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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
1SB
1201
1ST Source Bank
Indiana
$754K -$124K -453 -16%
CP
1202
Canopy Partners
Ohio
$754K +$113K +413 +21%
GIA
1203
Guyasuta Investment Advisors
Pennsylvania
$753K
AC
1204
Avestar Capital
New York
$752K -$377K -1,380 -37%
LSA
1205
Lion Street Advisors
Texas
$752K
EA
1206
Everpar Advisors
Oklahoma
$750K -$150K -548 -19%
SMH
1207
Sanders Morris Harris
Texas
$750K +$656K +2,400 New
BP
1208
BBR Partners
New York
$750K +$347K +1,270 +112%
FAIM
1209
Financial Advocates Investment Management
Washington
$749K -$28.7K -105 -4%
LFA
1210
Legacy Financial Advisors
Kentucky
$746K +$26.2K +96 +4%
CFMC
1211
Curbstone Financial Management Corp
New Hampshire
$746K
PK
1212
Pflug Koory
Nebraska
$744K -$58.8K -215 -8%
TWM
1213
Tradition Wealth Management
Minnesota
$744K -$5.74K -21 -0.9%
AFG
1214
Atomi Financial Group
New York
$741K +$100K +366 +18%
SC
1215
SouthState Corp
Florida
$739K -$54.4K -199 -8%
HNWAG
1216
High Net Worth Advisory Group
Florida
$739K +$82K +300 +15%
P
1217
&Partners
Tennessee
$738K +$336K +1,229 +109%
MFGM
1218
Marshall Financial Group (Maryland)
Maryland
$735K -$86.7K -317 -12%
TTWM
1219
TCV Trust & Wealth Management
Virginia
$735K +$13.7K +50 +2%
MA
1220
MONECO Advisors
Connecticut
$733K +$17.2K +63 +3%
TC
1221
TownSquare Capital
Utah
$732K +$179K +655 +39%
BCG
1222
Breakwater Capital Group
New Jersey
$732K +$23.8K +87 +4%
PCG
1223
PFC Capital Group
California
$722K +$394K +1,440 +166%
MCA
1224
MSH Capital Advisors
Arizona
$722K -$161K -590 -20%
PI
1225
PGGM Investments
Netherlands
$721K -$298K -1,091 -32%

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.