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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
ITIM
1076
Indiana Trust & Investment Management
Indiana
$1.04M
FAM
1077
Formidable Asset Management
Ohio
$1.04M +$908K +3,321 New
EGM
1078
Engineers Gate Manager
New York
$1.03M -$4.26M -15,567 -82%
ZIM
1079
Zacks Investment Management
Illinois
$1.03M +$126K +462 +16%
EFM
1080
E Fund Management
China
$1.03M +$902K +3,300 New
WPC
1081
Waters Parkerson & Co
Louisiana
$1.03M +$32.8K +120 +4%
SFG
1082
SevenBridge Financial Group
Pennsylvania
$1.01M +$35.5K +130 +4%
EFSCE
1083
Enterprise Financial Services Corp (EFSC)
Missouri
$1.01M -$26K -95 -3%
FRM
1084
Fox Run Management
Connecticut
$1.01M +$884K +3,235 New
DWM
1085
Dynasty Wealth Management
Florida
$1.01M +$880K +3,220 New
AF
1086
Allworth Financial
California
$1M -$875K -3,199 -50%
DI
1087
Diligent Investors
California
$1M +$29K +106 +3%
SAM
1088
Smartleaf Asset Management
Massachusetts
$1M +$676K +2,472 +345%
BIA
1089
Bigelow Investment Advisors
Maine
$997K -$47K -172 -5%
FTIS
1090
First Trust Investment Solutions
Florida
$995K -$121K -444 -12%
MFA
1091
Mayflower Financial Advisors
Massachusetts
$993K +$10.4K +38 +1%
PIM
1092
Penobscot Investment Management
Massachusetts
$987K +$17.8K +65 +2%
ADIM
1093
Alpha DNA Investment Management
Maryland
$987K +$863K +3,155 New
Connor, Clark & Lunn Investment Management (CC&L)
1094
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$986K +$862K +3,153 New
EW
1095
Enzi Wealth
Texas
$982K
IAIM
1096
International Assets Investment Management
Florida
$981K +$501K +1,832 +140%
NC
1097
Napatree Capital
Rhode Island
$981K -$33.1K -121 -4%
GSB
1098
Greenfield Savings Bank
Massachusetts
$980K -$10.4K -38 -1%
CA
1099
Carson Advisory
Georgia
$976K +$6.01K +22 +0.7%
WIC
1100
Wilkins Investment Counsel
Massachusetts
$969K +$848K +3,100 New

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.