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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
FA
1001
Faithward Advisors
Pennsylvania
$1.26M +$279K +1,020 +34%
TCM
1002
Twin Capital Management
Pennsylvania
$1.26M -$7.93K -29 -0.7%
ZIC
1003
ZWJ Investment Counsel
Georgia
$1.25M +$623K +2,279 +131%
CIA
1004
Choate Investment Advisors
Massachusetts
$1.25M +$29.5K +108 +3%
9WM
1005
9258 Wealth Management
Ohio
$1.25M -$41K -150 -4%
CFP
1006
Catalyst Financial Partners
Massachusetts
$1.25M +$59.1K +216 +6%
RCS
1007
Retirement Capital Strategies
California
$1.25M
FTC
1008
Farmers Trust Company
Ohio
$1.25M -$14.5K -53 -1%
TPI
1009
Trust Point Inc
Wisconsin
$1.25M +$1.91K +7 +0.2%
DP
1010
Dearborn Partners
Illinois
$1.24M -$1.91K -7 -0.2%
MA
1011
Mutual Advisors
Nebraska
$1.24M +$326K +1,191 +43%
TPA
1012
Trivium Point Advisory
Connecticut
$1.23M +$374K +1,368 +53%
LP
1013
LMR Partners
United Kingdom
$1.23M +$1.08M +3,944 New
BP
1014
Ballentine Partners
Massachusetts
$1.23M -$11.8K -43 -1%
CCWM
1015
Correct Capital Wealth Management
Missouri
$1.23M +$126K +460 +13%
KA
1016
KLCM Advisors
Wisconsin
$1.23M +$109K +400 +11%
CL
1017
Choreo LLC
Illinois
$1.22M +$11.2K +41 +1%
CA
1018
Cullinan Associates
Kentucky
$1.22M -$915K -3,345 -46%
BIG
1019
Brooklyn Investment Group
New York
$1.22M -$25.2K -92 -2%
HIA
1020
Harbor Investment Advisory
Maryland
$1.22M +$55.5K +203 +5%
ERIC
1021
Eagle Rock Investment Company
Georgia
$1.22M -$137K -500 -11%
I
1022
InceptionR
California
$1.22M +$1.06M +3,892 New
RTC
1023
Riverview Trust Company
Washington
$1.21M
BAM
1024
Belpointe Asset Management
Nevada
$1.21M +$240K +876 +29%
CIAS
1025
Capital Investment Advisory Services
North Carolina
$1.21M +$774K +2,831 +273%

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.