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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
KFP
1626
KMG Fiduciary Partners
Ohio
$278K +$243K +888 New
CFS
1627
Commonwealth Financial Services
West Virginia
$277K
FBT
1628
First Bankers Trust
Kentucky
$277K +$243K +887 New
SRC
1629
Sage Rhino Capital
California
$276K -$19.1K -70 -7%
CST
1630
Charles Schwab Trust
Nevada
$275K +$4.92K +18 +2%
FA
1631
Fermata Advisors
California
$275K
HCA
1632
Horan Capital Advisors
Ohio
$274K
FAG
1633
Financial Advisory Group
Texas
$273K -$4.92K -18 -2%
SIAG
1634
Safeguard Investment Advisory Group
California
$273K -$7.93K -29 -3%
CCA
1635
Childress Capital Advisors
Texas
$273K -$51.7K -189 -18%
PAM
1636
Peak Asset Management
Colorado
$272K +$2.46K +9 +1%
D
1637
Diversified
Delaware
$270K +$3.01K +11 +1%
MAM
1638
Morse Asset Management
Connecticut
$270K +$236K +865 New
EWM
1639
Executive Wealth Management
Michigan
$270K +$9.57K +35 +4%
CTB
1640
Country Trust Bank
Illinois
$269K -$2.73K -10 -1%
SG
1641
StoneX Group
New York
$268K +$6.83K +25 +3%
ICM
1642
IMS Capital Management
Oregon
$267K -$68.4K -250 -23%
PSP
1643
Pacific Sage Partners
Washington
$267K
CAC
1644
Certified Advisory Corp
Florida
$265K +$3.01K +11 +1%
SC
1645
Sapient Capital
Indiana
$265K -$78.5K -287 -25%
RA
1646
Riversedge Advisors
Delaware
$265K +$231K +846 New
W
1647
Wealthquest
Ohio
$264K -$4.92K -18 -2%
FUBT
1648
First United Bank & Trust
Maryland
$264K
SFG
1649
Sovereign Financial Group
Connecticut
$263K +$230K +843 New
MAA
1650
Matrix Asset Advisors
New York
$263K

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.