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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
UW
1126
Unique Wealth
Florida
$911K +$502K +1,835 +170%
FWTB
1127
First Western Trust Bank
Colorado
$911K -$10.9K -40 -1%
GVAG
1128
Great Valley Advisor Group
Delaware
$910K +$53.9K +197 +7%
OFS
1129
OneAscent Financial Services
Alabama
$907K +$17K +62 +2%
BMCM
1130
Burns Matteson Capital Management
New York
$904K +$19.7K +72 +3%
UAML
1131
US Asset Management LLC
Pennsylvania
$902K -$11.5K -42 -1%
SIM
1132
Stratos Investment Management
Ohio
$902K -$6.01K -22 -0.8%
IIC
1133
Ironwood Investment Counsel
Arizona
$897K
PNC
1134
Park National Corp
Ohio
$897K +$22.4K +82 +3%
AC
1135
ASB Consultores
Florida
$896K +$784K +2,867 New
WC
1136
Waterloo Capital
Texas
$894K +$185K +678 +31%
GD
1137
Grandfield & Dodd
New York
$892K
SI
1138
Scharf Investments
California
$890K +$778K +2,846 New
LC
1139
Lindbrook Capital
California
$888K +$26K +95 +3%
BMM
1140
Buffington Mohr McNeal
Idaho
$883K +$772K +2,823 New
WG
1141
Welch Group
Alabama
$881K +$3.83K +14 +0.5%
AAG
1142
Accordant Advisory Group
Maryland
$881K +$770K +2,817 New
HFBOT
1143
Home Federal Bank of Tennessee
Tennessee
$881K
MADR
1144
Milestones Administradora de Recursos
Brazil
$880K +$769K +2,813 New
BCA
1145
Bay Colony Advisors
Massachusetts
$875K +$17K +62 +2%
HIC
1146
Hartline Investment Corp
Illinois
$875K +$765K +2,798 New
Luther King Capital Management (LKCM)
1147
Luther King Capital Management (LKCM)
Texas
$871K +$13.7K +50 +2%
LW
1148
Linscomb Wealth
Texas
$866K -$5.2K -19 -0.7%
AAS
1149
Ameritas Advisory Services
Nebraska
$865K -$1.42M -5,179 -65%
PPP
1150
Private Portfolio Partners
New Jersey
$865K

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.