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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.43B +$86.8M +620,816 +2%
BlackRock
2
BlackRock
New York
$3.51B -$18.3M -130,723 -0.5%
JP Morgan Chase
3
JP Morgan Chase
New York
$3.2B -$165M -1,177,968 -4%
State Street
4
State Street
Massachusetts
$1.97B -$69.3M -495,328 -3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.73B -$56.2M -402,049 -3%
Bank of America
6
Bank of America
North Carolina
$1.72B -$76M -543,529 -4%
Morgan Stanley
7
Morgan Stanley
New York
$1.03B +$363M +2,594,482 +46%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1B -$25.4M -181,843 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$843M +$21M +150,428 +2%
ClearBridge Investments
10
ClearBridge Investments
New York
$791M -$6.46M -46,156 -0.7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$764M +$32M +228,793 +4%
Norges Bank
12
Norges Bank
Norway
$688M -$195M -1,391,258 -20%
Northern Trust
13
Northern Trust
Illinois
$686M -$28.9M -206,939 -4%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$678M +$582M +4,158,351 +340%
N
15
Nuveen
North Carolina
$656M -$34.3M -245,025 -4%
AllianceBernstein
16
AllianceBernstein
Tennessee
$622M +$364M +2,598,754 +111%
Boston Partners
17
Boston Partners
Massachusetts
$594M -$46.5M -332,701 -7%
Ameriprise
18
Ameriprise
Minnesota
$515M -$69.5M -497,023 -11%
Wells Fargo
19
Wells Fargo
California
$502M -$60.6M -433,395 -10%
DZ Bank
20
DZ Bank
Germany
$442M -$125M -893,790 -20%
RJA
21
Raymond James & Associates
Florida
$430M +$7.59M +54,288 +2%
Goldman Sachs
22
Goldman Sachs
New York
$387M -$76.2M -544,742 -15%
Legal & General Group
23
Legal & General Group
United Kingdom
$384M -$2.47M -17,642 -0.6%
Invesco
24
Invesco
Georgia
$368M -$81.4M -581,720 -17%
Amundi
25
Amundi
France
$362M +$53.4M +381,499 +15%

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.