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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
DWA
1376
Delap Wealth Advisory
Oregon
$471K +$142K +521 +53%
MCM
1377
Mendel Capital Management
Arkansas
$470K
FIA
1378
Foundations Investment Advisors
Arizona
$468K -$11.5K -42 -3%
BWP
1379
Balboa Wealth Partners
Arizona
$468K +$87.2K +319 +27%
FHA
1380
Flagship Harbor Advisors
Massachusetts
$468K +$47.3K +173 +13%
SRL
1381
Scientech Research LLC
New Jersey
$466K +$407K +1,490 New
LC
1382
Landaas & Company
Wisconsin
$465K -$69.4K -254 -15%
BBA
1383
BLB&B Advisors
Pennsylvania
$465K +$2.46K +9 +0.6%
Jones Financial Companies
1384
Jones Financial Companies
Missouri
$462K +$302K +1,104 +295%
PSCM
1385
Per Stirling Capital Management
Texas
$461K +$32.8K +120 +9%
VCM
1386
Virtue Capital Management
Tennessee
$461K -$156K -571 -28%
RIS
1387
Retirement Income Solutions
Michigan
$461K
TA
1388
Townsend & Associates
Colorado
$459K -$44.6K -163 -10%
PL
1389
Plancorp LLC
Missouri
$457K +$93.2K +341 +30%
PAG
1390
Paladin Advisory Group
Iowa
$457K
AC
1391
Allstate Corporation
Illinois
$457K
LHC
1392
Little House Capital
Massachusetts
$457K
CI Investments Inc
1393
CI Investments Inc
Ontario, Canada
$456K +$96.2K +352 +32%
CMI
1394
Clare Market Investments
Texas
$456K
HWAM
1395
Hennion & Walsh Asset Management
New Jersey
$453K +$105K +384 +36%
Members Trust
1396
Members Trust
Florida
$452K +$84.8K +310 +27%
AG
1397
AlTi Global
New York
$451K +$394K +1,442 New
RWB
1398
RMR Wealth Builders
New Jersey
$450K +$394K +1,440 New
EH
1399
Equitable Holdings
New York
$450K +$30.1K +110 +8%
MA
1400
MJP Associates
Connecticut
$450K +$394K +1,440 New

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.