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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
SEIA
2051
Signature Estate & Investment Advisors
California
-$211K -875 Closed
BMC
2052
Benin Management Corp
Connecticut
-$206K -855 Closed
GWS
2053
Glassman Wealth Services
Virginia
-$168K -696 Closed
AIMA
2054
Ables Iannone Moore & Associates
Georgia
-$83.8K -348 Closed
KI
2055
Kapitalo Investimentos
Brazil
-$81.9K -340 Closed
EC
2056
EdgeRock Capital
Colorado
-$88.4K -327 Closed
RIM
2057
Rockbridge Investment Management
New York
-$69.4K -288 Closed
VL
2058
Vima LLC
Michigan
-$60.9K -253 Closed
LF
2059
Lee Financial
Texas
-$57.6K -239 Closed
WTG
2060
West Tower Group
Virginia
-$53K -220 Closed
IUHSA
2061
Itau Unibanco Holding S.A.
Brazil
-$45K -187 Closed
MFA
2062
McClarren Financial Advisors
Pennsylvania
-$37K -155 Closed
ODG
2063
O'Dell Group
Ohio
-$37.3K -155 Closed
AP
2064
Arlington Partners
Alabama
-$32K -133 Closed
TVAMP
2065
Tennessee Valley Asset Management Partners
Tennessee
-$25.4K -105 Closed
APW
2066
Acima Private Wealth
Virginia
-$21.4K -89 Closed
NFA
2067
Northwest Financial Advisors
Virginia
-$19.6K -81 Closed
CQS
2068
Credential Qtrade Securities
-$19.3K -80 Closed
UOTTAIMCU
2069
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$12K -50 Closed
WAM
2070
WFA Asset Management
Wisconsin
-$12K -50 Closed
AP
2071
Advisors Preferred
Maryland
-$11.2K -47 Closed
LIWM
2072
Long Island Wealth Management
New York
-$11K -45 Closed
NMG
2073
New Millennium Group
Utah
-$10.7K -44 Closed
B
2074
Birchbrook
Maine
-$6.02K -25 Closed
LPP
2075
Life Planning Partners
Florida
-$3.37K -14 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.