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
CT
1401
Caldwell Trust
Florida
$449K +$820 +3 +0.2%
BFC
1402
Bedel Financial Consulting
Indiana
$449K -$7.66K -28 -2%
FFN
1403
Focus Financial Network
Minnesota
$447K -$233K -854 -37%
LA
1404
Legacy Advisors
Pennsylvania
$447K +$15.3K +56 +4%
RCM
1405
RB Capital Management
Nevada
$447K +$14.8K +54 +4%
PFGIA
1406
Patriot Financial Group Insurance Agency
Massachusetts
$447K -$7.93K -29 -2%
ACM
1407
Andina Capital Management
Utah
$446K +$390K +1,426 New
CWM
1408
Centurion Wealth Management
Virginia
$444K -$87.8K -321 -18%
NHC
1409
Nicholas Hoffman & Company
Georgia
$442K +$55.2K +202 +17%
DDC
1410
DF Dent & Co
Maryland
$442K -$273 -1 -0.1%
SB
1411
Sunflower Bank
Texas
$437K -$16.4K -60 -4%
FFA
1412
First Foundation Advisors
California
$437K +$62.9K +230 +20%
TPWA
1413
TRUE Private Wealth Advisors
Oregon
$436K -$20.2K -74 -5%
LAM
1414
L2 Asset Management
Massachusetts
$433K +$18.6K +68 +5%
RCM
1415
Raleigh Capital Management
North Carolina
$433K +$27.6K +101 +8%
PWLP
1416
Prio Wealth Limited Partnership
Massachusetts
$432K -$5.47K -20 -1%
FIM
1417
Freedom Investment Management
Connecticut
$430K -$64.3K -235 -15%
BCM
1418
Brookstone Capital Management
Illinois
$430K +$50.6K +185 +16%
WSC
1419
Wellington Shields & Co
New York
$430K +$13.7K +50 +4%
VWM
1420
Venturi Wealth Management
Texas
$429K +$4.65K +17 +1%
IWP
1421
Invenio Wealth Partners
Florida
$429K -$159K -580 -30%
LA
1422
LVW Advisors
New York
$428K +$374K +1,369 New
OWA
1423
Outlook Wealth Advisors
Texas
$427K +$6.01K +22 +2%
GIA
1424
Gladstone Institutional Advisory
Florida
$427K -$186K -680 -33%
AWM
1425
Accel Wealth Management
Iowa
$426K +$136K +499 +58%

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.