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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
DWM
826
Darwin Wealth Management
Florida
$2.01M
CII
827
Capital International Inc
California
$2.01M +$1.76M +6,425 New
IAS
828
Insigneo Advisory Services
Florida
$2.01M +$1.75M +6,408 New
RSWM
829
Robertson Stephens Wealth Management
California
$2M +$63.2K +231 +4%
JCM
830
Jacobi Capital Management
Pennsylvania
$1.99M -$138K -506 -7%
AWM
831
Axxcess Wealth Management
California
$1.99M +$847K +3,097 +95%
ECM
832
Element Capital Management
New York
$1.98M +$1.73M +6,341 New
PWP
833
Principle Wealth Partners
Connecticut
$1.97M -$42.9K -157 -2%
PI
834
PFG Investments
New York
$1.97M +$219K +802 +15%
PP
835
PDS Planning
Ohio
$1.96M +$29K +106 +2%
WSCM
836
Wellington Shields Capital Management
New York
$1.96M +$6.83K +25 +0.4%
MFIM
837
Mesirow Financial Investment Management
Illinois
$1.96M +$158K +578 +10%
AF
838
Advisornet Financial
Minnesota
$1.94M -$26.2K -96 -2%
P
839
Pitcairn
Pennsylvania
$1.94M -$300K -1,097 -15%
RSA
840
River Street Advisors
Illinois
$1.94M +$69.4K +254 +4%
GI
841
GAMMA Investing
California
$1.93M +$59.1K +216 +4%
ONB
842
Old National Bancorp
Indiana
$1.93M -$191K -699 -10%
SAM
843
Sawgrass Asset Management
Florida
$1.92M -$44K -161 -3%
BMCM
844
Bryn Mawr Capital Management
Pennsylvania
$1.92M -$39.4K -144 -2%
CAC
845
Core Alternative Capital
Georgia
$1.92M -$3.83K -14 -0.2%
STA
846
Summit Trail Advisors
New York
$1.91M +$306K +1,120 +22%
FFA
847
Farther Finance Advisors
California
$1.91M +$495K +1,811 +42%
PP
848
Paloma Partners
Connecticut
$1.91M +$1.67M +6,107 New
Fayez Sarofim & Co
849
Fayez Sarofim & Co
Texas
$1.91M +$1.09K +4 +0.1%
TA
850
TCM Advisors
West Virginia
$1.9M

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.