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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
BDL
926
Bey-Douglas LLC
Georgia
$1.54M +$1.35M +4,924 New
TPW
927
Transatlantique Private Wealth
New York
$1.53M
MIM
928
MTM Investment Management
South Carolina
$1.52M +$38.5K +141 +3%
CAM
929
Covenant Asset Management
New Jersey
$1.52M +$101K +370 +8%
IFS
930
Ifrah Financial Services
Arkansas
$1.51M -$33.4K -122 -2%
QCG
931
Quadrant Capital Group
Ohio
$1.51M -$20K -73 -1%
PVI
932
Pine Valley Investments
New Jersey
$1.51M -$129K -473 -9%
TNB
933
Thomasville National Bank
Georgia
$1.5M -$2.46K -9 -0.2%
CDH
934
Charles D. Hyman
$1.5M +$94.1K +344 +8%
PPC
935
Park Place Capital
Alabama
$1.5M -$74.6K -273 -5%
SB
936
Strategic Blueprint
Georgia
$1.5M +$243K +890 +23%
PA
937
Procyon Advisors
Connecticut
$1.49M -$13.4K -49 -1%
CIA
938
Capital Investment Advisors
Georgia
$1.48M -$5.2K -19 -0.4%
ECU
939
Eisler Capital (US)
New York
$1.47M +$1.29M +4,700 New
CG
940
Cutler Group
California
$1.46M -$292K -1,067 -19%
TP
941
Tranquility Partners
Tennessee
$1.46M -$83.9K -307 -6%
SAA
942
Southeast Asset Advisors
Georgia
$1.46M
MW
943
Marcum Wealth
Ohio
$1.46M +$29.8K +109 +2%
Optiver Holding
944
Optiver Holding
Netherlands
$1.45M +$1.27M +4,650 New
GFS
945
GYL Financial Synergies
Connecticut
$1.45M -$130K -475 -9%
SIA
946
Schechter Investment Advisors
Michigan
$1.45M -$77.1K -282 -6%
ZF
947
Zhang Financial
Michigan
$1.45M +$53.9K +197 +4%
KA
948
Kintegral Advisory
New York
$1.44M -$3.83K -14 -0.3%
HWP
949
Highline Wealth Partners
California
$1.44M +$7.38K +27 +0.6%
FCAS
950
First Command Advisory Services
Texas
$1.43M +$2.21M +8,066 +1,698%

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.