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
SC
1501
Sepio Capital
Utah
-$214K -1,239 Closed
MPM
1502
MBB Public Markets
Illinois
-$214K -1,238 Closed
TC
1503
Tatro Capital
Kentucky
-$214K -1,238 Closed
WP
1504
WealthSource Partners
California
-$214K -1,238 Closed
WFI
1505
West Family Investments
California
-$213K -1,234 Closed
NERM
1506
New England Research & Management
Illinois
-$212K -1,225 Closed
ACM
1507
Ategra Capital Management
Virginia
-$211K -1,220 Closed
III
1508
Independent Investors Inc
New York
-$210K -1,215 Closed
CIP
1509
Convergence Investment Partners
Florida
-$209K -1,212 Closed
Members Trust
1510
Members Trust
Florida
-$209K -1,209 Closed
TTWM
1511
TCV Trust & Wealth Management
Virginia
-$208K -1,207 Closed
OCM
1512
Objective Capital Management
Ohio
-$208K -1,205 Closed
CPC
1513
Congress Park Capital
New York
-$207K -1,200 Closed
ERWM
1514
Elk River Wealth Management
Colorado
-$207K -1,200 Closed
PL
1515
Parthenon LLC
Kentucky
-$207K -1,200 Closed
TA
1516
Tiedemann Advisors
New York
-$207K -1,200 Closed
CCMG
1517
Clark Capital Management Group
Pennsylvania
-$205K -1,185 Closed
APP
1518
Alpha Paradigm Partners
Illinois
-$203K -1,177 Closed
IF
1519
Intrua Financial
Texas
-$203K -1,175 Closed
WA
1520
Wealth Architects
California
-$203K -1,175 Closed
CNWM
1521
Clay Northam Wealth Management
California
-$201K -1,163 Closed
LC
1522
Lincoln Capital
Nebraska
-$201K -1,162 Closed
BAM
1523
Barrett Asset Management
New York
-$154K -890 Closed
LF
1524
Lee Financial
Texas
-$87K -505 Closed
EWM
1525
Edge Wealth Management
New York
-$86K -497 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.