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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
ET
1726
Equitable Trust
Tennessee
$231K +$202K +738 New
SAM
1727
SignalPoint Asset Management
Missouri
$230K +$201K +735 New
AT
1728
Arvest Trust
Oklahoma
$229K -$138K -506 -41%
GCM
1729
Gunderson Capital Management
South Carolina
$228K +$200K +730 New
MMHP
1730
Murphy Middleton Hinkle & Parker
Georgia
$228K +$200K +730 New
ECM
1731
Elgethun Capital Management
South Dakota
$227K
JHCP
1732
Jackson Hole Capital Partners
Oklahoma
$227K +$198K +726 New
AGP
1733
Autumn Glory Partners
Texas
$227K +$198K +725 New
NPT
1734
National Philanthropic Trust
Pennsylvania
$226K +$198K +723 New
OPA
1735
Old Port Advisors
Maine
$226K +$198K +723 New
PWP
1736
Perfromance Wealth Partners
Illinois
$225K +$197K +720 New
STCOSD
1737
Sageworth Trust Company of South Dakota
South Dakota
$225K +$197K +719 New
WCWM
1738
Willow Creek Wealth Management
California
$225K +$197K +719 New
GB
1739
Goepper Burkhardt
South Carolina
$225K +$186K +680 New
HC
1740
Henshaw Capital
Massachusetts
$224K +$196K +717 New
MKC
1741
M. Kraus & Co
Vermont
$224K +$196K +717 New
IIM
1742
Ironwood Investment Management
Massachusetts
$224K +$196K +716 New
CFGS
1743
Concourse Financial Group Securities
Alabama
$224K -$20.5K -75 -10%
AWM
1744
Accurate Wealth Management
Florida
$222K -$46.5K -170 -19%
WAM
1745
Weatherly Asset Management
California
$221K +$193K +707 New
MAM
1746
McLean Asset Management
Virginia
$220K +$192K +702 New
IIM
1747
InTrack Investment Management
Vermont
$220K -$899K -3,287 -82%
BFG
1748
Berger Financial Group
Minnesota
$219K +$192K +701 New
DDPIC
1749
Deroy & Devereaux Private Investment Counsel
Michigan
$219K +$191K +700 New
KLC
1750
Knowledge Leaders Capital
Colorado
$218K -$393K -1,438 -67%

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.