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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
PEA
1701
Park Edge Advisors
Ohio
$242K +$212K +774 New
CCG
1702
Ceeto Capital Group
Florida
$242K +$211K +773 New
SWG
1703
Summit Wealth Group
Vermont
$242K +$211K +773 New
KAS
1704
KPP Advisory Services
Kentucky
$241K +$211K +772 New
CPA
1705
Cardiff Park Advisors
California
$241K +$211K +770 New
CA
1706
Calton & Associates
Florida
$240K -$44.6K -163 -17%
FWM
1707
Forza Wealth Management
Florida
$240K +$210K +767 New
PWMG
1708
Prestige Wealth Management Group
New Jersey
$239K
SBIA
1709
Sheaff Brock Investment Advisors
Indiana
$238K -$1.11M -4,068 -84%
HWP
1710
Hibernia Wealth Partners
Louisiana
$238K +$208K +761 New
NW
1711
Naviter Wealth
Arkansas
$238K +$208K +761 New
JWBC
1712
J.W. Burns & Co
New York
$238K +$208K +760 New
PTB
1713
Pioneer Trust Bank
Oregon
$237K +$207K +758 New
EIA
1714
Eldridge Investment Advisors
New Hampshire
$237K +$207K +757 New
LMKC
1715
L.M. Kohn & Company
Ohio
$236K +$206K +755 New
AB
1716
Atlas Brown
Kentucky
$235K +$206K +753 New
FCIM
1717
Fairview Capital Investment Management
California
$235K +$206K +753 New
SAM
1718
S.A. Mason
Michigan
$235K -$13.9K -51 -6%
HGERS
1719
Householder Group Estate & Retirement Specialist
Arizona
$234K -$2.73K -10 -1%
WFS
1720
Weitzel Financial Services
Iowa
$234K +$205K +748 New
BWM
1721
BKM Wealth Management
Wisconsin
$232K -$8.75K -32 -4%
DFG
1722
Delta Financial Group
New Jersey
$232K +$203K +742 New
RWML
1723
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$231K +$173K +632 +585%
AG
1724
Ascent Group
Virginia
$231K +$202K +739 New
BWM
1725
BigSur Wealth Management
Florida
$231K +$202K +737 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.