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Eaton
ETN

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: 54 → 73 (+19)

26% more capital invested

Capital invested by funds: $82.2B → $103B (+$21.2B)

10% more funds holding

Funds holding: 1,816 → 2,004 (+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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$795M
2
Capital World Investors
Capital World Investors
California
+$667M
3
Jennison Associates
Jennison Associates
New York
+$333M
4
National Pension Service
National Pension Service
South Korea
+$209M
5
BlackRock
BlackRock
New York
+$125M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.6B
2
JP Morgan Chase
JP Morgan Chase
New York
-$499M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$461M
4
DZ Bank
DZ Bank
Germany
-$382M
5
Ameriprise
Ameriprise
Minnesota
-$257M
Name Holding Trade Value Shares
Change 		Change in
Stake
OQS
976
Occudo Quantitative Strategies
Florida
$1.34M +$1.17M +4,281 New
MWM
977
Mission Wealth Management
California
$1.34M -$7.38K -27 -0.6%
AC
978
AlphaCore Capital
California
$1.33M -$6.83K -25 -0.6%
PWMAG
979
Pinnacle Wealth Management Advisory Group
New Jersey
$1.33M -$47.8K -175 -4%
TSS
980
Two Sigma Securities
New York
$1.33M +$1.16M +4,258 New
LSPW
981
Lake Street Private Wealth
Illinois
$1.33M +$25.2K +92 +2%
KSWWM
982
Keyes Stange & Wooten Wealth Management
Florida
$1.33M -$58.5K -214 -5%
ETC
983
Exchange Traded Concepts
Oklahoma
$1.32M +$892K +3,261 +334%
RA
984
RFG Advisory
Alabama
$1.32M +$58.2K +213 +5%
AT
985
Arden Trust
Delaware
$1.32M -$94.3K -345 -8%
IIA
986
Integral Investment Advisors
California
$1.32M +$1.15M +4,200 New
CI
987
Cigna Investments
Connecticut
$1.32M -$14.2K -52 -1%
OFS
988
Oldfather Financial Services
Nebraska
$1.32M +$1.64K +6 +0.1%
QI
989
Qtron Investments
Massachusetts
$1.31M +$84.5K +309 +8%
STCG
990
Speece Thorson Capital Group
Minnesota
$1.31M – – –
BBHC
991
Brown Brothers Harriman & Co
New York
$1.3M -$212K -774 -16%
YIA
992
YHB Investment Advisors
Connecticut
$1.3M +$858K +3,139 +310%
AIM
993
Anchor Investment Management
South Carolina
$1.29M +$851K +3,113 +307%
RB
994
Renasant Bank
Mississippi
$1.29M -$14.8K -54 -1%
ARG
995
Advisory Resource Group
Oklahoma
$1.28M +$42.7K +156 +4%
DIM
996
Delta Investment Management
California
$1.28M – – –
LWA
997
Lantern Wealth Advisors
New York
$1.28M -$54.7K -200 -5%
WPA
998
West Paces Advisors
Georgia
$1.28M -$44.8K -164 -4%
PFC
999
Phocas Financial Corp
California
$1.28M – – –
GBT
1000
Grove Bank & Trust
Florida
$1.27M -$40.7K -149 -4%
38 39
40
41 42

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.