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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
CT
476
Colonial Trust
South Carolina
$7.24M -$239K -874 -4%
DIA
477
Dana Investment Advisors
Wisconsin
$7.23M -$11.2K -41 -0.2%
CPC
478
Consolidated Planning Corp
Georgia
$7.19M -$478K -1,750 -7%
MPWT
479
MassMutual Private Wealth & Trust
Connecticut
$7.11M +$15.3K +56 +0.2%
SWP
480
Stratos Wealth Partners
Ohio
$7.1M -$74.9K -274 -1%
BPC
481
Banque Pictet & Cie
Switzerland
$7.04M +$328K +1,200 +6%
UIM
482
USS Investment Management
United Kingdom
$7M
VAS
483
Vestmark Advisory Solutions
Massachusetts
$6.95M -$163K -598 -3%
First Manhattan
484
First Manhattan
New York
$6.94M +$16.7K +61 +0.3%
AOWM
485
Alpha Omega Wealth Management
Virginia
$6.82M -$877K -3,206 -13%
LSAG
486
Lake Street Advisors Group
New Hampshire
$6.78M +$31.2K +114 +0.5%
TNBTD
487
Trustmark National Bank Trust Department
Mississippi
$6.7M +$340K +1,242 +6%
ACA
488
Aptus Capital Advisors
Alabama
$6.62M +$5.24M +19,159 +957%
NA
489
Navellier & Associates
Nevada
$6.56M -$1.29M -4,717 -18%
AP
490
Americana Partners
Texas
$6.55M +$1.19M +4,363 +26%
MIM
491
Moseley Investment Management
Florida
$6.55M -$11.5K -42 -0.2%
RIM
492
Reliant Investment Management
Tennessee
$6.53M -$79.3K -290 -1%
HVCM
493
Hel Ved Capital Management
Hong Kong
$6.46M +$5.65M +20,660 New
OCM
494
Oribel Capital Management
New York
$6.44M -$25.7M -94,100 -82%
KWM
495
Kingsview Wealth Management
Oregon
$6.43M +$259K +947 +5%
KOCAA
496
Knights of Columbus Asset Advisors
Connecticut
$6.4M +$67.8K +248 +1%
DWP
497
Daymark Wealth Partners
Ohio
$6.39M +$178K +652 +3%
SFWA
498
Summit Financial Wealth Advisors
Louisiana
$6.35M -$4.91M -17,958 -47%
NWM
499
Northwest Wealth Management
Iowa
$6.31M -$45.9K -168 -0.8%
NMERB
500
New Mexico Educational Retirement Board
New Mexico
$6.3M -$164K -600 -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.