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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
Toronto Dominion Bank
126
Toronto Dominion Bank
Ontario, Canada
$72.2M +$1.29M +4,735 +2%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$71.5M +$681K +2,491 +1%
JSC
128
J. Stern & Co
United Kingdom
$71M +$12.5M +45,583 +25%
Korea Investment Corp
129
Korea Investment Corp
South Korea
$70.5M -$5.03M -18,391 -8%
ZIG
130
Zurich Insurance Group
Switzerland
$69.8M -$9.69M -35,425 -14%
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$69.3M -$817K -2,988 -1%
ORIO
132
Old Republic International (ORI)
Illinois
$67.9M -$19M -69,500 -24%
US Bancorp
133
US Bancorp
Minnesota
$65.5M -$1.8M -6,580 -3%
TAM
134
Trillium Asset Management
Massachusetts
$65.1M -$1.14M -4,187 -2%
RMDI
135
R.M. Davis Inc
Maine
$64.7M -$240K -879 -0.4%
VDI
136
Vaughan David Investments
Illinois
$64.2M -$1.38M -5,051 -2%
Nomura Asset Management
137
Nomura Asset Management
Japan
$63.5M +$2.03M +7,430 +4%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$61.8M -$4.72M -17,263 -8%
AA
139
Ancora Advisors
Ohio
$61.8M -$75.5K -276 -0.1%
ASC
140
Atalanta Sosnoff Capital
New York
$61.4M +$5.29M +19,355 +11%
Man Group
141
Man Group
United Kingdom
$60.6M +$32.3M +117,992 +155%
FCI
142
Financial Counselors Inc
Kansas
$60.5M -$1.93M -7,070 -4%
SAM
143
Scopus Asset Management
New York
$59.8M +$820K +3,000 +2%
DB
144
Danske Bank
Denmark
$58.4M +$51M +186,639 New
CIC
145
Carnegie Investment Counsel
Ohio
$58.3M -$1.06M -3,883 -2%
Royal London Asset Management
146
Royal London Asset Management
United Kingdom
$58.3M +$1.3M +4,771 +3%
CP
147
Cumberland Partners
Ontario, Canada
$58.1M -$2.52M -9,228 -5%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$57.4M +$334K +1,223 +0.7%
Corient Private Wealth
149
Corient Private Wealth
Florida
$56.9M +$395K +1,443 +0.8%
Fisher Asset Management
150
Fisher Asset Management
Washington
$56.8M -$1.24M -4,536 -2%

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.