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
M&T Bank
176
M&T Bank
New York
$42.6M -$985K -3,601 -3%
TWC
177
TD Waterhouse Canada
Ontario, Canada
$42.5M +$6.91M +25,268 +28%
ACM
178
Argent Capital Management
Missouri
$41.9M -$36.6K -134 -0.1%
CT
179
Cambridge Trust
Massachusetts
$41.9M -$3.64M -13,328 -9%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$41.8M -$47.8K -175 -0.1%
ABC
181
Associated Banc-Corp
Wisconsin
$41.5M -$520K -1,901 -1%
WAM
182
WT Asset Management
Hong Kong
$41M +$35.9M +131,200 New
NLGIA
183
Nippon Life Global Investors Americas
New York
$41M +$9.39M +34,330 +35%
EQF
184
Evergreen Quality Fund
Cayman Islands
$40.3M +$35.2M +128,800 New
MHC
185
Meyer Handelman Company
New York
$40.2M -$1.64M -6,005 -4%
WHG
186
Westwood Holdings Group
Texas
$39.7M -$6.31M -23,087 -15%
SC
187
Saturna Capital
Washington
$38.9M +$331K +1,209 +1%
Aviva
188
Aviva
United Kingdom
$38.4M +$2.57M +9,389 +8%
GIA
189
Gateway Investment Advisers
Ohio
$37.9M -$3.11M -11,389 -9%
AT
190
AMF Tjänstepension
Sweden
$37.9M -$8.77M -32,088 -21%
CIC
191
Chilton Investment Company
Connecticut
$37.5M -$6.82M -24,950 -17%
Teacher Retirement System of Texas
192
Teacher Retirement System of Texas
Texas
$37.2M +$5.21M +19,073 +19%
TAF
193
Tredje AP-fonden
Sweden
$36.9M +$3.99M +14,600 +14%
QCM
194
QRG Capital Management
Illinois
$36.7M +$431K +1,577 +1%
ACM
195
Advisors Capital Management
New Jersey
$36.7M +$964K +3,526 +3%
CLOS
196
Compagnie Lombard Odier SCmA
Switzerland
$36.4M +$7.36M +26,915 +30%
SSA
197
Schonfeld Strategic Advisors
New York
$36.4M +$25M +91,491 +365%
CWM
198
Congress Wealth Management
Massachusetts
$36.4M +$10.8M +39,653 +52%
KAS
199
Kestra Advisory Services
Texas
$36M +$1.67M +6,090 +6%
ASRS
200
Arizona State Retirement System
Arizona
$35.8M +$637K +2,329 +2%

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.