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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
RBC
1851
Roble Belko & Company
Pennsylvania
$94K
SAG
1852
Spotlight Asset Group
Illinois
$93.8K
CSWM
1853
Cassady Schiller Wealth Management
Ohio
$93.2K +$4.1K +15 +5%
MME
1854
Meag Munich Ergo
Germany
$92.2K +$80.7K +295 New
GAA
1855
Global Assets Advisory
Florida
$92K +$7.85M +28,707 New
MCM
1856
MV Capital Management
Maryland
$91.6K -$5.2K -19 -6%
TIM
1857
Tortoise Investment Management
New York
$88.8K -$13.7K -50 -15%
SFO
1858
Standard Family Office
South Dakota
$87.5K +$76.6K +280 New
IFAM
1859
Institutional & Family Asset Management
Colorado
$86.6K -$18.9K -69 -20%
BHWM
1860
Beaird Harris Wealth Management
Texas
$86K
GTAM
1861
Global Trust Asset Management
Florida
$86K +$20.5K +75 +38%
CCMI
1862
Creative Capital Management Investments
California
$85K
CAM
1863
Costello Asset Management
Pennsylvania
$84.4K
ME
1864
McIlrath & Eck
Washington
$83.5K
CFD
1865
Creative Financial Designs
Indiana
$82.9K +$9.02K +33 +14%
SA
1866
Scarborough Advisors
Maryland
$82.5K
GPI
1867
General Partner Inc
Pennsylvania
$82.5K +$72.2K +264 New
HCM
1868
Horrell Capital Management
Arkansas
$81K -$19.1K -70 -21%
FMP
1869
Financial Management Professionals
Texas
$79K -$6.83K -25 -9%
AIM
1870
Arcadia Investment Management
Michigan
$78.2K
CHC
1871
City Holding Co
West Virginia
$78.2K
CA
1872
Centerpoint Advisors
Massachusetts
$77K -$26K -95 -28%
Loomis, Sayles & Company
1873
Loomis, Sayles & Company
Massachusetts
$77K +$13.1K +48 +24%
HBW
1874
Hazlett, Burt & Watson
West Virginia
$75K
SFCL
1875
Strengthening Families & Communities LLC
Massachusetts
$73K

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.