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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
D.E. Shaw & Co
901
D.E. Shaw & Co
New York
$1.64M -$3.97M -14,530 -73%
SWA
902
SFMG Wealth Advisors
Texas
$1.63M +$820 +3 +0.1%
PS
903
Principal Securities
Iowa
$1.62M +$236K +863 +20%
PCM
904
Penserra Capital Management
California
$1.61M +$293K +1,072 +26%
NB
905
Northwest Bancshares
Pennsylvania
$1.61M +$21.1K +77 +2%
TYCC
906
Texas Yale Capital Corp
Florida
$1.61M
MC
907
Matisse Capital
Oregon
$1.61M
MYIA
908
Mount Yale Investment Advisors
Colorado
$1.61M -$32.8K -120 -2%
CCA
909
Checchi Capital Advisers
California
$1.6M +$3.83K +14 +0.3%
HFM
910
Harvest Fund Management
China
$1.6M +$941K +3,441 +203%
SCTC
911
Sanibel Captiva Trust Company
Florida
$1.6M +$96K +351 +7%
VF
912
Virtu Financial
New York
$1.6M -$11.2K -41 -0.8%
LIM
913
Leavell Investment Management
Alabama
$1.6M +$104K +380 +8%
AWE
914
Avidian Wealth Enterprises
Texas
$1.59M +$139K +510 +11%
STAS
915
Strong Tower Advisory Services
Minnesota
$1.59M +$91.9K +336 +7%
EB
916
Emprise Bank
Kansas
$1.59M +$1.39M +5,074 New
PAM
917
Panagora Asset Management
Massachusetts
$1.58M -$271K -990 -16%
IWA
918
Invera Wealth Advisors
Oregon
$1.58M -$112K -409 -7%
FPF
919
First Pacific Financial
Washington
$1.57M -$76K -278 -5%
SWM
920
SeaCrest Wealth Management
New York
$1.57M -$477K -1,743 -26%
JCA
921
Jade Capital Advisors
New Jersey
$1.56M -$1.37M -5,000 -50%
GWM
922
GDS Wealth Management
Texas
$1.56M -$204K -746 -13%
KIG
923
Kowal Investment Group
Wisconsin
$1.55M +$2.19K +8 +0.2%
DCM
924
Davis Capital Management
Florida
$1.55M
EM
925
Excalibur Management
Massachusetts
$1.54M -$6.29K -23 -0.5%

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.