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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
WIA
1101
Wetzel Investment Advisors
Indiana
$962K -$20K -73 -2%
GLA
1102
Great Lakes Advisors
Illinois
$960K +$245K +896 +41%
GAM
1103
Gemmer Asset Management
California
$954K +$39.6K +145 +5%
MA
1104
Montag & Associates
Georgia
$953K -$54.7K -200 -6%
RIA
1105
Realta Investment Advisors
Delaware
$952K -$202K -739 -20%
ACGA
1106
Atlanta Consulting Group Advisors
Georgia
$952K +$833K +3,045 New
TF
1107
Tompkins Financial
New York
$948K
JFG
1108
Jefferies Financial Group
New York
$946K +$253K +927 +44%
UFF
1109
USA Financial Formulas
Michigan
$946K -$210K -767 -20%
ADMI
1110
Albert D. Mason Inc
Massachusetts
$946K
AIM
1111
Aspen Investment Management
Michigan
$946K +$25.2K +92 +3%
GA
1112
GSG Advisors
New Jersey
$945K +$197K +719 +32%
V
1113
ViaWealth
Kansas
$944K
PAMG
1114
Patton Albertson Miller Group
Tennessee
$942K -$47.3K -173 -5%
GWMR
1115
GC Wealth Management RIA
Massachusetts
$941K +$323K +1,183 +65%
ESB
1116
Essex Savings Bank
Connecticut
$940K
MIM
1117
Morningstar Investment Management
Illinois
$939K
CAM
1118
Chesapeake Asset Management
New York
$938K +$820K +3,000 New
IBOK
1119
Independence Bank of Kentucky
Kentucky
$936K +$126K +460 +18%
CCG
1120
Cloverfields Capital Group
Minnesota
$923K
GM
1121
GeoWealth Management
Illinois
$922K +$181K +661 +29%
PWM
1122
Palumbo Wealth Management
New York
$920K -$24.3K -89 -3%
MCM
1123
Manchester Capital Management
Vermont
$918K +$18K +66 +2%
ANBT
1124
American National Bank & Trust
Texas
$916K -$7.66K -28 -0.9%
GWA
1125
Geometric Wealth Advisors
District of Columbia
$915K

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.