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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
EWM
1476
Evercore Wealth Management
New York
-$254K -1,468 Closed
AIM
1477
Avity Investment Management
Connecticut
-$251K -1,455 Closed
HKAM
1478
Horizon Kinetics Asset Management
New York
-$250K -1,444 Closed
DCM
1479
Deuterium Capital Management
Florida
-$247K -1,427 Closed
WAP
1480
Wealthcare Advisory Partners
Pennsylvania
-$243K -1,404 Closed
BCAM
1481
Boston Common Asset Management
Massachusetts
-$242K -1,400 Closed
ECG
1482
Edge Capital Group
Georgia
-$241K -1,392 Closed
GFP
1483
Gryphon Financial Partners
Ohio
-$238K -1,377 Closed
CAAS
1484
Capital Asset Advisory Services
Michigan
-$235K -1,361 Closed
IAMOG
1485
Investors Asset Management of Georgia
Georgia
-$233K -1,350 Closed
BTWM
1486
Baker Tilly Wealth Management
Wisconsin
-$231K -1,334 Closed
AC
1487
ASB Consultores
Florida
-$230K -1,329 Closed
SIC
1488
Shoker Investment Counsel
Ohio
-$229K -1,325 Closed
SG
1489
StoneX Group
New York
-$225K -1,303 Closed
ER
1490
Enlightenment Research
Florida
-$225K -1,300 Closed
OPA
1491
Old Port Advisors
Maine
-$220K -1,300 Closed
JWCA
1492
J.W. Cole Advisors
Florida
-$224K -1,295 Closed
SWG
1493
Summit Wealth Group
Vermont
-$223K -1,292 Closed
NFG
1494
Nadler Financial Group
Illinois
-$221K -1,277 Closed
SWA
1495
Sax Wealth Advisors
New Jersey
-$221K -1,276 Closed
KA
1496
Kovack Advisors
Florida
-$220K -1,273 Closed
EIG
1497
Ellenbecker Investment Group
Wisconsin
-$219K -1,269 Closed
BFA
1498
Beacon Financial Advisory
Ohio
-$219K -1,265 Closed
TCM
1499
Tufton Capital Management
Maryland
-$216K -1,250 Closed
CAWM
1500
Capital Advisors Wealth Management
Washington
-$216K -1,248 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.