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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
CIC
876
Crawford Investment Counsel
Georgia
$1.76M +$271K +990 +21%
JF
877
Jump Financial
Illinois
$1.75M -$4.07M -14,871 -73%
XT
878
XTX Topco
Cayman Islands
$1.75M +$1.53M +5,588 New
SDWMA
879
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.74M +$14.8K +54 +1%
CAM
880
Cozad Asset Management
Illinois
$1.73M -$13.1K -48 -0.9%
PWM
881
Perigon Wealth Management
California
$1.72M +$69.7K +255 +5%
BFM
882
Boston Financial Management
Massachusetts
$1.72M +$150K +550 +11%
AAP
883
Ardsley Advisory Partners
Connecticut
$1.72M +$1.5M +5,500 New
PP
884
Prudential plc
United Kingdom
$1.72M -$3.05M -11,164 -67%
ST
885
Smithfield Trust
Pennsylvania
$1.72M +$7.66K +28 +0.5%
NG
886
NWK Group
California
$1.71M +$10.7K +39 +0.7%
Holocene Advisors
887
Holocene Advisors
New York
$1.71M +$1.49M +5,456 New
GAM
888
Groupama Asset Management
France
$1.7M -$971K -3,550 -57%
VLC
889
Van Leeuwen & Company
New Jersey
$1.69M -$157K -576 -10%
1IA
890
1620 Investment Advisors
Massachusetts
$1.69M -$78.7K -288 -5%
CFA
891
Capstone Financial Advisors
Illinois
$1.69M -$18K -66 -1%
CA
892
Claro Advisors
Massachusetts
$1.68M +$56.6K +207 +4%
MCWA
893
Meadow Creek Wealth Advisors
Georgia
$1.68M -$25.2K -92 -2%
FFA
894
Founders Financial Alliance
North Carolina
$1.68M +$466K +1,705 +47%
FCB
895
First County Bank
Connecticut
$1.67M -$64.3K -235 -4%
EP
896
Eudaimonia Partners
Tennessee
$1.67M +$6.29K +23 +0.4%
SI
897
Saxon Interests
Texas
$1.66M +$56.3K +206 +4%
PPWP
898
Proquility Private Wealth Partners
Nevada
$1.66M -$120K -439 -8%
CH
899
Canton Hathaway
Rhode Island
$1.66M
ECP
900
Electron Capital Partners
New York
$1.65M +$1.44M +5,285 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.