 +$15.7K +100 New
SC
1414
Shellback Capital
Massachusetts
-$53.6M -310,000 Closed
OAC
1415
OMERS Administration Corp
Ontario, Canada
-$51.4M -297,451 Closed
Balyasny Asset Management
1416
Balyasny Asset Management
Illinois
-$40.3M -233,030 Closed
VMPIC
1417
Varma Mutual Pension Insurance Co
Finland
-$29.4M -170,000 Closed
WP
1418
Woodline Partners
California
-$21.5M -124,618 Closed
Point72 Asset Management
1419
Point72 Asset Management
Connecticut
-$17.9M -103,329 Closed
TCBWMS
1420
Texas Capital Bank Wealth Management Services
Texas
-$13M -75,170 Closed
KWILP
1421
Kiwi Wealth Investments Limited Partnership
New Zealand
-$12.4M -71,856 Closed
IG
1422
ING Group
Netherlands
-$8.99M -52,024 Closed
MCM
1423
Moore Capital Management
New York
-$7.54M -43,616 Closed
MAM
1424
Myriad Asset Management
Hong Kong
-$6.36M -36,810 Closed
PCM
1425
Pinnbrook Capital Management
New York
-$6.17M -35,672 Closed

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.