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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
Cambridge Investment Research Advisors
251
Cambridge Investment Research Advisors
Iowa
$24.3M +$4.49M +16,415 +27%
TRSOTSOK
252
Teachers Retirement System of the State of Kentucky
Kentucky
$24.2M -$3.13M -11,447 -13%
Ensign Peak Advisors
253
Ensign Peak Advisors
Utah
$24.1M +$228K +835 +1%
NA
254
NewEdge Advisors
Louisiana
$23.7M +$3.02M +11,045 +17%
Daiwa Securities Group
255
Daiwa Securities Group
Japan
$23.6M +$976K +3,568 +5%
Fidelity International
256
Fidelity International
Bermuda
$23.6M +$6.47M +23,674 +46%
CIG
257
Cullen Investment Group
Louisiana
$22.7M +$445K +1,626 +2%
MWM
258
Moran Wealth Management
Florida
$22.7M -$920K -3,364 -4%
PP
259
Prospector Partners
Connecticut
$22.6M +$260K +952 +1%
Marshall Wace
260
Marshall Wace
United Kingdom
$22.5M +$19.7M +72,113 New
RJT
261
Raymond James Trust
Florida
$22.5M +$18.3K +67 +0.1%
LBC
262
Lowe Brockenbrough & Co
Virginia
$22.4M +$4.67M +17,094 +31%
WB
263
WesBanco Bank
West Virginia
$22.1M -$746K -2,727 -4%
CNB
264
Czech National Bank
Czech Republic
$22M +$85K +311 +0.4%
CIA
265
CCM Investment Advisers
South Carolina
$21.7M -$5.67M -20,727 -23%
DIA
266
Davidson Investment Advisors
Montana
$21.7M -$4.8M -17,545 -20%
URS
267
Utah Retirement Systems
Utah
$21.6M
SEM
268
Suncoast Equity Management
Florida
$21.6M +$13.9M +50,768 +279%
OC
269
Oppenheimer & Co
New York
$21.4M -$1.33M -4,858 -7%
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$21.2M +$246K +898 +1%
Pathstone Holdings
271
Pathstone Holdings
New Jersey
$20.7M +$2.52M +9,202 +16%
SW
272
SVB Wealth
Massachusetts
$20.5M -$1.19M -4,340 -6%
AAM
273
Advisors Asset Management
Colorado
$20.4M -$2.25M -8,214 -11%
B
274
Bailard
California
$20.3M +$172K +628 +1%
Allianz Asset Management
275
Allianz Asset Management
Germany
$20.1M +$7.37M +26,963 +72%

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.