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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
CPIA
1226
Cornell Pochily Investment Advisors
New York
$719K -$56K -205 -8%
FMC
1227
First Merchants Corp
Indiana
$719K +$629K +2,300 New
ACM
1228
AUA Capital Management
Pennsylvania
$717K +$11.8K +43 +2%
KWMG
1229
King Wealth Management Group
Florida
$715K
SWM
1230
Shelton Wealth Management
Texas
$709K +$620K +2,269 New
CAG
1231
Csenge Advisory Group
Florida
$708K -$44K -161 -7%
EWM
1232
Empirical Wealth Management
Washington
$708K -$3.01K -11 -0.5%
FB
1233
First Bancorp
Maine
$705K -$547 -2 -0.1%
JFGIW
1234
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$705K -$68.4K -250 -10%
HDIM
1235
Hanson & Doremus Investment Management
Vermont
$695K +$5.74K +21 +1%
SS
1236
Sunbelt Securities
Texas
$693K +$36.9K +135 +6%
LFM
1237
LGT Fund Management
Liechtenstein
$688K
DBIA
1238
Dumont & Blake Investment Advisors
New Jersey
$688K
FMWA
1239
Forvis Mazars Wealth Advisors
Missouri
$682K -$11.5K -42 -2%
C
1240
Certuity
Florida
$680K +$62.1K +227 +12%
APP
1241
Avantax Planning Partners
Iowa
$675K +$237K +866 +67%
CP
1242
Covenant Partners
Tennessee
$674K -$289K -1,056 -33%
CW
1243
Connectus Wealth
Ohio
$673K -$13.5M -49,530 -96%
UB
1244
Umpqua Bank
Oregon
$672K +$588K +2,149 New
GFP
1245
Gryphon Financial Partners
Ohio
$667K -$58.8K -215 -9%
DWA
1246
Douglass Winthrop Advisors
New York
$666K +$42.9K +157 +8%
TCWA
1247
Turtle Creek Wealth Advisors
Texas
$660K +$6.83K +25 +1%
SPWG
1248
Sage Private Wealth Group
Illinois
$660K +$111K +406 +24%
WBC
1249
West Branch Capital
Massachusetts
$658K -$30.6K -112 -5%
BW
1250
Bison Wealth
Georgia
$655K -$16.1K -59 -3%

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.