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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
Osaic Holdings
201
Osaic Holdings
Arizona
$35.8M -$10.2M -37,258 -25%
GIP
202
Granite Investment Partners
California
$35.7M -$2.73M -9,973 -8%
LPU
203
Lansdowne Partners (UK)
United Kingdom
$35.5M -$14.7M -53,880 -32%
Bank Julius Baer & Co
204
Bank Julius Baer & Co
Switzerland
$34.9M +$1.03M +3,781 +3%
AIG
205
American International Group
New York
$34.7M -$303K -1,108 -1%
PFPT
206
Pinnacle Financial Partners (Tennessee)
Tennessee
$34.5M +$780K +2,853 +3%
SOMRS
207
State of Michigan Retirement System
Michigan
$34.2M
SO
208
STRS Ohio
Ohio
$32.8M -$2.15M -7,878 -7%
MCM
209
MAI Capital Management
Ohio
$32.7M +$810K +2,964 +3%
EB
210
Eastern Bank
Massachusetts
$32.6M -$1.83M -6,711 -6%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$32.1M -$12.5M -45,808 -31%
PA
212
Pinnacle Associates
New York
$31.9M -$6.72M -24,563 -19%
TG
213
TCW Group
California
$31.8M -$2.71M -9,897 -9%
O
214
Ossiam
France
$31.6M +$27.5M +100,706 +19,824%
Cerity Partners
215
Cerity Partners
New York
$31.5M +$9.13M +33,380 +50%
KFC
216
Klingenstein Fields & Co
New York
$31.3M -$1.39M -5,086 -5%
VHAM
217
Van Hulzen Asset Management
California
$31.2M -$659K -2,409 -2%
WTC
218
WhitTier Trust Company
Nevada
$30.9M +$629K +2,302 +2%
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$30.6M -$44.4M -162,301 -62%
FLPIM
220
F.L. Putnam Investment Management
Massachusetts
$30.4M -$984K -3,598 -4%
VMPIC
221
Varma Mutual Pension Insurance Co
Finland
$30.2M +$15.9M +58,000 +151%
Jane Street
222
Jane Street
New York
$30.1M +$15.6M +56,921 +145%
SI
223
Stephens Inc
Arkansas
$30.1M -$784K -2,869 -3%
FAF
224
Första AP-fonden
Sweden
$29.6M +$2.9M +10,600 +13%
CAN
225
Cetera Advisor Networks
California
$29.4M -$500K -1,830 -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.