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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
CHAM
1501
Clear Harbor Asset Management
Connecticut
$366K -$6.01K -22 -2%
CA
1502
Crumly & Associates
Illinois
$366K +$76.6K +280 +31%
WFAG
1503
Worth Financial Advisory Group
North Carolina
$366K +$5.74K +21 +2%
OPOWM
1504
One Plus One Wealth Management
Florida
$364K -$66.7K -244 -17%
IFG
1505
Independent Financial Group
California
$364K +$2.73K +10 +0.9%
LC
1506
Lincoln Capital
Nebraska
$363K
TWP
1507
Triad Wealth Partners
Kansas
$363K +$318K +1,162 New
XF
1508
XML Financial
Maryland
$363K -$13.7K -50 -4%
LA
1509
Lindenwold Advisors
Pennsylvania
$360K
PAM
1510
Palisade Asset Management
Minnesota
$360K
CG
1511
Clifford Group
Massachusetts
$356K
SWS
1512
SYSTM Wealth Solutions
Illinois
$356K -$42.7K -156 -12%
VF
1513
VitalStone Financial
Texas
$354K +$310K +1,133 New
FFP
1514
FourThought Financial Partners
Florida
$352K -$820 -3 -0.3%
PCA
1515
Pallas Capital Advisors
Massachusetts
$352K +$308K +1,125 New
CCFM
1516
Clear Creek Financial Management
Washington
$350K +$61.2K +224 +25%
WHCI
1517
W.H. Cornerstone Investments
Massachusetts
$349K +$305K +1,115 New
SCP
1518
Sivia Capital Partners
California
$347K +$273 +1 +0.1%
BFA
1519
Beacon Financial Advisory
Ohio
$345K -$14.5K -53 -5%
ECG
1520
Edge Capital Group
Georgia
$344K -$4.65K -17 -2%
AA
1521
Alta Advisers
United Kingdom
$344K
BOM
1522
Bank of Marin
California
$344K
TWA
1523
Talisman Wealth Advisors
New Jersey
$344K -$2.73K -10 -0.9%
HKIM
1524
Hayek Kallen Investment Management
Alabama
$343K
CWA
1525
Consilium Wealth Advisory
Texas
$342K +$5.47K +20 +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.