We are live on ! Find out more

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
OC
1176
Oakworth Capital
Alabama
$808K -$15K -55 -2%
TSWM
1177
Tyler-Stone Wealth Management
Ohio
$803K +$3.55K +13 +0.5%
JWM
1178
Janiczek Wealth Management
Colorado
$801K -$32K -117 -4%
Capstone Investment Advisors
1179
Capstone Investment Advisors
New York
$799K +$352K +1,288 +102%
AHL
1180
Abel Hall LLC
Louisiana
$797K +$1.91K +7 +0.3%
MCM
1181
Mengis Capital Management
Oregon
$796K
NGA
1182
Naples Global Advisors
Florida
$795K +$6.83K +25 +1%
CCG
1183
Catalina Capital Group
California
$795K +$407K +1,487 +141%
WEG
1184
World Equity Group
Illinois
$794K +$2.73K +10 +0.4%
WPW
1185
Waldron Private Wealth
Pennsylvania
$792K +$9.02K +33 +1%
BPWM
1186
Badgley Phelps Wealth Managers
Washington
$790K +$12.6K +46 +2%
WDL
1187
Well Done LLC
Michigan
$787K +$4.92K +18 +0.7%
PTC
1188
Philadelphia Trust Company
Pennsylvania
$785K
WI
1189
Wintrust Investments
Illinois
$784K
CGIM
1190
Capital Group Investment Management
Singapore
$784K +$685K +2,507 New
OF
1191
Outfitter Financial
Maine
$782K -$478K -1,750 -41%
GWSG
1192
GPS Wealth Strategies Group
Colorado
$776K +$26.2K +96 +4%
CCMG
1193
Clark Capital Management Group
Pennsylvania
$773K +$676K +2,471 New
LWL
1194
Leo Wealth LLC
Texas
$771K +$308K +1,128 +84%
MNBTD
1195
Moody National Bank Trust Division
Texas
$768K -$93.2K -341 -12%
RFA
1196
Register Financial Advisors
Georgia
$766K -$1.91K -7 -0.3%
V
1197
VeraBank
Texas
$762K +$5.2K +19 +0.8%
MWM
1198
Modera Wealth Management
New Jersey
$758K +$26.8K +98 +4%
HC
1199
Hourglass Capital
Texas
$756K +$4.65K +17 +0.7%
MCM
1200
Monument Capital Management
Virginia
$755K

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.