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
SIM
1251
Sentry Investment Management
Wisconsin
$654K
CIA
1252
Cascade Investment Advisors
Oregon
$650K -$1.96M -7,181 -78%
WIC
1253
Woodmont Investment Counsel
Tennessee
$647K -$1.37K -5 -0.2%
VCA
1254
Verdence Capital Advisors
Maryland
$644K +$9.3K +34 +2%
OCG
1255
Opus Capital Group
Ohio
$643K -$73.3K -268 -12%
RB
1256
Rodgers Brothers
Pennsylvania
$642K
PCM
1257
Prelude Capital Management
New York
$640K +$239K +873 +74%
FBFS
1258
First Business Financial Services
Wisconsin
$638K
PWM
1259
Penobscot Wealth Management
Maine
$637K -$1.39M -5,066 -71%
PCP
1260
Proficio Capital Partners
Massachusetts
$635K +$51.9K +190 +10%
SIMG
1261
Sonora Investment Management Group
Arizona
$635K +$2.19K +8 +0.4%
JWCA
1262
J.W. Cole Advisors
Florida
$631K +$75.7K +277 +16%
LIM
1263
Lagoda Investment Management
New York
$630K +$201K +735 +57%
MFC
1264
Mechanics Financial Corp
Ohio
$625K
SAM
1265
Smithbridge Asset Management
Pennsylvania
$625K
ZIG
1266
Zuckerman Investment Group
Illinois
$625K
PCG
1267
Prosperity Consulting Group
Maryland
$624K +$94.6K +346 +21%
PCM
1268
Pointe Capital Management
Michigan
$621K
HTIM
1269
Harbour Trust & Investment Management
Indiana
$620K
WCG
1270
Weaver Consulting Group
California
$617K +$4.1K +15 +0.8%
CA
1271
Commerzbank Aktiengesellschaft
Germany
$615K +$131K +480 +32%
WA
1272
WealthTrust Axiom
Pennsylvania
$614K +$273 +1 +0.1%
ACP
1273
Aviance Capital Partners
Florida
$612K -$23K -84 -4%
SIA
1274
Soltis Investment Advisors
Utah
$607K +$33.1K +121 +7%
SFS
1275
Summit Financial Strategies
Ohio
$607K +$2.46K +9 +0.5%

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.