We are live on ! Find out more

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
CTC
1751
Cetera Trust Company
Minnesota
$218K
RCM
1752
Radnor Capital Management
Pennsylvania
$218K -$212K -775 -53%
MBTD
1753
Mechanics Bank - Trust Department
California
$218K +$191K +697 New
FFA
1754
Fi3 Financial Advisors
Indiana
$218K +$186K +680 New
BOSSRA
1755
B.O.S.S. Retirement Advisors
Utah
$218K -$19.4K -71 -7%
HFS
1756
Heritage Financial Services
Massachusetts
$217K +$190K +695 New
BSHC
1757
Breed's Hill Capital
Massachusetts
$217K +$190K +695 New
JCM
1758
Jacobsen Capital Management
Utah
$217K +$189K +693 New
AWM
1759
Aviso Wealth Management
Washington
$216K +$189K +692 New
GI
1760
Gradient Investments
Minnesota
$216K -$29K -106 -13%
RT
1761
Rockland Trust
Massachusetts
$216K +$189K +691 New
NFSG
1762
Newbridge Financial Services Group
Florida
$216K +$114K +416 +152%
AIM
1763
AHL Investment Management
Florida
$215K +$188K +689 New
WA
1764
Win Advisors
Florida
$215K +$188K +689 New
HB
1765
HTLF Bank
Colorado
$215K +$188K +688 New
CAAS
1766
Capital Asset Advisory Services
Michigan
$215K +$178K +650 New
CP
1767
Castleview Partners
Texas
$215K +$146K +533 +346%
VNA
1768
Valley National Advisers
Pennsylvania
$213K +$9.84K +36 +6%
WFA
1769
Wellspring Financial Advisors
Ohio
$213K +$186K +681 New
HAIM
1770
Hunter Associates Investment Management
Pennsylvania
$212K +$185K +678 New
SGI
1771
Summit Global Investments
Utah
$212K +$185K +678 New
MWA
1772
Motive Wealth Advisors
Michigan
$212K +$185K +678 New
RCA
1773
Ranch Capital Advisors
Florida
$211K +$185K +676 New
AWM
1774
Aprio Wealth Management
Georgia
$211K +$185K +675 New
WI
1775
WrapManager Inc
California
$211K +$185K +675 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.