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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
WHGC
701
Wealth High Governance Capital
Brazil
$3.13M +$2.73M +10,000 New
CCG
702
Cypress Capital Group
Florida
$3.12M +$79.3K +290 +3%
HI
703
Horizon Investments
North Carolina
$3.11M +$79K +289 +3%
RPCONE
704
Retirement Planning Company of New England
Rhode Island
$3.11M -$2.03M -7,440 -43%
BFEC
705
Benjamin F. Edwards & Company
Missouri
$3.1M +$62.1K +227 +2%
FMB
706
Field & Main Bank
Kentucky
$3.1M -$90.5K -331 -3%
BIM
707
Baldwin Investment Management
Pennsylvania
$3.06M +$124K +454 +5%
SFO
708
Stokes Family Office
Louisiana
$3.06M +$567K +2,074 +27%
GRP
709
Global Retirement Partners
California
$3.04M -$62.9K -230 -2%
CCM
710
CloudAlpha Capital Management
Hong Kong
$3.04M +$2.65M +9,710 New
HA
711
Herold Advisors
New York
$3.02M -$225K -824 -8%
MAS
712
Meeder Advisory Services
Ohio
$3.02M +$48.1K +176 +2%
RC
713
Roundview Capital
New Jersey
$3.02M +$607K +2,220 +30%
PHS
714
Pekin Hardy Strauss
Illinois
$3.02M -$663K -2,425 -20%
SFI
715
SPC Financial Inc
Maryland
$2.95M +$4.65K +17 +0.2%
AA
716
Apriem Advisors
California
$2.94M -$32.8K -120 -1%
MWM
717
MGB Wealth Management
Texas
$2.93M
JGCM
718
Joseph Group Capital Management
Ohio
$2.92M -$131K -480 -5%
VA
719
Vident Advisory
Georgia
$2.92M +$298K +1,091 +13%
BF
720
BOK Financial
Oklahoma
$2.89M -$836K -3,058 -25%
CNBT
721
Canandaigua National Bank & Trust
New York
$2.89M -$61.5K -225 -2%
LB
722
Legacy Bridge
Iowa
$2.89M -$20K -73 -0.8%
TPCW
723
TD Private Client Wealth
New York
$2.89M -$173K -633 -6%
AMIM
724
Aull & Monroe Investment Management
Alabama
$2.88M
FNA
725
First National Advisers
Nebraska
$2.88M +$728K +2,664 +35%

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.