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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
CPG
1901
Cornerstone Planning Group
New Jersey
$53.2K -$6.56K -24 -13%
SIC
1902
SJS Investment Consulting
Ohio
$52.2K +$35.8K +131 +364%
MSG
1903
Main Street Group
Virginia
$51.5K -$2.73K -10 -6%
SN
1904
Sittner & Nelson
Oregon
$51K
VWA
1905
Valued Wealth Advisors
Utah
$51K +$5.2K +19 +13%
FF
1906
Friedenthal Financial
New Jersey
$50.3K +$44K +161 New
C
1907
Covestor
United Kingdom
$50K -$191K -698 -81%
EIM
1908
Essex Investment Management
Massachusetts
$49.7K -$10.1K -37 -19%
TCM
1909
Tradewinds Capital Management
Washington
$48.5K +$8.75K +32 +26%
FGAM
1910
Financial Gravity Asset Management
Texas
$48K +$23.5K +86 +100%
EA
1911
Evolution Advisers
Virginia
$47K
MWM
1912
Mascoma Wealth Management
New Hampshire
$46.9K
NIC
1913
Northwest Investment Counselors
Oregon
$46.9K +$41K +150 New
RFG
1914
RFP Financial Group
Georgia
$44.7K +$4.92K +18 +14%
GJIA
1915
Glass Jacobson Investment Advisors
Maryland
$42.2K
CSB
1916
City State Bank
Iowa
$42K
EBA
1917
Eagle Bay Advisors
New York
$39.4K +$12.3K +45 +56%
DWA
1918
Delos Wealth Advisors
Texas
$39.4K -$20.2K -74 -37%
FSWA
1919
Financial Synergies Wealth Advisors
Texas
$39.1K
FP
1920
Financial Perspectives
Minnesota
$38.8K -$273 -1 -0.8%
CIR
1921
Clear Investment Research
Georgia
$38.3K
MAM
1922
Magellan Asset Management
Australia
$37.2K
DWS
1923
Dynamic Wealth Strategies
California
$37K
GWMI
1924
Guardian Wealth Management (Illinois)
Illinois
$36.9K
RWPA
1925
Richard W. Paul & Associates
Michigan
$36.3K

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.