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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
CTWM
1951
Cherry Tree Wealth Management
Minnesota
$16.3K -$4.37K -16 -24%
NCM
1952
Northwest Capital Management
Oregon
$15.9K
CWM
1953
CarsonAllaria Wealth Management
Illinois
$15.6K
GWSA
1954
Global Wealth Strategies & Associates
Colorado
$15K
LAM
1955
Lummis Asset Management
Texas
$15K
PPWM
1956
PFG Private Wealth Management
Florida
$15K
SC
1957
Solstein Capital
California
$14.4K
MIM
1958
Macroview Investment Management
Maryland
$13.4K +$7.38K +27 +169%
OLVIG
1959
Oliver Lagore Vanvalin Investment Group
Michigan
$13.1K -$273 -1 -2%
HWM
1960
Horizons Wealth Management
North Carolina
$12K
CMP
1961
Coston McIsaac & Partners
Maine
$12K
FPB
1962
First PREMIER Bank
South Dakota
$12K +$8.75K +32 +533%
RTL
1963
Red Tortoise LLC
Georgia
$11.9K
JFA
1964
JNBA Financial Advisors
Minnesota
$11.6K
AFS
1965
Annapolis Financial Services
Maryland
$11.3K
HWM
1966
HighMark Wealth Management
Minnesota
$11.3K
SWM
1967
Sugarloaf Wealth Management
Georgia
$10.9K
MAWCM
1968
Mine & Arao Wealth Creation & Management
California
$10.6K
LTI
1969
Laffer Tengler Investments
Tennessee
$10.3K -$8.75K -32 -49%
CBT
1970
Central Bank & Trust
Kentucky
$10.3K -$2.46K -9 -21%
AW
1971
Avion Wealth
Texas
$10K +$820 +3 +11%
TFA
1972
Toth Financial Advisory
Virginia
$9.38K -$3.28K -12 -29%
HI
1973
Hoey Investments
Pennsylvania
$9.38K
CAM
1974
ClariVest Asset Management
California
$8.45K +$2.73K +10 +59%
WCM
1975
Westend Capital Management
California
$8.44K +$7.38K +27 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.