We are live on ! Find out more

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
AFT
1576
Alpha Family Trust
California
$308K
IAMOG
1577
Investors Asset Management of Georgia
Georgia
$308K -$4.1K -15 -2%
DOA
1578
D'Orazio & Associates
Virginia
$307K +$5.2K +19 +2%
LWM
1579
Laidlaw Wealth Management
New York
$306K -$590K -2,159 -69%
KCM
1580
Kathmere Capital Management
Pennsylvania
$305K +$3.01K +11 +1%
CWM
1581
Cahaba Wealth Management
Georgia
$305K
HKAM
1582
Horizon Kinetics Asset Management
New York
$305K
CB
1583
CNB Bank
Pennsylvania
$304K -$2.46K -9 -0.9%
VC
1584
Veracity Capital
Georgia
$304K +$8.75K +32 +3%
O3W
1585
Omni 360 Wealth
New Jersey
$304K -$1.91K -7 -0.7%
CIP
1586
Convergence Investment Partners
Florida
$302K -$1.09K -4 -0.4%
FSCM
1587
Front Street Capital Management
Montana
$301K -$5.47K -20 -2%
IW
1588
Imprint Wealth
South Carolina
$301K +$264K +964 New
SP
1589
Saranac Partners
$300K -$257K -940 -49%
HBWM
1590
Hollow Brook Wealth Management
New York
$299K
TPW
1591
TL Private Wealth
Texas
$298K
SGCA
1592
Steel Grove Capital Advisors
Tennessee
$297K +$27.3K +100 +12%
GFG
1593
Goldstone Financial Group
Illinois
$296K +$1.09K +4 +0.4%
JSAM
1594
J. Safra Asset Management
New York
$295K -$136K -499 -35%
PFG
1595
Prosperity Financial Group
California
$295K +$258K +944 New
DAM
1596
Doheny Asset Management
California
$295K
OFW
1597
Omnia Family Wealth
Florida
$294K +$22.1K +81 +9%
EHC
1598
Everett Harris & Co
California
$294K +$257K +940 New
WDA
1599
Wendell David Associates
New Hampshire
$293K +$9.84K +36 +4%
CWM
1600
Campbell Wealth Management
Virginia
$293K +$256K +937 New

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.