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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
HHGA
1451
Halbert Hargrove Global Advisors
California
-$215K -1,415 Closed
AWM
1452
Axxcess Wealth Management
California
-$212K -1,394 Closed
AIM
1453
Athena Investment Management
California
-$210K -1,390 Closed
CFG
1454
Citizens Financial Group
Rhode Island
-$210K -1,383 Closed
RPWA
1455
Regent Peak Wealth Advisors
Georgia
-$210K -1,381 Closed
QTM
1456
qPULA Trading Management
New York
-$209K -1,376 Closed
FOA
1457
Five Oceans Advisors
California
-$208K -1,372 Closed
MIC
1458
Meridian Investment Counsel
California
-$207K -1,365 Closed
SSW
1459
Stone Summit Wealth
Florida
-$207K -1,361 Closed
WPP
1460
Whalerock Point Partners
Rhode Island
-$205K -1,350 Closed
RWA
1461
Ropes Wealth Advisors
Massachusetts
-$201K -1,326 Closed
SWM
1462
Segment Wealth Management
Texas
-$200K -1,320 Closed
SNB
1463
Security National Bank
Nebraska
-$200K -1,319 Closed
LCM
1464
LVM Capital Management
Michigan
-$200K -1,318 Closed
TA
1465
TrueWealth Advisors
Alabama
-$207K -1,200 Closed
FAG
1466
Fortitude Advisory Group
Washington
-$155K -1,019 Closed
GWS
1467
Glassman Wealth Services
Virginia
-$141K -929 Closed
BFC
1468
Bedel Financial Consulting
Indiana
-$115K -761 Closed
AIM
1469
Acropolis Investment Management
Missouri
-$101K -663 Closed
CSIA
1470
Carl Stuart Investment Advisor
Texas
-$911K -600 Closed
SQA
1471
Simon Quick Advisors
New Jersey
-$89K -589 Closed
LAS
1472
Lloyd Advisory Services
Georgia
-$85K -560 Closed
MAM
1473
McCarthy Asset Management
California
-$42K -280 Closed
FFWM
1474
Future Financial Wealth Management
Ohio
-$38K -250 Closed
TCM
1475
Tradewinds Capital Management
Washington
-$34K -221 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.