We are live on ! Find out more

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
PA
751
PFG Advisors
Arizona
$2.62M -$84.8K -310 -4%
CSPIA
752
Cary Street Partners Investment Advisory
Virginia
$2.62M +$70K +256 +3%
CBFP
753
Cedar Brook Financial Partners
Ohio
$2.61M -$27.3K -100 -1%
TAM
754
Tealwood Asset Management
Minnesota
$2.6M -$21.6K -79 -0.9%
PP
755
Patten & Patten
Tennessee
$2.6M +$6.83K +25 +0.3%
OHWP
756
Oak Harbor Wealth Partners
North Carolina
$2.6M -$64.3K -235 -3%
SA
757
Strategic Advisors
New York
$2.59M -$1.86M -6,791 -45%
SCI
758
S&CO Inc
Massachusetts
$2.58M +$1.09K +4 +0%
DI
759
DAGCO Inc
Ohio
$2.55M +$2.2M +8,052 +6,824%
FCP
760
Fidelis Capital Partners
Florida
$2.53M +$96K +351 +5%
VVP
761
Venture Visionary Partners
Ohio
$2.52M -$75.7K -277 -3%
CFG
762
Cooper Financial Group
California
$2.52M -$139K -507 -6%
IAN
763
Integrated Advisors Network
Texas
$2.52M -$6.31M -23,091 -74%
NAS
764
Nicolet Advisory Services
Wisconsin
$2.51M -$279K -1,021 -11%
LA
765
Lifeworks Advisors
Michigan
$2.5M +$92.4K +338 +4%
CG
766
Castellan Group
Kentucky
$2.5M -$729K -2,668 -25%
SIC
767
Salem Investment Counselors
North Carolina
$2.49M +$59.9K +219 +3%
NSIM
768
North Star Investment Management
Illinois
$2.48M
CVA
769
Central Valley Advisors
California
$2.47M +$26.5K +97 +1%
SB
770
Simmons Bank
Arkansas
$2.46M -$66.2K -242 -3%
GT
771
Glenview Trust
Kentucky
$2.45M +$30.1K +110 +1%
TAM
772
Tocqueville Asset Management
New York
$2.45M
FRA
773
Front Row Advisors
California
$2.45M +$32K +117 +2%
WA
774
Wealth Alliance
New York
$2.45M -$355K -1,298 -14%
FHB
775
First Hawaiian Bank
Hawaii
$2.44M -$116K -423 -5%

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.