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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
KCM
151
Kodai Capital Management
Illinois
$55.6M +$4.24M +15,509 +10%
Asset Management One
152
Asset Management One
Japan
$55.5M -$2.89M -10,572 -6%
Creative Planning
153
Creative Planning
Kansas
$55.3M +$2.31M +8,440 +5%
IG
154
ING Group
Netherlands
$53.6M +$23.3M +85,051 +99%
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$53.3M -$12.7M -46,392 -21%
Aberdeen Group
156
Aberdeen Group
United Kingdom
$53.2M -$1.05M -3,832 -2%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$52.1M +$6.07M +22,196 +15%
BHC
158
Bowen Hanes & Co
Florida
$51.7M -$98.4K -360 -0.2%
Robeco Institutional Asset Management
159
Robeco Institutional Asset Management
Netherlands
$51.1M +$13.7M +50,205 +44%
FWCM
160
Ferguson Wellman Capital Management
Oregon
$50.9M +$2.96M +10,833 +7%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$50.8M +$5.81M +21,238 +15%
MSV
162
MN Services Vermogensbeheer
Netherlands
$50.5M -$7.44M -27,200 -14%
CWM
163
CIBC World Markets
New York
$50.1M +$29.8M +108,844 +212%
JLBC
164
J.L. Bainbridge & Co
Florida
$50.1M -$205K -750 -0.5%
FAM
165
Fred Alger Management
New York
$49.7M -$7.6M -27,815 -15%
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$48.9M +$37.3M +136,387 +685%
Alyeska Investment Group
167
Alyeska Investment Group
Illinois
$47.7M +$39.8M +145,512 +2,040%
DAM
168
Delta Asset Management
Tennessee
$47.3M -$497K -1,816 -1%
UB
169
UMB Bank
Missouri
$46.9M -$5.41M -19,779 -12%
GF
170
Gabelli Funds
New York
$46.4M -$18.1M -66,183 -31%
Two Sigma Advisers
171
Two Sigma Advisers
New York
$45.3M +$16.6M +60,800 +72%
Allspring Global Investments
172
Allspring Global Investments
North Carolina
$44.2M -$13.4M -49,112 -26%
APG Asset Management
173
APG Asset Management
Netherlands
$43.2M -$3.85M -14,093 -9%
CFB
174
Cullen/Frost Bankers
Texas
$43.1M -$8.22M -30,048 -18%
SPIA
175
Steward Partners Investment Advisory
New York
$42.6M +$9.28M +33,955 +33%

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.