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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
IGAM
1026
iA Global Asset Management
Quebec, Canada
$1.21M +$38.8K +142 +4%
CCA
1027
Cobblestone Capital Advisors
New York
$1.21M -$48.1K -176 -4%
OIA
1028
OneDigital Investment Advisors
Kansas
$1.21M -$51.1K -187 -5%
CW
1029
CreativeOne Wealth
Kansas
$1.2M +$684K +2,502 +189%
DA
1030
Dillon & Associates
Michigan
$1.19M
WAP
1031
Wealthcare Advisory Partners
Pennsylvania
$1.19M +$168K +614 +19%
NC
1032
NovaPoint Capital
Georgia
$1.19M -$313K -1,145 -23%
SMA
1033
Sage Mountain Advisors
Georgia
$1.18M +$145K +529 +16%
CT
1034
Coastline Trust
Rhode Island
$1.18M +$1.03M +3,767 New
ACIM
1035
Azimuth Capital Investment Management
Michigan
$1.16M -$621K -2,270 -38%
TC
1036
Taika Capital
Florida
$1.16M +$1.02M +3,720 New
MWM
1037
MorganRosel Wealth Management
Colorado
$1.16M -$176K -644 -15%
SI
1038
Seeds Investor
New York
$1.16M -$189K -692 -16%
ICG
1039
InterOcean Capital Group
Tennessee
$1.15M +$2.46K +9 +0.2%
MPIA
1040
Mountain Pacific Investment Advisers
Idaho
$1.15M
SAG
1041
SageView Advisory Group
California
$1.15M -$845K -3,089 -46%
EWM
1042
Evercore Wealth Management
New York
$1.14M -$6.01K -22 -0.6%
FNBTCON
1043
First National Bank & Trust Co of Newtown
Pennsylvania
$1.14M -$15K -55 -1%
AFG
1044
Allegheny Financial Group
Pennsylvania
$1.14M -$24.1K -88 -2%
SA
1045
SRN Advisors
Pennsylvania
$1.13M +$48.1K +176 +5%
HSA
1046
HBK Sorce Advisory
Pennsylvania
$1.13M -$75.7K -277 -7%
JSC
1047
Jackson Square Capital
California
$1.13M +$18.9K +69 +2%
EIG
1048
Ellenbecker Investment Group
Wisconsin
$1.11M -$67.8K -248 -7%
EWM
1049
Evermay Wealth Management
Virginia
$1.11M -$264K -964 -21%
PWPS
1050
Pinnacle Wealth Planning Services
Ohio
$1.11M -$38.3K -140 -4%

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.