We are live on ! Find out more

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
FAB
301
First American Bank
Illinois
$16.6M +$35.5K +130 +0.2%
BAAM
302
Baker Avenue Asset Management
California
$16.5M +$3.47M +12,676 +32%
BSA
303
Braun Stacey Associates
New York
$16.5M +$5.04M +18,423 +54%
MOACM
304
Mutual of America Capital Management
New York
$16.4M -$311K -1,136 -2%
FFBTD
305
First Financial Bank - Trust Division
Ohio
$16.3M -$1.62M -5,926 -10%
Kayne Anderson Rudnick Investment Management
306
Kayne Anderson Rudnick Investment Management
California
$16.2M -$512K -1,872 -3%
CA
307
Cetera Advisors
Colorado
$16.2M +$1.41M +5,171 +11%
YCM
308
Yousif Capital Management
Michigan
$16M -$385K -1,409 -3%
KC
309
Kadensa Capital
Hong Kong
$15.6M +$13.7M +50,049 New
IMRF
310
Illinois Municipal Retirement Fund
Illinois
$15.6M
PCH
311
Polar Capital Holdings
United Kingdom
$15.6M +$10.1M +37,077 +289%
Lido Advisors
312
Lido Advisors
California
$15.6M -$117K -429 -0.9%
OAM
313
Oppenheimer Asset Management
New York
$15.5M -$1.49M -5,440 -10%
FNT
314
First Nebraska Trust
Nebraska
$15.5M -$86.4K -316 -0.6%
NAM
315
Nissay Asset Management
Japan
$15.5M +$265K +968 +2%
GC
316
Grimes & Company
Massachusetts
$15.4M -$189K -690 -1%
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$15.2M -$2.83M -10,340 -18%
PMAM
318
Picton Mahoney Asset Management
Ontario, Canada
$15.1M -$521K -1,904 -4%
AIP
319
ARS Investment Partners
New York
$15.1M +$70K +256 +0.5%
BCIM
320
British Columbia Investment Management
British Columbia, Canada
$15M +$521K +1,907 +4%
VPIM
321
Vanguard Personalized Indexing Management
California
$14.9M +$918K +3,358 +8%
DILIC
322
Dai-ichi Life Insurance Company
Japan
$14.8M -$1.9M -6,952 -13%
EFIC
323
Eliot Finkel Investment Counsel
California
$14.8M -$402K -1,470 -3%
MC
324
Moors & Cabot
Massachusetts
$14.6M -$489K -1,790 -4%
TIP
325
Torray Investment Partners
Maryland
$14.5M -$6.42M -23,473 -34%

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.