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
HA
1351
Harfst & Associates
Wyoming
$494K -$8.48K -31 -2%
WA
1352
WBH Advisory
Maryland
$494K +$51.9K +190 +14%
AC
1353
Abbrea Capital
California
$494K +$32.8K +120 +8%
TLCM
1354
Twin Lakes Capital Management
California
$491K
CG
1355
Clarus Group
Texas
$490K
PFA
1356
Pathway Financial Advisors
Vermont
$488K
RPWA
1357
Regent Peak Wealth Advisors
Georgia
$485K +$3.55K +13 +0.8%
LI
1358
LVZ Inc
Michigan
$484K +$20.8K +76 +5%
CFO
1359
CVA Family Office
Colorado
$483K +$547 +2 +0.1%
PP
1360
Pegasus Partners
Wisconsin
$483K +$59.6K +218 +16%
IA
1361
IFP Advisors
Florida
$483K -$17.5K -64 -4%
GWAG
1362
Garrett Wealth Advisory Group
Texas
$483K -$9.3K -34 -2%
WMA
1363
Wealth Management Associates
New Jersey
$482K -$283K -1,034 -40%
CAL
1364
Capital Advisors Ltd
Ohio
$482K +$1.09K +4 +0.3%
SC
1365
Sepio Capital
Utah
$482K -$3.55K -13 -0.8%
WT
1366
Washington Trust
Rhode Island
$482K +$5.74K +21 +1%
MMPW
1367
Mitchell McLeod Pugh & Williams
Alabama
$481K +$12.8K +47 +3%
AMCA
1368
Arthur M. Cohen & Associates
Illinois
$481K +$157K +575 +60%
MPM
1369
MBB Public Markets
Illinois
$481K +$420K +1,537 New
WWP
1370
Walden Wealth Partners
Ohio
$480K
CBB
1371
Citizens Business Bank
California
$479K +$109K +397 +35%
WHC
1372
Wulff, Hansen & Co
California
$477K -$4.1K -15 -1%
PA
1373
Perennial Advisors
New York
$473K
SIM
1374
SSI Investment Management
California
$473K -$424K -1,550 -51%
RWMG
1375
Redwood Wealth Management Group
New Jersey
$472K -$19.1K -70 -4%

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.