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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
KRS
401
Kentucky Retirement Systems
Kentucky
$9.48M -$444K -1,624 -5%
DJSG
402
D.J. St. Germain
Massachusetts
$9.45M +$141K +516 +2%
CAM
403
Carret Asset Management
New York
$9.41M -$282K -1,030 -3%
GSCM
404
Greenfield Seitz Capital Management
Texas
$9.4M -$598K -2,187 -7%
AGAM
405
Avalon Global Asset Management
California
$9.38M
WAM
406
Winslow Asset Management
Ohio
$9.38M +$5.74K +21 +0.1%
FPAS
407
Focus Partners Advisor Solutions
Missouri
$9.35M +$7.53M +27,538 +1,163%
RCIM
408
Red Cedar Investment Management
Michigan
$9.26M +$1.32M +4,838 +20%
NC
409
Nicholas Company
Wisconsin
$9.18M -$1.65M -6,020 -17%
HPIA
410
Hamilton Point Investment Advisors
North Carolina
$9.12M -$4.88M -17,842 -38%
EA
411
Ellsworth Advisors
Ohio
$9.1M -$146K -533 -2%
KBC Group
412
KBC Group
Belgium
$9.1M -$577K -2,111 -7%
RWA
413
River Wealth Advisors
Pennsylvania
$9.01M +$144K +526 +2%
CA
414
Clearstead Advisors
Ohio
$9M +$659K +2,410 +10%
EI
415
Ethic Inc
New York
$9M +$445K +1,627 +6%
SYBT
416
Stock Yards Bank & Trust
Kentucky
$9M -$431K -1,576 -5%
PCTC
417
Perkins Coie Trust Company
Washington
$8.96M +$51.4K +188 +0.7%
IIM
418
INTECH Investment Management
Florida
$8.87M -$40.9M -149,487 -84%
JWM
419
Jackson Wealth Management
Florida
$8.84M +$6.56K +24 +0.1%
NW
420
NewEdge Wealth
Pennsylvania
$8.81M +$818K +2,992 +12%
AWM
421
Avitas Wealth Management
California
$8.77M +$112K +409 +1%
RCW
422
Rheos Capital Works
Japan
$8.76M
CNBTD
423
Citizens National Bank Trust Department
Mississippi
$8.75M -$146K -535 -2%
AAS
424
Annex Advisory Services
Wisconsin
$8.74M +$144K +525 +2%
Credit Agricole
425
Credit Agricole
France
$8.7M +$3.57M +13,066 +86%

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.