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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
AFCM
1426
Applied Finance Capital Management
Puerto Rico
$426K -$13.4K -49 -3%
HFP
1427
Holistic Financial Partners
Indiana
$423K +$1.09K +4 +0.3%
CT
1428
ClearAlpha Technologies
Connecticut
$421K +$369K +1,348 New
SQA
1429
Simon Quick Advisors
New Jersey
$421K +$59.1K +216 +19%
CAM
1430
Columbia Asset Management
Michigan
$421K
MAM
1431
Meeder Asset Management
Ohio
$420K +$7.93K +29 +2%
TCM
1432
Tufton Capital Management
Maryland
$420K
QC
1433
Quent Capital
New York
$417K -$547 -2 -0.1%
AWA
1434
Arkadios Wealth Advisors
Georgia
$416K -$10.1K -37 -3%
DIM
1435
DLK Investment Management
California
$415K
OFS
1436
Orrstown Financial Services
Pennsylvania
$413K
SSWM
1437
Strait & Sound Wealth Management
California
$413K
HWM
1438
HFR Wealth Management
New York
$412K
RFS
1439
Retirement Financial Solutions
Tennessee
$408K
KIA
1440
Knollwood Investment Advisory
Maryland
$406K
MCM
1441
McRae Capital Management
New Jersey
$406K
SNB
1442
Security National Bank
Nebraska
$406K
WA
1443
Wealth Architects
California
$406K +$3.28K +12 +0.9%
NL
1444
NKCFO LLC
Illinois
$406K -$574K -2,100 -62%
FFA
1445
Fortune Financial Advisors
Kansas
$406K -$15.9K -58 -4%
PFP
1446
Paragon Financial Partners
California
$406K +$1.09K +4 +0.3%
DC
1447
Diametric Capital
Massachusetts
$405K -$596K -2,179 -63%
MKA
1448
M. Kulyk & Associates
Georgia
$405K -$20K -73 -5%
AL
1449
Aspiriant LLC
California
$405K +$58.2K +213 +20%
PA
1450
Probity Advisors
Texas
$403K -$273 -1 -0.1%

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.