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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
SAM
676
Selway Asset Management
$3.5M -$3.29M -12,050 -52%
CAL
677
Capital Analysts LLC
Pennsylvania
$3.48M -$244K -893 -7%
PTCG
678
Pring Turner Capital Group
California
$3.46M -$1.69M -6,194 -36%
ISWM
679
Independent Solutions Wealth Management
New York
$3.45M -$248K -908 -8%
HH
680
Hilltop Holdings
Texas
$3.44M +$374K +1,368 +14%
WP
681
WealthShield Partners
North Carolina
$3.42M +$436K +1,594 +17%
GDP
682
Great Diamond Partners
Maine
$3.4M -$15.9K -58 -0.5%
PHIMC
683
Private Harbour Investment Management & Counsel
Ohio
$3.39M -$15K -55 -0.5%
Squarepoint
684
Squarepoint
New York
$3.39M +$2.73K +10 +0.1%
HCCM
685
Hudson Canyon Capital Management
New York
$3.38M
SCM
686
Silvant Capital Management
Georgia
$3.38M
SC
687
Searle & Co
Connecticut
$3.38M
GCM
688
Graham Capital Management
Connecticut
$3.38M +$1.93M +7,045 +188%
SAM
689
Silphium Asset Management
United Kingdom
$3.36M
SFI
690
Siemens Fonds Invest
Germany
$3.36M -$23.5K -86 -0.8%
BBA
691
Baader Bank Aktiengesellschaft
Germany
$3.35M +$1.5M +5,500 +106%
Bank of Nova Scotia
692
Bank of Nova Scotia
Ontario, Canada
$3.32M -$134K -490 -4%
HP
693
Hartree Partners
New York
$3.32M +$684K +2,503 +31%
OWP
694
Obermeyer Wealth Partners
Colorado
$3.3M +$2.88M +10,538 New
HWM
695
HB Wealth Management
Georgia
$3.28M +$116K +426 +4%
IAA
696
Independent Advisor Alliance
North Carolina
$3.24M -$518K -1,894 -15%
BHCM
697
Brevan Howard Capital Management
Jersey
$3.16M +$2.48M +9,080 +873%
SP
698
Symmetry Partners
Connecticut
$3.15M +$2.75M +10,075 New
PL
699
Perpetual Ltd
Australia
$3.13M -$3.55K -13 -0.1%
MGM
700
Miura Global Management
New York
$3.13M +$2.73M +10,000 New

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.