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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
RG
2001
Retirement Group
California
$938
HCP
2002
Hexagon Capital Partners
Arkansas
$938 +$820 +3 New
OBWP
2003
O'Brien Wealth Partners
Massachusetts
$938 +$820 +3 New
TCM
2004
TD Capital Management
Tennessee
$938 +$820 +3 New
FIA
2005
FNY Investment Advisers
New York
$25 +$21.9K +80 New
Swedbank
2006
Swedbank
Sweden
-$226M -936,552 Closed
JCM
2007
Junto Capital Management
New York
-$46.4M -192,779 Closed
DSA
2008
Davis Selected Advisers
Arizona
-$35M -145,440 Closed
SC
2009
Shellback Capital
Massachusetts
-$19.4M -80,378 Closed
TC
2010
TwinBeech Capital
New York
-$19M -78,947 Closed
ECM
2011
ExodusPoint Capital Management
New York
-$18.1M -75,081 Closed
AAF
2012
Andra AP-fonden
Sweden
-$9.39M -39,000 Closed
Capital Fund Management (CFM)
2013
Capital Fund Management (CFM)
France
-$8.8M -32,185 Closed
CCIA
2014
Campbell & Co Investment Adviser
Maryland
-$6.49M -26,946 Closed
ACL
2015
Applied Capital LLC
Florida
-$3.89M -16,155 Closed
Wolverine Trading
2016
Wolverine Trading
Illinois
-$4.02M -14,719 Closed
FI
2017
FJ Investments
Utah
-$2.47M -10,259 Closed
PIC
2018
PCJ Investment Counsel
Ontario, Canada
-$2.41M -10,000 Closed
GS
2019
GTS Securities
New York
-$2.29M -8,371 Closed
PRC
2020
Pearl River Capital
Michigan
-$1.69M -7,036 Closed
AC
2021
AXQ Capital
New Jersey
-$1.42M -5,900 Closed
GCM
2022
Greenland Capital Management
New York
-$1.32M -5,500 Closed
JAM
2023
JW Asset Management
Florida
-$1.2M -5,000 Closed
WAM
2024
Weiss Asset Management
Massachusetts
-$1M -4,156 Closed
BL
2025
Balentine LLC
Georgia
-$869K -3,608 Closed

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.