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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
FNBT
1051
FineMark National Bank & Trust
Florida
$1.1M -$909K -3,326 -49%
MA
1052
MCF Advisors
Kentucky
$1.1M -$8.75K -32 -0.9%
GP
1053
Girard Partners
Pennsylvania
$1.09M -$32.3K -118 -3%
HBT
1054
Heartland Bank & Trust
Illinois
$1.09M +$2.73K +10 +0.3%
CRC
1055
Curi RMB Capital
Illinois
$1.09M +$79.8K +292 +9%
NL
1056
NWAM LLC
Washington
$1.09M +$13.9K +51 +2%
PMSA
1057
Patrick M. Sweeney & Associates
Illinois
$1.08M +$23.8K +87 +3%
CIA
1058
Citadel Investment Advisory
Ohio
$1.08M +$1.37K +5 +0.1%
RCAG
1059
Rehmann Capital Advisory Group
Michigan
$1.08M -$9.3K -34 -1%
QC
1060
Quaero Capital
Switzerland
$1.08M +$941K +3,442 New
NCM
1061
NCM Capital Management
New Jersey
$1.08M
SC
1062
Sagefield Capital
Texas
$1.07M +$939K +3,435 New
AWP
1063
Abacus Wealth Partners
California
$1.07M
DCM
1064
Dimension Capital Management
Florida
$1.07M +$56.9K +208 +6%
HKIMG
1065
Hutchens & Kramer Investment Management Group
Indiana
$1.06M -$26.8K -98 -3%
FW
1066
FirstPurpose Wealth
Utah
$1.06M +$17.2K +63 +2%
OIA
1067
Optimum Investment Advisors
Illinois
$1.06M
Verition Fund Management
1068
Verition Fund Management
Connecticut
$1.05M -$3.21M -11,723 -78%
BWM
1069
Biltmore Wealth Management
Arizona
$1.05M
SVWAG
1070
Sound View Wealth Advisors Group
Georgia
$1.05M -$32.5K -119 -3%
MIC
1071
Means Investment Company
Maine
$1.05M +$2.19K +8 +0.2%
BJL
1072
Brighton Jones LLC
Washington
$1.04M +$186K +681 +26%
FBB
1073
Fulton Breakefield Broenniman
Maryland
$1.04M -$176K -642 -16%
GAMC
1074
Garner Asset Management Corp
Texas
$1.04M +$65.6K +240 +8%
RIA
1075
Richwood Investment Advisors
Ohio
$1.04M

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.