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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
CWP
1826
Concord Wealth Partners
Virginia
$137K +$15.6K +57 +15%
ATC
1827
Adirondack Trust Company
New York
$137K
VAMG
1828
Voisard Asset Management Group
Michigan
$136K
BBPWM
1829
Blue Bell Private Wealth Management
Pennsylvania
$136K +$32.8K +120 +38%
JGIA
1830
Jackson Grant Investment Advisers
Connecticut
$136K
FG
1831
Fairman Group
Pennsylvania
$135K
PFSC
1832
Peoples Financial Services Corp
Pennsylvania
$134K
HCM
1833
Hollencrest Capital Management
California
$133K -$404K -1,479 -78%
DCBT
1834
Dakota Community Bank & Trust
North Dakota
$133K -$8.2K -30 -7%
CB
1835
Centennial Bank
Arkansas
$130K -$43.2K -158 -27%
DMBA
1836
Deseret Mutual Benefit Administrators
Utah
$129K -$10.4K -38 -8%
GJWM
1837
Gilliland Jeter Wealth Management
Arkansas
$129K +$113K +414 New
WTA
1838
Washington Trust Advisors
Massachusetts
$122K +$60.1K +220 +129%
TFIPS
1839
Towarzystwo Funduszy Inwestycyjnych PZU SA
$119K +$21.9K +80 +27%
CCA
1840
Criterion Capital Advisors
Tennessee
$117K
HC
1841
Hoese & Co
Minnesota
$116K
USB
1842
Union Savings Bank
Connecticut
$115K
BAM
1843
BOCHK Asset Management
Hong Kong
$109K +$95.7K +350 New
KA
1844
Kozak & Associates
Colorado
$109K -$13.4K -49 -13%
BL
1845
BFSG LLC
California
$109K +$13.1K +48 +16%
SCA
1846
Stuart Chaussee & Associates
California
$108K
WWM
1847
Wolff Wiese Magana
California
$105K -$2.46K -9 -3%
VWM
1848
Valley Wealth Managers
New Jersey
$100K -$54.7K -200 -38%
SOW
1849
State of Wyoming
Wyoming
$97.9K -$93.5K -342 -52%
EFMH
1850
E Fund Management (HK)
Hong Kong
$95K +$83.1K +304 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.