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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
AFP
1601
Alpha Financial Partners
Kentucky
$293K
SCM
1602
Schnieders Capital Management
California
$293K
WW
1603
Westshore Wealth
California
$293K -$27.3K -100 -10%
BWA
1604
Burt Wealth Advisors
Maryland
$293K +$256K +936 New
PIA
1605
Panoramic Investment Advisors
Colorado
$292K +$3.55K +13 +1%
CPIG
1606
Chicago Partners Investment Group
Illinois
$291K +$255K +931 New
FOA
1607
Five Oceans Advisors
California
$291K +$273 +1 +0.1%
SWMG
1608
Sanchez Wealth Management Group
Florida
$288K
MTIC
1609
Missouri Trust & Investment Company
Missouri
$286K +$137K +500 +120%
EW
1610
Evoke Wealth
California
$286K +$250K +914 New
FTUS
1611
Flow Traders U.S.
New York
$285K +$250K +913 New
HIP
1612
HUB Investment Partners
Texas
$284K -$230K -840 -48%
FA
1613
FSA Advisors
Michigan
$284K +$248K +907 New
BDA
1614
Borer Denton & Associates
Pennsylvania
$283K
RFO
1615
RiverGlades Family Offices
Florida
$283K
WP
1616
Westmount Partners
California
$282K +$4.1K +15 +2%
I
1617
INVST
Indiana
$282K +$273 +1 +0.1%
NCTC
1618
New Covenant Trust Company
Indiana
$280K +$245K +895 New
FMTC
1619
Farmers & Merchants Trust Company
California
$279K -$29K -106 -11%
AWM
1620
Aries Wealth Management
Maine
$279K
AF
1621
Apexium Financial
Texas
$279K -$23.8K -87 -9%
LWM
1622
Lakeridge Wealth Management
Ohio
$279K +$820 +3 +0.3%
AIFAIM
1623
American Institute for Advanced Investment Management
Arizona
$279K -$15.9K -58 -6%
NAS
1624
NWF Advisory Services
California
$279K
HWM
1625
Hohimer Wealth Management
Washington
$278K -$56K -205 -19%

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.