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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
JC
601
JB Capital
Connecticut
$4.33M -$24.1K -88 -0.6%
RA
602
Ransom Advisory
Rhode Island
$4.33M +$3.79M +13,858 New
FWP
603
FAS Wealth Partners
Kansas
$4.31M +$94.9K +347 +3%
CCT
604
Capital City Trust
Florida
$4.31M -$143K -522 -4%
RSC
605
Red Spruce Capital
Pennsylvania
$4.31M -$1.03M -3,753 -21%
SC
606
Sawyer & Company
Massachusetts
$4.3M -$91.3K -334 -2%
LNWWM
607
Laird Norton Wetherby Wealth Management
California
$4.3M -$68.1K -249 -2%
WA
608
Wambolt & Associates
Colorado
$4.3M -$588K -2,151 -14%
OCA
609
Otter Creek Advisors
Florida
$4.28M +$1.31M +4,800 +54%
SCM
610
Summerhill Capital Management
Ontario, Canada
$4.28M +$3.74M +13,687 New
SCA
611
St. Clair Advisors
Ohio
$4.28M
TCM
612
Tandem Capital Management
New Jersey
$4.26M +$4.92K +18 +0.1%
GPFA
613
Game Plan Financial Advisors
Ohio
$4.24M -$137K -500 -4%
BCPE
614
Bain Capital Public Equity
Massachusetts
$4.24M +$477K +1,743 +15%
PT
615
Plimoth Trust
Massachusetts
$4.2M -$348K -1,273 -9%
CAG
616
Crestwood Advisors Group
Massachusetts
$4.2M -$4.65K -17 -0.1%
UCB
617
United Community Bank
South Carolina
$4.19M +$334K +1,223 +10%
CIS
618
Capital International Sarl
California
$4.19M +$3.66M +13,401 New
PAS
619
Park Avenue Securities
New York
$4.16M +$150K +548 +4%
NHT
620
New Hampshire Trust
New Hampshire
$4.15M -$125K -456 -3%
LCM
621
Logan Capital Management
Pennsylvania
$4.15M +$3.29M +12,026 +971%
WCM
622
Wunderlich Capital Managemnt
Tennessee
$4.15M -$784K -2,866 -18%
VIM
623
Vinva Investment Management
Australia
$4.12M +$539K +1,970 +18%
KRSITF
624
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.12M -$287K -1,048 -7%
NB
625
Norinchukin Bank
Japan
$4.12M -$44.6K -163 -1%

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.