We are live on ! Find out more

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
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$30.7M +$280K +1,789 +0.9%
BA
127
Bridgewater Associates
Connecticut
$30.3M +$31.3M +199,639 New
DSA
128
Davis Selected Advisers
Arizona
$29.7M -$685K -4,378 -2%
RMDI
129
R.M. Davis Inc
Maine
$29.2M +$1.82M +11,631 +6%
CFB
130
Cullen/Frost Bankers
Texas
$29M +$405K +2,587 +1%
Janus Henderson Group
131
Janus Henderson Group
United Kingdom
$28.6M +$9.22M +58,880 +45%
SIM
132
Sadoff Investment Management
Wisconsin
$28.6M -$99.6K -636 -0.3%
Asset Management One
133
Asset Management One
Japan
$28.3M -$3.76M -24,002 -11%
AA
134
Ancora Advisors
Ohio
$28.3M -$1.47M -9,365 -5%
UB
135
UMB Bank
Missouri
$26M +$399K +2,551 +2%
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$25.7M +$67.8K +433 +0.3%
MNG
137
Manning & Napier Group
New York
$25.4M -$1.93M -12,308 -7%
HSBC Holdings
138
HSBC Holdings
United Kingdom
$24.9M +$5.59M +35,683 +28%
Nomura Asset Management
139
Nomura Asset Management
Japan
$24.9M -$8.22M -52,483 -24%
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$24.8M +$4.78M +30,561 +23%
ACA
141
Anchor Capital Advisors
Massachusetts
$24.5M -$4.31M -27,500 -15%
GC
142
Guggenheim Capital
Illinois
$24.2M -$642K -4,103 -3%
WJWM
143
Williams Jones Wealth Management
New York
$24.1M +$2.03M +12,938 +9%
MCM
144
MAI Capital Management
Ohio
$24.1M +$595K +3,799 +2%
MME
145
Meag Munich Ergo
Germany
$24M
AJ
146
Ashburton (Jersey)
Jersey
$23.9M -$290K -1,854 -1%
DAM
147
Delta Asset Management
Tennessee
$23.8M +$145K +927 +0.6%
ERSOT
148
Employees Retirement System of Texas
Texas
$23.5M
EB
149
Eastern Bank
Massachusetts
$23.1M -$1.81M -11,574 -7%
Royal London Asset Management
150
Royal London Asset Management
United Kingdom
$23.1M +$994K +6,347 +4%

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.