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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
BHWM
626
Bar Harbor Wealth Management
New Hampshire
$4.05M +$86.7K +317 +3%
GH
627
GAM Holding
Switzerland
$4.04M -$137K -502 -4%
TCA
628
Trifecta Capital Advisors
Illinois
$4.01M +$543K +1,986 +18%
DT
629
Diversified Trust
Tennessee
$3.99M +$799K +2,922 +30%
NEI
630
Northwest & Ethical Investments
Ontario, Canada
$3.98M -$928K -3,393 -21%
Tudor Investment Corp
631
Tudor Investment Corp
Connecticut
$3.92M -$10M -36,644 -75%
JWCA
632
J.W. Coons Advisors
Ohio
$3.91M -$132K -482 -4%
RWP
633
RWA Wealth Partners
Massachusetts
$3.9M -$172K -630 -5%
HIC
634
Holderness Investments Company
North Carolina
$3.9M -$9.57K -35 -0.3%
CM
635
Cercano Management
Washington
$3.89M +$3.4M +12,446 New
WB
636
Webster Bank
Connecticut
$3.89M +$150K +549 +5%
LFG
637
Larson Financial Group
Missouri
$3.89M -$78.5K -287 -2%
WS
638
Wedbush Securities
California
$3.88M +$410K +1,498 +14%
AWM
639
Affinity Wealth Management
Delaware
$3.88M +$41.6K +152 +1%
DA
640
Doliver Advisors
Texas
$3.87M -$512K -1,871 -13%
FTDI
641
First Trust Direct Indexing
Massachusetts
$3.86M +$326K +1,194 +11%
NIM
642
NEOS Investment Management
Connecticut
$3.85M +$1.14M +4,166 +51%
PGA
643
Portland Global Advisors
Maine
$3.84M -$20.8K -76 -0.6%
HF
644
HRT Financial
New York
$3.82M -$916K -3,351 -22%
BC
645
Bowman & Company
Wisconsin
$3.81M -$106K -388 -3%
PWS
646
Peterson Wealth Services
Utah
$3.79M +$35.8K +131 +1%
EAM
647
EFG Asset Management
Oregon
$3.79M -$17.2K -63 -0.5%
OFG
648
Oxford Financial Group
Indiana
$3.78M -$25.4K -93 -0.8%
LD
649
Lipe & Dalton
New York
$3.76M -$16.4K -60 -0.5%
WMA
650
West Michigan Advisors
Michigan
$3.74M -$147K -538 -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.