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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
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$105M +$9.18M +33,589 +11%
AM
102
AGF Management
Ontario, Canada
$98.8M -$7.11M -25,997 -8%
AQR Capital Management
103
AQR Capital Management
Connecticut
$97.5M +$16.5M +60,183 +24%
Mitsubishi UFJ Trust & Banking
104
Mitsubishi UFJ Trust & Banking
Japan
$95.9M -$9.41M -34,420 -10%
Canada Life
105
Canada Life
Manitoba, Canada
$95.4M +$10.2M +37,134 +14%
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$93.8M +$14.7M +53,708 +23%
Point72 Asset Management
107
Point72 Asset Management
Connecticut
$91.7M +$80.2M +293,180 New
FMI
108
Factory Mutual Insurance
Massachusetts
$89.5M -$1.2M -4,400 -2%
SEI Investments
109
SEI Investments
Pennsylvania
$88.7M +$4.73M +17,285 +6%
VCP
110
Varenne Capital Partners
France
$84.8M +$74.2M +271,238 New
Canada Pension Plan Investment Board
111
Canada Pension Plan Investment Board
Ontario, Canada
$82.4M +$44.7M +163,394 +163%
RFC
112
Regions Financial Corp
Alabama
$80.9M -$90K -329 -0.1%
KeyBank National Association
113
KeyBank National Association
Ohio
$80.8M -$1.54M -5,626 -2%
EIP
114
Epoch Investment Partners
New York
$78.7M -$20.8M -76,232 -23%
FFB
115
First Financial Bankshares
Texas
$78.6M -$1.65M -6,046 -2%
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$78.6M +$5.91M +21,629 +5%
Retirement Systems of Alabama
117
Retirement Systems of Alabama
Alabama
$77.9M -$845K -3,091 -1%
Prudential Financial
118
Prudential Financial
New Jersey
$76.9M -$7.8M -28,539 -10%
DPL
119
Danica Pension Livsforsikrings
$76.4M +$66.8M +244,460 New
WT
120
Whittier Trust
California
$75.8M +$1.42M +5,202 +2%
ERSOT
121
Employees Retirement System of Texas
Texas
$74.7M
CB
122
Commerce Bank
Missouri
$74.2M -$5.73M -20,963 -8%
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$72.7M +$1.77M +6,485 +3%
SG Americas Securities
124
SG Americas Securities
New York
$72.6M +$10.1M +36,863 +19%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$72.4M -$4.87M -17,804 -7%

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.