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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
DF
1926
Dunhill Financial
United Kingdom
$35.7K +$1.37K +5 +5%
RWA
1927
Redmont Wealth Advisors
Illinois
$33.1K +$29K +106 New
PP
1928
Pacifica Partners
Canada
$33K
CCM
1929
Chilton Capital Management
Texas
$31.9K -$11.8K -43 -30%
MLA
1930
MB, Levis & Associates
Pennsylvania
$31.6K
JFG
1931
JDM Financial Group
Texas
$31.3K
SWA
1932
SOA Wealth Advisors
New York
$31.3K
NMM
1933
Naples Money Management
Florida
$30.6K -$3.03M -11,100 -99%
CHA
1934
Carmichael Hill & Associates
Maryland
$30.6K
RS
1935
Rakuten Securities
Japan
$29.4K +$20K +73 +348%
MFT
1936
Moisand Fitzgerald Tamayo
Florida
$28.8K
WOC
1937
West Oak Capital
California
$28K +$24.6K +90 New
AIC
1938
Archer Investment Corporation
Indiana
$26.9K
AP
1939
Atwood & Palmer
Missouri
$26.6K +$13.7K +50 +143%
LF
1940
LifeSteps Financial
California
$25K +$21.9K +80 New
VCM
1941
Versant Capital Management
Arizona
$24.4K
AWM
1942
Abound Wealth Management
Tennessee
$22.8K -$2.73K -10 -12%
PA
1943
Pineridge Advisors
Missouri
$21.9K
GEA
1944
Glen Eagle Advisors
New Jersey
$21.7K +$273 +1 +1%
SFA
1945
Semmax Financial Advisors
North Carolina
$20.2K
GIM
1946
Gold Investment Management
Alberta, Canada
$18.4K +$2.46K +9 +18%
PCWA
1947
Pacific Capital Wealth Advisors
California
$18.1K +$15.9K +58 New
GFPC
1948
Global Financial Private Client
Florida
$17.2K +$9.57K +35 +175%
FPFS
1949
First Personal Financial Services
North Carolina
$16.6K
AP
1950
Aspect Partners
Virginia
$16.6K +$547 +2 +4%

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.