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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
CG
801
Caprock Group
Idaho
$2.19M +$69.7K +255 +4%
ACM
802
AlphaStar Capital Management
North Carolina
$2.18M +$29K +106 +2%
SW
803
SlateStone Wealth
Florida
$2.17M +$88.9K +325 +5%
DBRC
804
D.B. Root & Company
Pennsylvania
$2.17M -$86.1K -315 -4%
BBI
805
Baxter Bros Inc
Connecticut
$2.17M -$513K -1,875 -21%
FHA
806
First Horizon Advisors
Tennessee
$2.16M -$35K -128 -2%
IIM
807
Intact Investment Management
Quebec, Canada
$2.16M -$137K -500 -7%
CFG
808
Citizens Financial Group
Rhode Island
$2.14M -$83.1K -304 -4%
MRCM
809
M&R Capital Management
New Jersey
$2.13M -$334K -1,223 -15%
TIA
810
Trust Investment Advisors
Indiana
$2.12M -$10.9K -40 -0.6%
ECM
811
Evergreen Capital Management
Washington
$2.11M +$16.1K +59 +0.9%
ACA
812
Atlas Capital Advisors
Wyoming
$2.11M -$174K -636 -9%
SIC
813
Samalin Investment Counsel
New York
$2.09M +$111K +407 +6%
FB
814
Fulton Bank
Pennsylvania
$2.08M +$237K +867 +15%
PA
815
Profund Advisors
Maryland
$2.06M +$379K +1,388 +27%
CPA
816
Court Place Advisors
Maryland
$2.06M -$123K -450 -6%
NP
817
Nilsine Partners
Colorado
$2.05M -$172K -628 -9%
SIAG
818
Signet Investment Advisory Group
Rhode Island
$2.04M -$6.29K -23 -0.4%
CIC
819
Cornercap Investment Counsel
Georgia
$2.04M -$165K -603 -8%
CICC
820
Capital Investment Counsel (Colorado)
Colorado
$2.04M +$1.34M +4,900 +303%
EFMC
821
Empire Financial Management Company
New York
$2.04M -$46.5K -170 -3%
CAMG
822
CWA Asset Management Group
Florida
$2.02M -$171K -624 -9%
ADL
823
Asset Dedication LLC
California
$2.02M -$10.1K -37 -0.6%
IMCOOI
824
Investment Management Corp of Ontario (IMCO)
Canada
$2.02M -$793K -2,900 -31%
FG
825
Foster Group
Iowa
$2.02M +$7.38K +27 +0.4%

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.