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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
BFS
726
Bradley Foster & Sargent
Connecticut
$2.87M +$810K +2,962 +48%
HAG
727
HighPoint Advisor Group
Illinois
$2.87M -$5.2K -19 -0.2%
SIC
728
SFE Investment Counsel
California
$2.84M -$332K -1,215 -12%
LWP
729
LMG Wealth Partners
Louisiana
$2.84M -$39.1K -143 -2%
SLA
730
Silver Lake Advisory
Utah
$2.84M +$2.48M +9,082 New
CC
731
Cypress Capital
Tennessee
$2.82M -$986K -3,608 -29%
LFAS
732
Level Four Advisory Services
Texas
$2.8M
IB
733
Intrust Bank
Kansas
$2.79M +$5.74K +21 +0.2%
WANY
734
Wealthspire Advisors (New York)
New York
$2.79M -$130K -474 -5%
KCM
735
Kornitzer Capital Management
Kansas
$2.78M +$524K +1,918 +27%
BHPW
736
Beverly Hills Private Wealth
California
$2.78M -$556K -2,033 -19%
BFA
737
Bill Few Associates
Pennsylvania
$2.77M -$27.1K -99 -1%
IWC
738
Integrated Wealth Concepts
Massachusetts
$2.76M +$129K +472 +6%
CCM
739
Coldstream Capital Management
Washington
$2.74M +$278K +1,017 +13%
CTA
740
Chesley Taft & Associates
Illinois
$2.74M +$2.4M +8,760 New
CD
741
Chapin Davis
Maryland
$2.73M -$45.1K -165 -2%
PCM
742
Parsons Capital Management
Rhode Island
$2.73M +$40.7K +149 +2%
HL
743
HeadInvest LLC
Maine
$2.7M -$32.3K -118 -1%
OPTFSNA
744
Old Point Trust & Financial Services N A
Virginia
$2.7M -$97.1K -355 -4%
IWM
745
IHT Wealth Management
Illinois
$2.69M +$751K +2,747 +47%
SMC
746
Smith, Moore & Co
Missouri
$2.67M -$240K -877 -9%
WG
747
Winton Group
United Kingdom
$2.66M +$2.32M +8,494 New
Temasek Holdings
748
Temasek Holdings
Singapore
$2.63M
FMTCOCP
749
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.63M -$305K -1,117 -12%
FG
750
Fiduciary Group
Georgia
$2.62M -$2.73K -10 -0.1%

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.