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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
FC
1651
Financial Council
Maryland
$263K -$12.8K -47 -5%
GG
1652
Greenwood Gearhart
Arkansas
$263K
JGUA
1653
John G. Ullman & Associates
New York
$263K
AFS
1654
Access Financial Services
Minnesota
$263K +$230K +840 New
APG
1655
Abacus Planning Group
South Carolina
$262K -$15.6K -57 -6%
BW
1656
BIP Wealth
Georgia
$261K +$228K +834 New
TWM
1657
Trueblood Wealth Management
Ohio
$261K +$228K +834 New
RP
1658
Riverwater Partners
Wisconsin
$260K -$8.2K -30 -3%
TIA
1659
Tandem Investment Advisors
South Carolina
$259K +$226K +827 New
MHR
1660
Matthew Hamilton Rosenberg
$257K -$11.5K -42 -5%
CGH
1661
CMG Global Holdings
Texas
$256K
CSI
1662
Cross Staff Investments
New York
$256K +$224K +820 New
OWA
1663
Opal Wealth Advisors
New York
$256K +$224K +819 New
PAA
1664
Peregrine Asset Advisers
Oregon
$255K +$223K +816 New
GWA
1665
Gratus Wealth Advisors
Virginia
$255K +$226K +825 New
PPW
1666
Parcion Private Wealth
Washington
$255K +$223K +815 New
RWP
1667
Revolve Wealth Partners
New Jersey
$255K +$223K +815 New
NRW
1668
Nova R Wealth
Kansas
$255K +$223K +814 New
MC
1669
Middleton & Co
Massachusetts
$255K +$223K +814 New
CWA
1670
Cascade Wealth Advisors
Washington
$254K +$218K +798 New
OA
1671
Operose Advisors
Wisconsin
$254K
EIA
1672
Edgemoor Investment Advisors
Maryland
$252K +$220K +806 New
GL
1673
Gerber LLC
Ohio
$252K +$220K +806 New
MFP
1674
Meridian Financial Partners
Virginia
$252K +$219K +800 New
ACA
1675
Affinity Capital Advisors
California
$251K +$220K +803 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.