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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
TC
1276
Trium Capital
United Kingdom
$603K +$527K +1,929 New
GLA
1277
Good Life Advisors
Pennsylvania
$603K -$104K -379 -16%
GGHC
1278
Gilder Gagnon Howe & Co
New York
$603K +$67.5K +247 +15%
GHAM
1279
Gilman Hill Asset Management
Connecticut
$602K +$27.3K +100 +5%
GWM
1280
Glass Wealth Management
Texas
$602K +$526K +1,924 New
FAFN
1281
First Affirmative Financial Network
Colorado
$602K -$25.4K -93 -5%
CIM
1282
Contravisory Investment Management
Massachusetts
$601K -$91.9K -336 -15%
AEPWM
1283
Atlantic Edge Private Wealth Management
Florida
$600K
BCM
1284
Bayesian Capital Management
New York
$600K +$524K +1,918 New
RIL
1285
Rothschild Investment LLC
Illinois
$599K +$6.01K +22 +1%
CFG
1286
Carr Financial Group
Massachusetts
$598K
BSB
1287
Bangor Savings Bank
Maine
$595K -$13.7K -50 -3%
VCAM
1288
Van Cleef Asset Management
Ohio
$594K -$24.1K -88 -4%
ALAM
1289
Asahi Life Asset Management
Japan
$594K +$519K +1,900 New
TW
1290
Transform Wealth
Colorado
$592K -$50.9K -186 -9%
RIM
1291
RW Investment Management
Idaho
$591K -$7.93K -29 -2%
PWP
1292
Phillips Wealth Planners
Mississippi
$591K -$21.3K -78 -4%
PIP
1293
Peachtree Investment Partners
Florida
$587K +$168K +613 +48%
SDIC
1294
South Dakota Investment Council
South Dakota
$586K
PSP
1295
Principal Street Partners
Tennessee
$586K +$504K +1,845 New
TA
1296
TrueWealth Advisors
Alabama
$586K -$20.5K -75 -4%
PCFFS
1297
Pacific Center for Financial Services
California
$585K +$512K +1,871 New
MCCP
1298
Mission Creek Capital Partners
California
$585K +$512K +1,871 New
RIA
1299
Regal Investment Advisors
Michigan
$585K +$139K +508 +37%
PCS
1300
Personal CFO Solutions
New Jersey
$585K +$8.2K +30 +2%

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.