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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
CIA
526
Concurrent Investment Advisors
Florida
$5.69M +$47.6K +174 +1%
SA
527
SpiderRock Advisors
Delaware
$5.66M +$5.18M +18,935 New
FNT
528
First National Trust
Pennsylvania
$5.64M -$92.4K -338 -2%
HCM
529
Howland Capital Management
Massachusetts
$5.61M -$69.4K -254 -1%
CIG
530
Consolidated Investment Group
Colorado
$5.6M
BPA
531
Beacon Pointe Advisors
California
$5.59M +$226K +827 +5%
Vontobel Holding
532
Vontobel Holding
Switzerland
$5.58M +$2.02M +7,402 +71%
QCM
533
Quantinno Capital Management
New York
$5.55M +$1.01M +3,699 +26%
CNFG
534
Creegan & Nassoura Financial Group
New Hampshire
$5.55M -$122K -445 -2%
CGH
535
Crossmark Global Holdings
Texas
$5.53M -$187K -684 -4%
AA
536
ALPS Advisors
Colorado
$5.51M +$63.4K +232 +1%
MPA
537
Marvin & Palmer Associates
Delaware
$5.51M -$216K -789 -4%
FIM
538
Fruth Investment Management
Texas
$5.49M -$2.73K -10 -0.1%
KIA
539
KCM Investment Advisors
California
$5.48M -$48.9K -179 -1%
Qube Research & Technologies (QRT)
540
Qube Research & Technologies (QRT)
United Kingdom
$5.46M -$47.2M -172,545 -91%
AWM
541
Apollon Wealth Management
South Carolina
$5.44M -$273K -998 -5%
Hudson Bay Capital Management
542
Hudson Bay Capital Management
Connecticut
$5.32M -$547K -2,000 -11%
MCB
543
Morton Community Bank
Illinois
$5.28M -$41K -150 -0.9%
SSWM
544
Smith Salley Wealth Management
North Carolina
$5.27M -$2.44M -8,910 -35%
GT
545
Greenleaf Trust
Michigan
$5.27M -$173K -632 -4%
GI
546
GAMCO Investors
Connecticut
$5.26M +$185K +677 +4%
CTC
547
Central Trust Company
Missouri
$5.24M +$25.7K +94 +0.6%
FIM
548
FWL Investment Management
Texas
$5.24M +$3.66M +13,370 +393%
WIS
549
Wright Investors Service
Connecticut
$5.17M +$27.3K +100 +0.6%
PWA
550
Phoenix Wealth Advisors
North Carolina
$5.16M -$629K -2,302 -12%

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.