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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
TIA
1301
Traphagen Investment Advisors
New Jersey
$584K +$1.91K +7 +0.4%
KTA
1302
Keeley-Teton Advisors
Illinois
$583K
CB
1303
Community Bank
New York
$583K -$6.83K -25 -1%
GWM
1304
Geneos Wealth Management
Colorado
$582K +$47K +172 +10%
VWA
1305
Visionary Wealth Advisors
Illinois
$580K
ST
1306
Spinnaker Trust
Maine
$579K +$4.65K +17 +0.9%
FCA
1307
FinTrust Capital Advisors
South Carolina
$578K +$101K +368 +25%
SCG
1308
Sonata Capital Group
Washington
$574K
SCM
1309
Stevens Capital Management
Pennsylvania
$572K -$575K -2,104 -53%
KP
1310
Keel Point
Alabama
$571K -$16.1K -59 -3%
EWP
1311
Elevation Wealth Partners
California
$564K -$21.1K -77 -4%
TAM
1312
Titleist Asset Management
Texas
$562K +$28.2K +103 +6%
HPC
1313
HM Payson & Co
Maine
$561K
PCA
1314
Prosperity Capital Advisors
Ohio
$560K +$96.2K +352 +24%
BDFN
1315
Bond & Devick Financial Network
Minnesota
$554K -$191K -700 -28%
BCM
1316
BluePath Capital Management
Georgia
$554K +$91.6K +335 +23%
DP
1317
DDD Partners
Washington
$553K -$23.9M -87,432 -98%
JWA
1318
JFS Wealth Advisors
Pennsylvania
$552K -$9.84K -36 -2%
AGWCA
1319
Annis Gardner Whiting Capital Advisors
Florida
$552K +$185K +677 +62%
RCA
1320
Resonant Capital Advisors
Wisconsin
$550K +$23.2K +85 +5%
CC
1321
Courier Capital
New York
$550K -$26.8K -98 -5%
NSAM
1322
North Star Asset Management
Wisconsin
$549K -$9.57K -35 -2%
NPT
1323
Nixon Peabody Trust
Massachusetts
$548K -$64.3K -235 -12%
SFP
1324
Shepherd Financial Partners
Massachusetts
$546K +$1.64K +6 +0.3%
RPC
1325
Rossmore Private Capital
Connecticut
$541K +$65.9K +241 +16%

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.