We are live on ! Find out more

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
Franklin Resources
26
Franklin Resources
California
$667M +$47.6M +173,957 +9%
Pictet Asset Management
27
Pictet Asset Management
Switzerland
$664M -$83.4M -305,180 -13%
Amundi
28
Amundi
France
$613M -$40M -146,427 -7%
TD Asset Management
29
TD Asset Management
Ontario, Canada
$595M -$34.6M -126,555 -6%
UBS Group
30
UBS Group
Switzerland
$541M +$25.3M +92,385 +6%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$503M +$14.4M +52,537 +3%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$498M -$13.2M -48,340 -3%
Stifel Financial
33
Stifel Financial
Missouri
$455M -$6.81M -24,890 -2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$453M -$35.8M -131,116 -8%
Bessemer Group
35
Bessemer Group
New Jersey
$453M -$11.2M -41,046 -3%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$450M -$72.8M -266,433 -16%
UBS AM
37
UBS AM
Illinois
$440M -$16M -58,437 -4%
Baillie Gifford & Co
38
Baillie Gifford & Co
United Kingdom
$416M -$132M -484,122 -27%
Janus Henderson Group
39
Janus Henderson Group
United Kingdom
$412M +$48.3M +176,571 +15%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$410M -$668K -2,443 -0.2%
BG
41
Bahl & Gaynor
Ohio
$410M -$7.57M -27,703 -2%
Boston Partners
42
Boston Partners
Massachusetts
$403M -$78.1M -285,832 -18%
Jennison Associates
43
Jennison Associates
New York
$395M +$333M +1,219,790 +2,857%
Swiss National Bank
44
Swiss National Bank
Switzerland
$374M -$14.2M -51,900 -4%
Citadel Advisors
45
Citadel Advisors
Florida
$371M -$19.5M -71,229 -6%
Artisan Partners
46
Artisan Partners
Wisconsin
$317M +$11.6M +42,447 +4%
Barclays
47
Barclays
United Kingdom
$316M -$99.6M -364,381 -27%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$306M +$9.17M +33,549 +4%
Deutsche Bank
49
Deutsche Bank
Germany
$303M +$12.2M +44,498 +5%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$270M -$963K -3,522 -0.4%

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.