We are live on ! Find out more

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
NB
951
Nicolet Bankshares
Wisconsin
$1.43M +$36.1K +132 +3%
OAM
952
Ostrum Asset Management
France
$1.43M +$905K +3,310 +262%
FMII
953
Farmers & Merchants Investments Inc
Nebraska
$1.43M -$30.1K -110 -2%
IWA
954
IVC Wealth Advisors
Pennsylvania
$1.43M +$547 +2 +0%
PWA
955
Provenance Wealth Advisors
Florida
$1.42M -$10.4K -38 -0.8%
CP
956
CenterBook Partners
Connecticut
$1.41M +$1.23M +4,512 New
SIG
957
Stonegate Investment Group
Alabama
$1.41M -$108K -394 -8%
FCCM
958
First City Capital Management
Georgia
$1.4M -$78.2K -286 -6%
CFFP
959
Center for Financial Planning
Michigan
$1.4M +$20.2K +74 +2%
PPG
960
Peak Planning Group
Colorado
$1.4M +$5.2K +19 +0.4%
NFA
961
Northern Financial Advisors
Michigan
$1.4M -$20.5K -75 -2%
FFS
962
Founders Financial Securities
Maryland
$1.39M -$42.7K -156 -3%
FFM
963
Forum Financial Management
Illinois
$1.39M +$74.1K +271 +6%
FWIA
964
Fort Washington Investment Advisors
Ohio
$1.38M +$2.73K +10 +0.2%
SPC
965
Spirepoint Private Client
Florida
$1.38M +$1.2M +4,401 New
BWM
966
Buckley Wealth Management
Nevada
$1.37M -$17.8K -65 -1%
CGA
967
Crescent Grove Advisors
Illinois
$1.37M
RRCM
968
Rappaport Reiches Capital Management
Illinois
$1.37M +$1.2M +4,380 New
VAG
969
VisionPoint Advisory Group
Texas
$1.37M +$1.19M +4,358 +36,317%
WPC
970
Wedmont Private Capital
Pennsylvania
$1.36M +$22.1K +81 +2%
RAM
971
Ramirez Asset Management
New York
$1.36M
DWT
972
Dorsey & Whitney Trust
South Dakota
$1.36M -$147K -536 -11%
MMA
973
Miracle Mile Advisors
California
$1.35M +$198K +726 +20%
CBT
974
CoreFirst Bank & Trust
Kansas
$1.35M -$124K -455 -10%
NP
975
NorthRock Partners
Minnesota
$1.35M +$32.5K +119 +3%

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.