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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
DLA
1451
Douglas Lane & Associates
New York
$403K -$113K -414 -24%
APW
1452
Austin Private Wealth
Texas
$402K +$109K +400 +47%
AAP
1453
Arax Advisory Partners
Colorado
$400K +$547 +2 +0.2%
LAS
1454
Legacy Advisory Services
Pennsylvania
$400K -$5.74K -21 -2%
FWM
1455
Focused Wealth Management
New York
$400K
VBCG
1456
Valley Brook Capital Group
Pennsylvania
$397K
ANB
1457
Amarillo National Bank
Texas
$397K
VC
1458
Vicus Capital
Pennsylvania
$395K +$345K +1,262 New
JWM
1459
JPL Wealth Management
Colorado
$394K +$25.4K +93 +8%
SSW
1460
Stone Summit Wealth
Florida
$394K +$2.73K +10 +0.8%
LJHT
1461
Laurie J. Hall Trustee
$394K -$1.64K -6 -0.5%
AWA
1462
Arbor Wealth Advisors
Michigan
$393K
QWP
1463
Quotient Wealth Partners
Texas
$392K -$16.4K -60 -5%
HP
1464
Hilltop Partners
Indiana
$392K -$3.01K -11 -0.9%
EWA
1465
EverSource Wealth Advisors
Alabama
$392K +$43.2K +158 +15%
BFA
1466
Beaumont Financial Advisors
Massachusetts
$391K -$820 -3 -0.2%
MIC
1467
Meridian Investment Counsel
California
$391K
CCFCSB
1468
Cape Cod Five Cents Savings Bank
Massachusetts
$391K -$7.38K -27 -2%
CAWM
1469
Capital Advisors Wealth Management
Washington
$390K
SIC
1470
Shoker Investment Counsel
Ohio
$390K
WPP
1471
Whalerock Point Partners
Rhode Island
$390K -$41K -150 -11%
AIM
1472
Athena Investment Management
California
$389K -$34.2K -125 -9%
CWM
1473
Circle Wealth Management
New Jersey
$386K +$23.5K +86 +7%
BC
1474
Bridgefront Capital
Texas
$386K -$524K -1,916 -61%
SWA
1475
Sax Wealth Advisors
New Jersey
$384K

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.