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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
MYAM
376
Meiji Yasuda Asset Management
Japan
$10.7M -$2.37M -8,673 -20%
OPERF
377
Oregon Public Employees Retirement Fund
Oregon
$10.7M -$5.78M -21,138 -38%
ECM
378
Estabrook Capital Management
New York
$10.5M -$170K -623 -2%
TBA
379
Tower Bridge Advisors
Pennsylvania
$10.5M +$536K +1,962 +6%
UCFA
380
United Capital Financial Advisors
Texas
$10.4M -$771K -2,821 -8%
FA
381
Fiduciary Alliance
South Carolina
$10.4M -$1.33M -4,859 -13%
Rafferty Asset Management
382
Rafferty Asset Management
New York
$10.4M -$75.7K -277 -0.8%
KPWS
383
Kestra Private Wealth Services
Texas
$10.3M -$534K -1,954 -6%
AssetMark Inc
384
AssetMark Inc
California
$10.3M +$927K +3,389 +12%
BBL
385
Beck Bode LLC
Massachusetts
$10.1M +$8.82M +32,272 New
BCM
386
Barometer Capital Management
Ontario, Canada
$10.1M +$339K +1,240 +4%
SIA
387
Sit Investment Associates
Minnesota
$10.1M -$969K -3,545 -10%
PAM
388
Pegasus Asset Management
New York
$10M -$27.9K -102 -0.3%
GI
389
GLOBALT Investments
Georgia
$10M -$178K -651 -2%
BCI
390
Brinker Capital Investments
Pennsylvania
$9.95M +$226K +825 +3%
OPS
391
Orion Portfolio Solutions
Nebraska
$9.95M +$226K +825 +3%
AFWM
392
AMJ Financial Wealth Management
Virginia
$9.92M +$565K +2,068 +7%
SCM
393
Spring Capital Management
Texas
$9.89M -$433K -1,585 -5%
Pacer Advisors
394
Pacer Advisors
Pennsylvania
$9.82M -$726K -2,657 -8%
MIF
395
Mediolanum International Funds
Ireland
$9.78M +$8.51M +31,119 New
PAG
396
Private Advisor Group
New Jersey
$9.76M +$359K +1,314 +4%
BFG
397
Beacon Financial Group
Texas
$9.76M -$520K -1,902 -6%
MSRPS
398
Maryland State Retirement & Pension System
Maryland
$9.57M +$72.5K +265 +0.9%
MGWM
399
Marks Group Wealth Management
Minnesota
$9.56M -$90.5K -331 -1%
LSA
400
L & S Advisors
California
$9.52M -$3.51M -12,846 -30%

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.