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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
AF
1801
Arrow Financial
New York
$192K -$6.83K -25 -4%
CAM
1802
Creekmur Asset Management
Illinois
$192K
HT
1803
Headlands Technologies
Illinois
$191K +$167K +612 New
GWP
1804
Gen-Wealth Partners
Michigan
$190K +$166K +607 New
GG
1805
Gleason Group
Kentucky
$186K
HWA
1806
HHM Wealth Advisors
Tennessee
$186K
WWP
1807
WR Wealth Planners
Missouri
$186K +$162K +594 New
BLC
1808
Brown, Lisle/Cummings
Rhode Island
$184K
GIA
1809
GHP Investment Advisors
Colorado
$184K
HWA
1810
Heritage Wealth Advisors
Virginia
$181K -$34.2K -125 -18%
RMC
1811
Resources Management Corp
Connecticut
$180K -$27.3K -100 -15%
GKIM
1812
GW&K Investment Management
Massachusetts
$179K +$75.7K +277 +94%
BC
1813
Barrett & Company
Rhode Island
$178K
PB
1814
Pinnacle Bancorp
Nebraska
$170K -$8.2K -30 -5%
EDRH
1815
Edmond de Rothschild Holding
Switzerland
$169K
PSB
1816
Piscataqua Savings Bank
New Hampshire
$160K
SIS
1817
Sound Income Strategies
Florida
$158K +$31.4K +115 +29%
MIA
1818
MeadowBrook Investment Advisors
Michigan
$153K
CWC
1819
Carolinas Wealth Consulting
North Carolina
$152K -$2.97M -10,866 -96%
BGAI
1820
Bruce G. Allen Investments
Colorado
$148K -$5.2K -19 -4%
PWMG
1821
Private Wealth Management Group
New Jersey
$147K -$820 -3 -0.6%
TFM
1822
TFC Financial Management
Massachusetts
$144K +$547 +2 +0.4%
EL
1823
EMFO LLC
Florida
$143K
LWCFA
1824
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K +$8.48K +31 +7%
PIS
1825
POM Investment Strategies
North Carolina
$139K

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.