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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
FCBT
276
First Citizens Bank & Trust
North Carolina
$19.9M +$3.63M +13,259 +26%
HNB
277
Huntington National Bank
Ohio
$19.4M +$1.38M +5,050 +9%
GIM
278
Goelzer Investment Management
Indiana
$19.1M -$4.33M -15,849 -21%
FAF
279
Fjarde Ap-fonden
Sweden
$19M +$328K +1,200 +2%
X
280
Xponance
Pennsylvania
$18.8M +$2.09M +7,630 +15%
PAI
281
Pittenger & Anderson Inc
Nebraska
$18.7M -$2M -7,305 -11%
AF
282
Alerus Financial
North Dakota
$18.7M -$158K -579 -1%
AI
283
Atria Investments
North Carolina
$18.6M -$278K -1,018 -2%
SPC
284
Stewart & Patten Company
California
$18.5M +$15.6K +57 +0.1%
William Blair & Company
285
William Blair & Company
Illinois
$18.3M -$1.13M -4,147 -7%
Walleye Capital
286
Walleye Capital
New York
$18.2M +$13.7M +50,008 +622%
Northwestern Mutual Wealth Management
287
Northwestern Mutual Wealth Management
Wisconsin
$18.1M +$195K +712 +1%
CIBC Asset Management
288
CIBC Asset Management
Ontario, Canada
$17.7M +$472K +1,726 +3%
SOADOR
289
State of Alaska Department of Revenue
Alaska
$17.6M -$1.19M -4,360 -7%
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$17.5M +$3.1M +11,347 +25%
PR
291
Payden & Rygel
California
$17.2M -$5.19M -19,000 -26%
PRIG
292
Payden & Rygel Investment Group
California
$17.2M +$15.1M +55,140 New
ProShare Advisors
293
ProShare Advisors
Maryland
$17.1M -$518K -1,896 -3%
NYLIM
294
New York Life Investment Management
New York
$17.1M -$567K -2,074 -4%
BCM
295
Becker Capital Management
Oregon
$17M -$1.47M -5,365 -9%
CIS
296
Connors Investor Services
Pennsylvania
$17M -$1.85M -6,767 -11%
FDP
297
Financiere des Professionnels
Quebec, Canada
$16.8M -$2.16M -7,907 -13%
BIAS
298
Beacon Investment Advisory Services
New Jersey
$16.7M -$2.27M -8,308 -13%
WTFG
299
Wells Trecaso Financial Group
Ohio
$16.7M -$46.5K -170 -0.3%
ZP
300
Zimmer Partners
New York
$16.7M +$14.6M +53,260 New

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.