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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
CFCI
551
Comprehensive Financial Consultants Institutional
Indiana
$5.14M -$306K -1,119 -6%
SLI
552
Sumitomo Life Insurance
Japan
$5.13M -$137K -500 -3%
BFG
553
Bleakley Financial Group
New Jersey
$5.12M +$1.53M +5,579 +52%
SW
554
Simplicity Wealth
New Jersey
$5.11M +$4.47M +16,341 New
AIP
555
Ameritas Investment Partners
Nebraska
$5.11M -$53.9K -197 -1%
TCA
556
Transcend Capital Advisors
New Jersey
$5.08M +$325K +1,188 +8%
MLICM
557
Metropolitan Life Insurance Company (MetLife)
New York
$5.04M -$40.5K -148 -0.9%
WFMPM
558
Woodley Farra Manion Portfolio Management
Indiana
$4.99M -$671K -2,456 -13%
ZB
559
Zions Bancorporation
Utah
$4.97M -$808K -2,955 -16%
ACM
560
Ayrshire Capital Management
Connecticut
$4.97M +$780K +2,852 +22%
KOC
561
Koss-Olinger Consulting
Florida
$4.97M +$3.82M +13,985 +733%
MWS
562
Maxwell Wealth Strategies
California
$4.95M -$488K -1,786 -11%
JCM
563
Janney Capital Management
Pennsylvania
$4.92M -$210K -768 -5%
MPPLM
564
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.92M -$205K -749 -5%
PFM
565
Patton Fund Management
Texas
$4.92M -$583K -2,133 -12%
RBC
566
Romano Brothers & Co
Illinois
$4.92M -$2.73K -10 -0.1%
PG
567
Patten Group
Tennessee
$4.91M +$3.55K +13 +0.1%
MFG
568
Monte Financial Group
Connecticut
$4.9M -$1.35M -4,943 -24%
BCM
569
Brasada Capital Management
Texas
$4.88M -$151K -551 -3%
SC
570
Savant Capital
Illinois
$4.86M +$1.77M +6,490 +72%
AWS
571
Atria Wealth Solutions
New York
$4.84M +$639K +2,336 +18%
NWM
572
Northcape Wealth Management
New York
$4.84M -$112K -410 -3%
MGP
573
Metis Global Partners
California
$4.82M -$122K -446 -3%
CCM
574
Cullen Capital Management
New York
$4.81M -$136K -496 -3%
TI
575
Tidal Investments
Wisconsin
$4.81M -$1.45M -5,315 -26%

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.