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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
SWM
501
Scissortail Wealth Management
Oklahoma
$6.29M -$3.03M -11,073 -36%
ISB
502
Iowa State Bank
Iowa
$6.28M -$656K -2,400 -11%
CA
503
Callahan Advisors
Texas
$6.28M +$213K +779 +4%
ONGA
504
O'Neil Global Advisors
California
$6.25M +$5.47M +20,000 New
HFM
505
Hartford Financial Management
Connecticut
$6.25M
PFS
506
Prospera Financial Services
Texas
$6.25M +$89.7K +328 +2%
MAM
507
Mystic Asset Management
Rhode Island
$6.24M +$108K +394 +2%
FT
508
Fiduciary Trust
Massachusetts
$6.23M +$976K +3,569 +22%
SP
509
Stonebrook Private
Michigan
$6.14M +$374K +1,369 +7%
AAS
510
Avantax Advisory Services
Texas
$6.1M +$1.54M +5,634 +41%
TRCT
511
Tower Research Capital (TRC)
New York
$6.05M -$8.26M -30,198 -61%
SCA
512
Stonebridge Capital Advisors
Minnesota
$6.04M -$149K -546 -3%
MFG
513
Merit Financial Group
Georgia
$6.02M +$3.34M +12,206 +186%
SAM
514
Strategy Asset Managers
California
$6M +$30.6K +112 +0.6%
FTWA
515
Fifth Third Wealth Advisors
Ohio
$5.95M +$1.55M +5,668 +42%
DWM
516
Dakota Wealth Management
Florida
$5.94M -$75.2K -275 -1%
H
517
HoyleCohen
California
$5.89M +$330K +1,207 +7%
SIC
518
Schwartz Investment Counsel
Michigan
$5.89M
EWA
519
EP Wealth Advisors
California
$5.89M +$218K +798 +4%
WCM
520
Windward Capital Management
California
$5.87M -$89.1K -326 -2%
LFP
521
Leeward Financial Partners
Washington
$5.75M +$276K +1,011 +6%
SW
522
StrongBox Wealth
Missouri
$5.74M -$329K -1,204 -6%
PCM
523
Pinnbrook Capital Management
New York
$5.73M -$12.1M -44,416 -71%
PGAM
524
Princeton Global Asset Management
New Jersey
$5.72M -$134K -490 -3%
ATC
525
Argent Trust Co
Tennessee
$5.71M +$41.3K +151 +0.8%

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.