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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
SIC
1151
Sterling Investment Counsel
New York
$863K +$32.8K +120 +5%
AIA
1152
Angeles Investment Advisors
California
$862K +$6.56K +24 +0.9%
LCGC
1153
Legacy Capital Group California
California
$858K -$185K -676 -20%
HW
1154
Hancock Whitney
Mississippi
$858K -$17K -62 -2%
OCM
1155
Orion Capital Management
California
$851K -$8.2K -30 -1%
CI
1156
CX Institutional
Indiana
$847K -$5.2K -19 -0.7%
ST
1157
Sabal Trust
Florida
$841K -$86.1K -315 -10%
CWA
1158
CM Wealth Advisors
Ohio
$838K +$698K +2,553 New
KCM
1159
KRS Capital Management
Michigan
$838K -$79.8K -292 -10%
CFO
1160
Collective Family Office
Pennsylvania
$837K +$103K +377 +16%
WF
1161
Welch & Forbes
Massachusetts
$835K +$58.2K +213 +9%
EFS
1162
Essex Financial Services
Connecticut
$833K +$35.5K +130 +5%
AWM
1163
Avior Wealth Management
Nebraska
$831K +$470K +1,719 +183%
MG
1164
Mather Group
Illinois
$831K -$73K -267 -7%
CGL
1165
Clarius Group LLC
Washington
$830K -$103K -377 -12%
BWL
1166
Bogart Wealth LLC
Virginia
$830K
BTW
1167
Boston Trust Walden
Massachusetts
$830K
ACM
1168
Allred Capital Management
Texas
$829K +$4.37K +16 +0.6%
CPSC
1169
Carl P. Sherr & Co
Massachusetts
$829K +$273 +1 +0%
FMLI
1170
Fukoku Mutual Life Insurance
Japan
$822K -$40.2K -147 -5%
NFG
1171
Nations Financial Group
Iowa
$820K +$27.3K +100 +4%
PP
1172
Patron Partners
Texas
$818K -$3.83K -14 -0.5%
MIC
1173
Maxi Investments CY
Cyprus
$813K +$711K +2,600 New
GAM
1174
Griffin Asset Management
New York
$813K +$711K +2,600 New
PFBT
1175
Parkside Financial Bank & Trust
Missouri
$810K +$284K +1,038 +67%

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.