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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
CIM
776
CCLA Investment Management
United Kingdom
$2.42M -$251K -918 -11%
CSIC
777
Clifford Swan Investment Counsel
California
$2.41M -$281K -1,027 -12%
RFA
778
Resurgent Financial Advisors
Georgia
$2.41M -$353K -1,291 -14%
WorldQuant Millennium Advisors
779
WorldQuant Millennium Advisors
New York
$2.41M -$1.5M -5,504 -42%
MGIA
780
Moneta Group Investment Advisors
Missouri
$2.36M -$1.59M -5,800 -43%
DWG
781
Darden Wealth Group
Michigan
$2.36M +$668K +2,444 +48%
VSQM
782
V-Square Quantitative Management
Illinois
$2.34M +$446K +1,631 +28%
JIC
783
Johnson Investment Counsel
Ohio
$2.34M -$38K -139 -2%
MIM
784
Marco Investment Management
Georgia
$2.32M +$13.7K +50 +0.7%
VI
785
Vestcor Inc
New Brunswick, Canada
$2.31M -$271K -993 -12%
Cohen & Steers
786
Cohen & Steers
New York
$2.31M +$1.44M +5,271 +249%
KWA
787
Kingswood Wealth Advisors
California
$2.31M -$102K -373 -5%
WA
788
Waverly Advisors
Alabama
$2.29M +$132K +483 +7%
BC
789
Burney Company
Virginia
$2.27M -$10.1K -37 -0.5%
BTI
790
Blue Trust Inc
Georgia
$2.26M +$59.1K +216 +3%
BONH
791
Bank of New Hampshire
New Hampshire
$2.25M +$190K +694 +11%
PTC
792
Private Trust Company
Ohio
$2.24M -$60.4K -221 -3%
PPWP
793
Premier Path Wealth Partners
New Jersey
$2.24M -$107K -390 -5%
CA
794
CoreCap Advisors
Michigan
$2.23M +$10.4K +38 +0.5%
IFWM
795
Institute for Wealth Management
Colorado
$2.22M
WSTAM
796
Wilbanks Smith & Thomas Asset Management
Virginia
$2.22M -$34.7K -127 -2%
PA
797
Parallel Advisors
California
$2.22M +$243K +888 +14%
AA
798
Altman Advisors
Illinois
$2.21M +$26.8K +98 +1%
DWA
799
Dorsey Wright & Associates
California
$2.21M +$112K +408 +6%
TW
800
TrinityPoint Wealth
Connecticut
$2.19M +$29K +106 +2%

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.