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
CWM
1876
Cedar Wealth Management
California
$72.2K +$12K +44 +24%
SR
1877
Syntax Research
Florida
$70.4K
AP
1878
Antipodes Partners
Australia
$70K
BWP
1879
Baldwin Wealth Partners
Massachusetts
$68.8K
AT
1880
Arlington Trust
Alabama
$68.5K -$30.3K -111 -34%
CYG
1881
Clean Yield Group
Vermont
$67.5K
SL
1882
Salomon & Ludwin
Virginia
$66.9K
BCMLT
1883
Beacon Capital Management LLC (Tennessee)
Tennessee
$66.9K +$26.2K +96 +81%
S
1884
Sachetta
Massachusetts
$65.9K
LI
1885
LRI Investments
Florida
$65.7K +$57.4K +210 New
WAS
1886
Winch Advisory Services
Wisconsin
$65.3K
AAG
1887
Armstrong Advisory Group
Massachusetts
$65.3K
BIA
1888
Bell Investment Advisors
California
$65K +$547 +2 +1%
FFC
1889
First Financial Corp
Indiana
$64.4K +$11.8K +43 +26%
RA
1890
Rational Advisors
New York
$62.5K -$30.6K -112 -36%
AT
1891
Avalon Trust
New Mexico
$62.5K
SC
1892
Stephens Consulting
Michigan
$62.5K
TAM
1893
Tucker Asset Management
Colorado
$61.3K +$5.2K +19 +11%
CIA
1894
Cape Investment Advisory
Georgia
$60.3K -$22.4K -82 -30%
FFO
1895
Fortitude Family Office
Arizona
$60K
CT
1896
Clearstead Trust
Maine
$59.1K +$42.1K +154 +440%
CWM
1897
Cranbrook Wealth Management
Michigan
$55.7K
IPW
1898
Impact Partnership Wealth
Georgia
$54.7K
WIM
1899
Westside Investment Management
California
$54.7K
FFA
1900
Frazier Financial Advisors
Ohio
$53.5K

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.