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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$263M +$10.8M +39,604 +5%
CS
52
Credit Suisse
Switzerland
$252M -$19.7M -71,994 -8%
Lord, Abbett & Co
53
Lord, Abbett & Co
New Jersey
$247M +$82.2M +300,689 +61%
1832 Asset Management
54
1832 Asset Management
Ontario, Canada
$243M +$24.6M +89,861 +13%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$239M +$3.8M +13,892 +2%
National Pension Service
56
National Pension Service
South Korea
$239M +$209M +763,505 New
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$223M -$4.51M -16,506 -2%
DekaBank Deutsche Girozentrale
58
DekaBank Deutsche Girozentrale
Germany
$223M +$10.9M +39,949 +6%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$218M -$12.5M -45,779 -6%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$208M -$82.2M -300,478 -31%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$200M +$870K +3,181 +0.5%
Natixis Advisors
62
Natixis Advisors
Massachusetts
$199M -$3.41M -12,455 -2%
Axa
63
Axa
France
$192M +$13.1M +47,852 +8%
Los Angeles Capital Management
64
Los Angeles Capital Management
California
$188M +$87M +318,102 +112%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$182M -$15.3M -55,932 -9%
EAM
66
Eagle Asset Management
Florida
$181M +$1.8M +6,583 +1%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$180M +$2.23M +8,153 +1%
CAM
68
Congress Asset Management
Massachusetts
$179M +$11M +40,060 +8%
American Century Companies
69
American Century Companies
Missouri
$177M -$5.92M -21,662 -4%
Truist Financial
70
Truist Financial
North Carolina
$170M +$629K +2,302 +0.4%
Lazard Asset Management
71
Lazard Asset Management
New York
$167M -$37.5M -137,003 -20%
Public Sector Pension Investment Board (PSP Investments)
72
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$162M +$7.7M +28,160 +6%
Zurich Cantonal Bank
73
Zurich Cantonal Bank
Switzerland
$161M -$31.5M -115,144 -18%
Millennium Management
74
Millennium Management
New York
$155M +$8.17M +29,878 +6%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$149M +$21.5M +78,755 +20%

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.