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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
SOS
1551
Silver Oak Securities
Tennessee
$322K -$200K -731 -42%
IF
1552
Intrua Financial
Texas
$321K -$4.65K -17 -2%
CNWM
1553
Clay Northam Wealth Management
California
$321K
TT
1554
TI-Trust
Illinois
$321K +$281K +1,028 New
B
1555
Bensler
Washington
$321K
AIM
1556
Avity Investment Management
Connecticut
$320K
1CM
1557
1492 Capital Management
Wisconsin
$319K -$4.65K -17 -2%
BWM
1558
BCS Wealth Management
Tennessee
$317K
VanEck Associates
1559
VanEck Associates
New York
$317K +$278K +1,015 New
CA
1560
Crewe Advisors
Utah
$317K +$277K +1,013 New
CS
1561
Cannell & Spears
New York
$316K -$13.7K -50 -5%
EIP
1562
Ellis Investment Partners
Pennsylvania
$316K
TH
1563
TCTC Holdings
Texas
$316K +$15.6K +57 +6%
RW
1564
Rede Wealth
Virginia
$314K
EP
1565
Edgestream Partners
New Jersey
$313K -$4.47M -16,351 -94%
SWP
1566
Strategic Wealth Partners
Ohio
$313K +$21.9K +80 +9%
BFA
1567
Buttonwood Financial Advisors
Maryland
$313K
LGF
1568
LGT Group Foundation
Liechtenstein
$313K
GWP
1569
Gateway Wealth Partners
Wisconsin
$312K +$42.4K +155 +18%
NS
1570
NBC Securities
Alabama
$311K -$15.6K -57 -6%
NRC
1571
New Republic Capital
North Carolina
$311K -$23K -84 -8%
KFI
1572
Key Financial Inc
Pennsylvania
$310K
PPWM
1573
Paragon Private Wealth Management
Kentucky
$309K
VP
1574
Verum Partners
North Carolina
$309K +$3.01K +11 +1%
FCM
1575
Fourpath Capital Management
Oklahoma
$308K -$13.7K -50 -5%

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.