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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
TWM
1526
Thrive Wealth Management
Pennsylvania
$342K -$28.2K -103 -9%
RZH
1527
Relyea Zuckerberg Hanson
Connecticut
$342K +$9.3K +34 +3%
HBT
1528
Hills Bank & Trust
Iowa
$341K +$39.9K +146 +15%
DFO
1529
Duquesne Family Office
New York
$341K +$298K +1,090 New
FSA
1530
Franklin Street Advisors
North Carolina
$340K +$297K +1,086 New
AWM
1531
Angeles Wealth Management
California
$339K +$42.9K +157 +17%
EI
1532
Ellevest Inc
New York
$338K +$9.3K +34 +3%
RWP
1533
Ridgecrest Wealth Partners
California
$337K
HWA
1534
Heartwood Wealth Advisors
Virginia
$336K +$5.47K +20 +2%
TFF
1535
The Family Firm
Maryland
$336K
WGC
1536
Watts Gwilliam & Co
Arizona
$336K +$278K +1,016 New
SWP
1537
Significant Wealth Partners
Illinois
$333K +$291K +1,066 New
CWM
1538
Compass Wealth Management
Connecticut
$331K
FAG
1539
Fortitude Advisory Group
Washington
$331K -$8.2K -30 -3%
PMFA
1540
Plante Moran Financial Advisors
Michigan
$331K -$820 -3 -0.3%
BMC
1541
Beaton Management Company
Massachusetts
$330K
SRSA
1542
S.R. Schill & Associates
Washington
$330K -$191K -700 -40%
TIM
1543
Tevis Investment Management
Texas
$329K -$62.6K -229 -18%
KBFS
1544
Kohmann Bosshard Financial Services
Ohio
$328K
DCM
1545
Driehaus Capital Management
Illinois
$327K -$58.2K -213 -17%
SSWM
1546
Sheets Smith Wealth Management
North Carolina
$325K +$4.65K +17 +2%
LWM
1547
Lyell Wealth Management
California
$324K -$8.2K -30 -3%
OL
1548
OneFund LLC
Florida
$323K -$5.47K -20 -2%
FFA
1549
Fragasso Financial Advisors
Pennsylvania
$323K +$9.84K +36 +4%
NFG
1550
Nadler Financial Group
Illinois
$322K

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.