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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
JIP
1776
Jaffetilchin Investment Partners
Florida
$211K -$63.4K -232 -26%
AG
1777
Advocate Group
Minnesota
$211K +$184K +674 New
BCMO
1778
Buckingham Capital Management (Ohio)
Ohio
$210K +$184K +672 New
PCA
1779
Peddock Capital Advisors
Massachusetts
$210K +$184K +672 New
MPAM
1780
Murphy Pohlad Asset Management
Minnesota
$209K +$183K +669 New
LS
1781
Leelyn Smith
Illinois
$209K +$183K +669 New
CWA
1782
Centennial Wealth Advisory
Michigan
$209K +$183K +668 New
QFA
1783
Quantum Financial Advisors
California
$209K +$183K +668 New
FCFC
1784
First Citizens Financial Corp
Iowa
$209K +$182K +667 New
TFG
1785
Taylor Financial Group
Virginia
$208K +$182K +666 New
CIAS
1786
CFS Investment Advisory Services
New Jersey
$208K +$182K +666 New
GWM
1787
Grand Wealth Management
Michigan
$207K +$180K +660 New
MM
1788
MQS Management
New York
$207K +$181K +661 New
IP
1789
Investment Partners
Ohio
$205K +$179K +656 New
PWW
1790
Pettyjohn Wood & White
Virginia
$205K +$179K +656 New
FCG
1791
Fielder Capital Group
Tennessee
$205K +$179K +654 New
CCG
1792
Chatham Capital Group
Georgia
$203K +$178K +650 New
HCM
1793
Hengehold Capital Management
Ohio
$203K +$178K +650 New
IFA
1794
Index Fund Advisors
California
$203K +$178K +650 New
PWA
1795
Peterson Wealth Advisors
Utah
$203K +$178K +650 New
HT
1796
Heritage Trust
Oklahoma
$201K +$176K +643 New
BIA
1797
Beacon Investment Advisors
Maryland
$201K +$176K +642 New
RWM
1798
Refined Wealth Management
Utah
$200K +$175K +640 New
SC
1799
Steph & Co
Wisconsin
$200K -$94.9K -347 -35%
GCM
1800
Gables Capital Management
Florida
$195K

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.