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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
ONST
1526
Old North State Trust
North Carolina
-$86K -495 Closed
SFO
1527
Standard Family Office
South Dakota
-$69K -397 Closed
AWA
1528
Amplius Wealth Advisors
Pennsylvania
-$59K -342 Closed
NC
1529
NewSquare Capital
Pennsylvania
-$57K -328 Closed
TC
1530
Truvestments Capital
Florida
-$55K -317 Closed
FCB
1531
First Command Bank
Texas
-$44K -296 Closed
FQ
1532
First Quadrant
California
-$50K -289 Closed
PCMC
1533
Paragon Capital Management (Colorado)
Colorado
-$48K -280 Closed
CSWM
1534
Cassady Schiller Wealth Management
Ohio
-$45K -260 Closed
BCM
1535
Blume Capital Management
California
-$35K -200 Closed
WWMSC
1536
Wagner Wealth Management (South Carolina)
South Carolina
-$27K -158 Closed
EBA
1537
Eagle Bay Advisors
New York
-$19K -110 Closed
MTWM
1538
Masso Torrence Wealth Management
New Jersey
-$17K -100 Closed
NL
1539
NVWM LLC
Pennsylvania
-$16K -93 Closed
BC
1540
Barnett & Company
Tennessee
-$15K -85 Closed
RK
1541
Rather & Kittrell
Tennessee
-$14K -85 Closed
WFS
1542
Widmann Financial Services
Maryland
-$9K -53 Closed
LWCFA
1543
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$8K -46 Closed
APC
1544
Aspire Private Capital
North Carolina
-$6.73K -43 -93%
MIM
1545
Macroview Investment Management
Maryland
-$7K -38 Closed
MBFW
1546
Morton Brown Family Wealth
Pennsylvania
-$1K -3 Closed
WA
1547
WestEnd Advisors
North Carolina
-$345 -2 Closed
DHGWA
1548
Dixon Hughes Goodman Wealth Advisors
North Carolina
+$157 +1 New
RG
1549
Retirement Group
California
+$470 +3 New
JSAM
1550
J. Safra Asset Management
New York
+$18.5K +118 New

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.