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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
BWG
451
Berry Wealth Group
Texas
$8.04M -$58.2K -213 -0.8%
DC
452
Davenport & Co
Virginia
$8.02M +$233K +852 +3%
SCP
453
Shorepoint Capital Partners
Massachusetts
$7.94M +$2.28M +8,330 +49%
SCM
454
Sandler Capital Management
New York
$7.93M +$6.94M +25,375 New
QC
455
Quadrature Capital
United Kingdom
$7.8M -$9.02M -32,995 -57%
DADC
456
D.A. Davidson & Co
Montana
$7.8M +$843K +3,085 +14%
CIBC Private Wealth Group
457
CIBC Private Wealth Group
Georgia
$7.79M +$624K +2,281 +10%
WC
458
Westhampton Capital
North Carolina
$7.79M -$36.9K -135 -0.5%
TFA
459
Transamerica Financial Advisors
Florida
$7.74M +$6.11M +22,346 +934%
BHA
460
Beech Hill Advisors
New York
$7.68M -$102K -374 -1%
GC
461
Gratus Capital
Georgia
$7.68M +$1.52M +5,561 +29%
BFM
462
Boothbay Fund Management
New York
$7.66M -$12.7M -46,424 -65%
BWAM
463
Boyd Watterson Asset Management
Ohio
$7.61M -$33.6K -123 -0.5%
MIP
464
Marietta Investment Partners
Wisconsin
$7.59M +$1.13M +4,130 +20%
PCA
465
Providence Capital Advisors
North Carolina
$7.59M +$121K +442 +2%
FDCDDQ
466
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.57M +$1.05M +3,848 +17%
AWM
467
AE Wealth Management
Kansas
$7.57M -$2.14M -7,842 -24%
IC
468
IEQ Capital
California
$7.56M +$609K +2,226 +10%
RBA
469
Richard Bernstein Advisors
New York
$7.52M
ATPW
470
Ashton Thomas Private Wealth
Arizona
$7.42M +$953K +3,487 +17%
SAM
471
Securian Asset Management
Minnesota
$7.35M -$480K -1,756 -7%
SL
472
Summitry LLC
California
$7.31M -$2.48M -9,068 -28%
CFSG
473
Community Financial Services Group
Vermont
$7.28M +$6.37M +23,283 New
EF
474
Empowered Funds
Pennsylvania
$7.28M +$4.78M +17,490 +302%
LSERS
475
Louisiana State Employees Retirement System
Louisiana
$7.25M -$246K -900 -4%

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.