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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
BNP Paribas Asset Management
426
BNP Paribas Asset Management
France
$8.62M +$1.07M +3,913 +17%
Thrivent Financial for Lutherans
427
Thrivent Financial for Lutherans
Minnesota
$8.6M -$632K -2,313 -8%
JIR
428
James Investment Research
Ohio
$8.59M -$29.5K -108 -0.4%
HCMT
429
Highland Capital Management (Tennessee)
Tennessee
$8.58M +$325K +1,190 +5%
FNBOO
430
First National Bank of Omaha
Nebraska
$8.57M -$4.29M -15,675 -33%
MWA
431
Meridian Wealth Advisors
Texas
$8.56M +$212K +777 +3%
IEFM
432
IQ EQ Fund Management
Ireland
$8.49M -$172K -628 -2%
HFS
433
Hantz Financial Services
Michigan
$8.47M -$101K -368 -1%
SFA
434
Sequoia Financial Advisors
Ohio
$8.45M -$673K -2,462 -8%
PCIA
435
Prime Capital Investment Advisors
Kansas
$8.42M +$620K +2,267 +9%
HC
436
Hendley & Co
Ohio
$8.41M +$9.57K +35 +0.1%
Focus Partners Wealth
437
Focus Partners Wealth
Massachusetts
$8.4M -$1.26M -4,620 -15%
ACM
438
Altrius Capital Management
North Carolina
$8.3M -$2.96M -10,814 -29%
ASN
439
Advisory Services Network
Georgia
$8.3M -$216K -789 -3%
NRS
440
Neville Rodie & Shaw
New York
$8.3M +$435K +1,592 +6%
AUB
441
Atlantic Union Bankshares
Virginia
$8.27M -$278K -1,015 -4%
RG
442
Rathbones Group
United Kingdom
$8.26M +$258K +945 +4%
SSB
443
Sandy Spring Bank
Maryland
$8.22M +$203K +744 +3%
SCM
444
Shelton Capital Management
Colorado
$8.19M -$27.3K -100 -0.4%
FCH
445
Freestone Capital Holdings
Washington
$8.14M +$505K +1,848 +8%
CFG
446
Cambridge Financial Group
Ohio
$8.11M -$105K -385 -1%
MYLI
447
Meiji Yasuda Life Insurance
Japan
$8.1M +$68.9K +252 +1%
BWS
448
Buck Wealth Strategies
Colorado
$8.1M +$6.38M +23,342 +912%
HIMCH
449
Hartford Investment Management Co (HIMCO)
Connecticut
$8.07M -$296K -1,081 -4%
CCB
450
Country Club Bank
Missouri
$8.07M -$254K -930 -3%

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.