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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
IGGA
851
Iron Gate Global Advisors
Utah
$1.89M +$6.29K +23 +0.4%
CPM
852
Connective Portfolio Management
New York
$1.89M +$1.65M +6,035 New
MBT
853
Montecito Bank & Trust
California
$1.89M -$60.7K -222 -4%
RWM
854
Ritholtz Wealth Management
New York
$1.88M +$81.7K +299 +5%
ANBTV
855
American National Bank & Trust (Virginia)
Virginia
$1.88M +$1.64M +6,010 New
BOH
856
Bank of Hawaii
Hawaii
$1.88M -$51.9K -190 -3%
SACTSONJ
857
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.88M
SIAP
858
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.87M -$126K -460 -7%
AWA
859
Aaron Wealth Advisors
Illinois
$1.87M -$37.2K -136 -2%
CGFA
860
Colton Groome Financial Advisors
North Carolina
$1.86M -$3.83K -14 -0.2%
PRWA
861
Platte River Wealth Advisors
Colorado
$1.86M
LC
862
LCNB Corp
Ohio
$1.86M -$58.8K -215 -3%
EA
863
Eudaimonia Advisors
Tennessee
$1.83M +$17.8K +65 +1%
WWM
864
Western Wealth Management
Colorado
$1.83M -$1.02M -3,723 -39%
FI
865
Financial Insights
Washington
$1.83M -$97.1K -355 -6%
CCWM
866
Cassaday & Co Wealth Management
Virginia
$1.83M +$68.1K +249 +4%
MS
867
Maven Securities
Jersey
$1.82M +$1.59M +5,820 New
MWM
868
Modern Wealth Management
Kansas
$1.82M +$212K +776 +15%
GL
869
Graypoint LLC
New York
$1.79M +$13.1K +48 +0.8%
SC
870
Syon Capital
California
$1.78M -$1.51M -5,507 -49%
QWM
871
Quadcap Wealth Management
Texas
$1.78M +$44.8K +164 +3%
VA
872
Valmark Advisers
Ohio
$1.77M +$45.1K +165 +3%
JAG
873
Journey Advisory Group
Kentucky
$1.76M +$820 +3 +0.1%
CA
874
Continuum Advisory
Idaho
$1.76M +$330K +1,207 +30%
PIWA
875
Prevail Innovative Wealth Advisors
Kansas
$1.76M +$1.54M +5,621 New

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.