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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
CC
1676
Centiva Capital
New York
$251K -$1.63M -5,947 -88%
CCA
1677
Cadent Capital Advisors
Oklahoma
$251K +$219K +802 New
DPI
1678
Diversified Portfolios Inc
Michigan
$250K +$219K +801 New
RWM
1679
Revisor Wealth Management
Ohio
$250K +$247K +904 New
BAM
1680
BOS Asset Management
Illinois
$250K +$219K +800 New
FI
1681
Fractal Investments
Connecticut
$250K +$219K +800 New
JSW
1682
Journey Strategic Wealth
New Jersey
$250K +$218K +799 New
VCG
1683
Vantage Consulting Group
Virginia
$250K -$57.1K -209 -21%
WP
1684
WealthPLAN Partners
Nebraska
$250K +$218K +798 New
EFG
1685
Ethos Financial Group
Pennsylvania
$249K -$11.2K -41 -5%
HCA
1686
Harbour Capital Advisors
Virginia
$249K +$216K +790 New
CIAS
1687
CBIZ Investment Advisory Services
Ohio
$248K +$217K +794 New
FDDB
1688
Fidelity D&D Bancorp
Pennsylvania
$247K -$19.7K -72 -8%
OL
1689
Optas LLC
Texas
$247K +$216K +791 New
AA
1690
Auxano Advisors
Washington
$246K +$215K +787 New
QPWM
1691
Quadrant Private Wealth Management
Pennsylvania
$244K +$214K +781 New
SPI
1692
Sutton Place Investors
New York
$244K +$214K +781 New
A
1693
Allianz
Germany
$244K +$213K +780 New
BFS
1694
Burkett Financial Services
South Carolina
$244K
CWM
1695
Centric Wealth Management
Illinois
$244K -$9.02K -33 -4%
AIM
1696
Acropolis Investment Management
Missouri
$244K
GC
1697
Gibson Capital
Pennsylvania
$243K +$213K +778 New
KMWM
1698
Keudell/Morrison Wealth Management
Oregon
$242K -$96K -351 -31%
CWG
1699
Crown Wealth Group
North Carolina
$242K +$212K +775 New
T
1700
TrueFG
Texas
$242K +$212K +775 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.