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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
CFIA
576
Cantor Fitzgerald Investment Advisors
New York
$4.81M -$186K -679 -4%
IWA
577
Icon Wealth Advisors
Texas
$4.8M -$202K -738 -5%
Walleye Trading
578
Walleye Trading
New York
$4.76M +$4.16M +15,208 New
LCS
579
Levin Capital Strategies
New York
$4.74M -$314K -1,150 -7%
TPM
580
Triasima Portfolio Management
Quebec, Canada
$4.72M -$518K -1,894 -11%
USCWA
581
U.S. Capital Wealth Advisors
Texas
$4.72M +$351K +1,285 +9%
BSW
582
Buckingham Strategic Wealth
Missouri
$4.69M +$81.2K +297 +2%
CWG
583
Cornerstone Wealth Group
North Carolina
$4.69M -$2.2M -8,056 -35%
TCOT
584
Trust Company of Toledo
Ohio
$4.69M +$101K +371 +3%
BRWA
585
B. Riley Wealth Advisors
Florida
$4.68M -$289K -1,057 -5%
Wellington Management Group
586
Wellington Management Group
Massachusetts
$4.67M +$77.1K +282 +2%
BDS
587
Banco de Sabadell
Florida
$4.6M -$274K -1,004 -6%
CA
588
Cornerstone Advisors
North Carolina
$4.6M
BFIM
589
Beese Fulmer Investment Management
Ohio
$4.58M +$1.14M +4,178 +40%
Carson Wealth (CWM LLC)
590
Carson Wealth (CWM LLC)
Nebraska
$4.56M +$562K +2,055 +16%
SWM
591
Spire Wealth Management
Virginia
$4.56M -$91K -333 -2%
OSNBOA
592
Old Second National Bank of Aurora
Illinois
$4.55M -$145K -531 -4%
BIP
593
Bouvel Investment Partners
Pennsylvania
$4.53M -$29.8K -109 -0.7%
SPC
594
Sigma Planning Corp
Michigan
$4.52M +$2.56M +9,376 +185%
PCMH
595
Polymer Capital Management (HK)
Hong Kong
$4.47M +$3.91M +14,287 New
PP
596
PDT Partners
New York
$4.45M +$661K +2,417 +20%
SSA
597
South Street Advisors
New York
$4.39M
CCS
598
Concentric Capital Strategies
Connecticut
$4.39M +$3.83M +14,024 New
MOS
599
MGO One Seven
Ohio
$4.36M +$606K +2,218 +19%
PGFC
600
Peapack-Gladstone Financial Corp
New Jersey
$4.34M +$150K +550 +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.