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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
TCM
1976
Tributary Capital Management
Nebraska
$8.13K +$7.11K +26 New
AWM
1977
Atticus Wealth Management
Florida
$7.82K
FRA
1978
Frank Rimerman Advisors
California
$6.57K
CPG
1979
Custom Portfolio Group
Colorado
$6.25K
CCC
1980
Chelsea Counsel Company
California
$6.25K +$5.47K +20 New
IRC
1981
Investors Research Corp
Georgia
$5.94K
KFS
1982
Kelly Financial Services
Massachusetts
$5.24K +$4.65K +17 New
PCM
1983
Perritt Capital Management
Illinois
$4.38K
FFWA
1984
FRG Family Wealth Advisors
Washington
$3.82K +$3.28K +12 New
NL
1985
NVWM LLC
Pennsylvania
$3.76K +$3.28K +12 New
CSC
1986
Caldwell Sutter Capital
California
$3.13K
LIM
1987
Longfellow Investment Management
Massachusetts
$3.13K
PVH
1988
Psagot Value Holdings
Israel
$3K
AA
1989
Addison Advisors
Vermont
$2.81K -$3.28K -12 -57%
RAM
1990
Riggs Asset Management
Pennsylvania
$2.81K +$2.46K +9 New
FIA
1991
FPC Investment Advisory
California
$2.55K +$2.19K +8 New
PCMC
1992
Planning Capital Management Corporation
Pennsylvania
$2.5K -$20.2K -74 -90%
BC
1993
Broadwater Capital
Massachusetts
$2.5K
TWD
1994
True Wealth Design
Ohio
$2.19K +$820 +3 +75%
W
1995
WealthCollab
Washington
$1.88K
ACM
1996
Anfield Capital Management
California
$1.88K +$1.64K +6 New
BIM
1997
Breakwater Investment Management
Washington
$1.56K +$1.37K +5 New
CFS
1998
CGC Financial Services
Oregon
$1.56K
CPA
1999
Clear Point Advisors
New York
$1.56K
TWP
2000
TFO Wealth Partners
Ohio
$938 -$1.37K -5 -63%

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.