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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
BCWM
351
Bartlett & Co Wealth Management
Ohio
$12.5M -$109K -398 -1%
ROC
352
Running Oak Capital
Minnesota
$12.5M +$693K +2,536 +7%
GAM
353
Gotham Asset Management
New York
$12.4M +$3.28M +11,989 +43%
Assenagon Asset Management
354
Assenagon Asset Management
Luxembourg
$12.4M +$5.54M +20,269 +105%
HFS
355
Haverford Financial Services
Pennsylvania
$12.3M -$831K -3,038 -7%
Caisse de Depot et Placement du Quebec (CDPQ)
356
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.2M +$10.7M +39,064 New
HIP
357
Harrell Investment Partners
Texas
$12M -$820 -3 -0%
EWA
358
Exencial Wealth Advisors
Oklahoma
$12M -$259K -947 -2%
CM
359
Castleark Management
Illinois
$12M +$6.74M +24,670 +182%
WIC
360
WealthBridge Investment Counsel
Alberta, Canada
$12M -$246K -900 -2%
JMFC
361
J.M. Forbes & Co
Massachusetts
$11.9M +$27.9K +102 +0.3%
SAM
362
Sycomore Asset Management
France
$11.7M +$2.04M +7,465 +23%
Kovitz Investment Group Partners
363
Kovitz Investment Group Partners
Illinois
$11.6M -$892K -3,262 -8%
Brown Advisory
364
Brown Advisory
Maryland
$11.6M +$222K +811 +2%
BFO
365
Boston Family Office
Massachusetts
$11.4M +$65.6K +240 +0.7%
EMPI
366
Elo Mutual Pension Insurance
Finland
$11.4M +$451K +1,650 +5%
WI
367
Wafra Inc
New York
$11.4M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
368
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$11.3M +$9.84M +36,000 New
DBG
369
De Burlo Group
Massachusetts
$11.2M +$9.83M +35,940 New
GIBU
370
Gulf International Bank (UK)
United Kingdom
$11.1M +$28.7K +105 +0.3%
SCA
371
Snowden Capital Advisors
New York
$11.1M +$256K +936 +3%
CIBC World Market
372
CIBC World Market
Ontario, Canada
$10.9M +$1.4M +5,127 +17%
Two Sigma Investments
373
Two Sigma Investments
New York
$10.8M -$16.8M -61,548 -64%
SC
374
Scotia Capital
Ontario, Canada
$10.8M +$2.8M +10,230 +42%
Group One Trading
375
Group One Trading
Illinois
$10.8M +$9.43M +34,478 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.