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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.4B +$5.66M +20,719 +0.1%
BlackRock
2
BlackRock
New York
$8.68B +$125M +456,743 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$7.5B -$499M -1,825,040 -7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$7.22B +$795M +2,908,436 +14%
State Street
5
State Street
Massachusetts
$5.26B -$32.5M -119,004 -0.7%
Bank of America
6
Bank of America
North Carolina
$4.23B -$17.2M -63,049 -0.5%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$3.69B -$461M -1,686,936 -12%
Morgan Stanley
8
Morgan Stanley
New York
$2.97B -$2.6B -9,503,399 -50%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.45B +$74.8M +273,651 +4%
N
10
Nuveen
North Carolina
$1.58B -$125M -456,289 -8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.47B -$19.1M -69,869 -1%
Northern Trust
12
Northern Trust
Illinois
$1.42B -$69.7M -254,801 -5%
AllianceBernstein
13
AllianceBernstein
Tennessee
$1.35B -$142M -519,361 -11%
Norges Bank
14
Norges Bank
Norway
$1.34B -$61.7M -225,714 -5%
Coatue Management
15
Coatue Management
New York
$1.3B +$44.3M +161,942 +4%
RJA
16
Raymond James & Associates
Florida
$1.19B +$17.6M +64,446 +2%
ClearBridge Investments
17
ClearBridge Investments
New York
$1.14B -$148M -541,755 -13%
Wells Fargo
18
Wells Fargo
California
$1.13B -$12.3M -44,815 -1%
Ameriprise
19
Ameriprise
Minnesota
$1.09B -$257M -938,322 -21%
Invesco
20
Invesco
Georgia
$1.05B -$19.8M -72,318 -2%
Goldman Sachs
21
Goldman Sachs
New York
$1.05B -$52.5M -191,915 -5%
Capital World Investors
22
Capital World Investors
California
$998M +$667M +2,439,270 +324%
DZ Bank
23
DZ Bank
Germany
$837M -$382M -1,398,553 -34%
Legal & General Group
24
Legal & General Group
United Kingdom
$805M +$12.1M +44,310 +2%
Charles Schwab
25
Charles Schwab
California
$682M +$4.81M +17,585 +0.8%

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.