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2,004 hedge funds and large institutions have $103B invested in Eaton in 2024 Q1 according to their latest regulatory filings, with 286 funds opening new positions, 674 increasing their positions, 760 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 286 | Existing positions closed: 74

126% more call options, than puts

Call options by funds: $1.59B | Put options by funds: $706M

35% more funds holding in top 10

Funds holding in top 10: 5473 (+19)

26% more capital invested

Capital invested by funds: $82.2B → $103B (+$21.2B)

10% more funds holding

Funds holding: 1,8162,004 (+188)

2.61% less ownership

Funds ownership: 85.55%82.94% (-2.6%)

11% less repeat investments, than reductions

Existing positions increased: 674 | Existing positions reduced: 760

Holders
2,004
Holders Change
+188
Holders Change %
+10.35%
% of All Funds
28.86%
Holding in Top 10
73
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.19%
% of All Funds
1.05%
New
286
Increased
674
Reduced
760
Closed
74
Calls
$1.59B
Puts
$706M
Net Calls
+$887M
Net Calls Change
+$446M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
226
MetLife Investment Management
New Jersey
$29.2M -$940K -3,438 -4%
SLAM
227
Swiss Life Asset Management
$28.8M -$30.9K -113 -0.1%
Macquarie Group
228
Macquarie Group
Australia
$28.6M -$2.43M -8,870 -9%
CC
229
Cartenna Capital
Connecticut
$28.1M -$31.4M -115,000 -56%
RPI
230
Railway Pension Investments
United Kingdom
$28.1M
COPPSERS
231
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$27.4M +$59.1K +216 +0.2%
TIAA Trust, National Association
232
TIAA Trust, National Association
North Carolina
$27.2M -$85.6K -313 -0.4%
GT
233
Glenmede Trust
Pennsylvania
$27.2M -$6.16M -22,546 -21%
GGI
234
Godsey & Gibb Inc
Virginia
$26.5M -$3.15M -11,507 -12%
NMIFOAC
235
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$26.4M
IP
236
Interval Partners
New York
$26M +$22.7M +83,198 New
GC
237
Guggenheim Capital
Illinois
$25.9M -$192K -702 -0.8%
TPSF
238
Texas Permanent School Fund
Texas
$25.8M +$26.2K +96 +0.1%
AB
239
Amalgamated Bank
New York
$25.7M -$4.35M -15,923 -16%
MLL
240
Moody Lynn & Lieberson
Massachusetts
$25.4M +$33.9K +124 +0.2%
LA
241
LBP AM
France
$25.4M +$6.76M +24,743 +44%
Twin Tree Management
242
Twin Tree Management
Texas
$25.4M +$22.2M +81,220 New
BFA
243
Bragg Financial Advisors
North Carolina
$25.4M -$539K -1,970 -2%
FDCP
244
Foster Dykema Cabot & Partners
Massachusetts
$25.3M +$22M +80,412 +19,283%
LNC
245
Lincoln National Corp
Pennsylvania
$25.1M +$1.15M +4,192 +6%
Calamos Advisors
246
Calamos Advisors
Illinois
$25M -$549K -2,009 -2%
CAI
247
Capital Advisors Inc
Oklahoma
$24.8M +$329K +1,204 +2%
Envestnet Portfolio Solutions
248
Envestnet Portfolio Solutions
Illinois
$24.6M +$3.47M +12,689 +19%
NRG
249
Nemes Rush Group
Michigan
$24.6M +$193K +707 +0.9%
ACI
250
Alpha Cubed Investments
California
$24.6M -$647K -2,367 -3%

ETN Hedge Fund Activity: Q1 2024 in Review

2,004 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2024, worth a combined $103B — up 26% from $82.2B a quarter earlier.

Buyers outnumbered sellers: 286 funds opened new ETN positions and 74 closed out — a net gain of 212 holders — while 674 added to existing stakes and 760 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $795M. The largest seller was Morgan Stanley, cutting an estimated $2.6B.

  • 2,004 institutional investors held Eaton (ETN) as of Q1 2024, up from 1,816 in Q4 2023.
  • Funds reported $103B of Eaton stock for Q1 2024, up 26% quarter-over-quarter.
  • 286 funds opened new Eaton positions in Q1 2024 and 74 closed out, a net change of +212 holders.
  • The largest Eaton buyer in Q1 2024 was Fidelity Investments, an estimated $795M added.
  • The largest Eaton seller in Q1 2024 was Morgan Stanley, an estimated $2.6B sold.

Based on aggregated 13F filings for Q1 2024.