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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
CET
76
Clean Energy Transition
United Kingdom
$146M -$11.7M -42,699 -8%
Mirae Asset Global Investments
77
Mirae Asset Global Investments
South Korea
$144M -$37.5M -137,288 -14%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$144M -$3.21M -11,752 -2%
BCPEMI
79
Bain Capital Public Equity Management II
Massachusetts
$143M +$54.7M +200,215 +78%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$142M +$65.6M +240,007 +112%
Principal Financial Group
81
Principal Financial Group
Iowa
$140M +$1.34M +4,906 +1%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$138M -$2.62M -9,568 -2%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$137M -$790K -2,889 -0.7%
Schroder Investment Management Group
84
Schroder Investment Management Group
United Kingdom
$135M +$28.8M +105,269 +32%
LPL Financial
85
LPL Financial
California
$127M +$8.27M +30,253 +8%
WJWM
86
Williams Jones Wealth Management
New York
$126M +$10.9M +39,860 +11%
Federated Hermes
87
Federated Hermes
Pennsylvania
$124M +$8.57M +31,330 +9%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$122M -$9.27M -33,892 -8%
HTC
89
Haverford Trust Company
Pennsylvania
$122M -$50.6K -185 -0%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$118M -$2.98M -10,908 -3%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$117M -$7.56M -27,655 -7%
Mariner
92
Mariner
Kansas
$117M -$2.28M -8,329 -2%
FMI
93
Fiduciary Management Inc
Wisconsin
$114M -$6.62M -24,205 -6%
SAM
94
Silvercrest Asset Management
New York
$112M -$1.43M -5,216 -1%
Citigroup
95
Citigroup
New York
$111M +$7.99M +29,238 +9%
HA
96
Homestead Advisers
Virginia
$107M -$164K -600 -0.2%
First Trust Advisors
97
First Trust Advisors
Illinois
$107M -$4.7M -17,183 -5%
Victory Capital Management
98
Victory Capital Management
Texas
$107M -$18.9M -69,199 -17%
Russell Investments Group
99
Russell Investments Group
United Kingdom
$107M +$7.37M +26,948 +9%
HighTower Advisors
100
HighTower Advisors
Illinois
$106M +$6.04M +22,075 +7%

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.