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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
CRI
1326
Colonial River Investments
Virginia
$541K
PF
1327
Phoenix Financial
Israel
$539K -$20K -73 -4%
SIC
1328
Sigma Investment Counselors
Michigan
$536K +$31.7K +116 +7%
BCM
1329
Bornite Capital Management
New York
$535K -$41M -150,000 -99%
WIA
1330
Westbourne Investment Advisors
Maryland
$534K -$5.47K -20 -1%
AIM
1331
Alhambra Investment Management
Florida
$533K
IA
1332
Insight Advisors
Pennsylvania
$533K +$2.46K +9 +0.5%
CFA
1333
CWS Financial Advisors
Michigan
$525K -$30.9K -113 -6%
SPIS
1334
Steward Partners Investment Solutions
Oregon
$523K +$458K +1,674 New
FWP
1335
Firethorn Wealth Partners
Georgia
$523K -$27.1K -99 -6%
DCM
1336
Dudley Capital Management
Virginia
$522K -$84.8K -310 -16%
CWM
1337
Cornerstone Wealth Management
Missouri
$521K -$14.5K -53 -3%
MIS
1338
Morningstar Investment Services
Illinois
$519K -$295K -1,078 -39%
RA
1339
Rise Advisors
New York
$516K +$82K +300 +22%
JF
1340
Joule Financial
Kentucky
$511K -$8.2K -30 -2%
BCV
1341
Banque Cantonale Vaudoise
Switzerland
$507K -$793K -2,899 -64%
TNAM
1342
Terra Nova Asset Management
New York
$506K
VCP
1343
Verus Capital Partners
Arizona
$506K +$11.8K +43 +3%
AO
1344
Advisor OS
Illinois
$502K +$174K +637 +66%
KCMH
1345
Keywise Capital Management (HK)
Hong Kong
$500K +$437K +1,600 New
GA
1346
Geller Advisors
New York
$499K -$175K -641 -29%
SF
1347
Symphony Financial
Texas
$497K +$15.9K +58 +4%
WFI
1348
West Family Investments
California
$497K +$10.4K +38 +2%
ANTB
1349
AMG National Trust Bank
Colorado
$495K
LCM
1350
LVM Capital Management
Michigan
$495K +$23.2K +85 +6%

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.