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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
HPA
1476
High Probability Advisors
New York
$383K
MWA
1477
Midland Wealth Advisors
Illinois
$382K +$334K +1,222 New
OCM
1478
Objective Capital Management
Ohio
$381K +$1.09K +4 +0.3%
CWM
1479
Connecticut Wealth Management
Connecticut
$381K -$23K -84 -6%
DS
1480
DRW Securities
Illinois
$380K -$154K -563 -32%
III
1481
Independent Investors Inc
New York
$380K
SGC
1482
Slocum, Gordon & Co
Rhode Island
$380K
CC
1483
Corton Capital
Ontario, Canada
$380K +$332K +1,214 New
M
1484
MOTCO
Texas
$379K
DWM
1485
Drive Wealth Management
Utah
$379K -$82.3K -301 -20%
CF
1486
Centaurus Financial
California
$378K +$52.8K +193 +19%
ACM
1487
Ategra Capital Management
Virginia
$377K
RDWM
1488
Red Door Wealth Management
Tennessee
$377K +$46.2K +169 +16%
CRWM
1489
Castle Rock Wealth Management
California
$375K +$820 +3 +0.3%
CPC
1490
Congress Park Capital
New York
$375K
PL
1491
Parthenon LLC
Kentucky
$375K
CCA
1492
Cottonwood Capital Advisors
Utah
$375K -$71.9K -263 -18%
NIA
1493
NIA Impact Advisors
California
$374K +$327K +1,196 New
CT
1494
Chicago Trust
Illinois
$372K +$1.64K +6 +0.5%
IGWM
1495
ICA Group Wealth Management
Colorado
$372K +$90.5K +331 +39%
DAS
1496
Diversify Advisory Services
Utah
$371K +$325K +1,189 New
BCP
1497
Blue Chip Partners
Michigan
$371K +$183K +671 +130%
MSFS
1498
Main Street Financial Solutions
Pennsylvania
$370K +$33.1K +121 +11%
ACC
1499
Acorn Creek Capital
Colorado
$369K -$8.2K -30 -2%
Empower Advisory Group
1500
Empower Advisory Group
Colorado
$368K +$32K +117 +11%

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.