Eaton
ETN
2,005 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, 675 increasing their positions, 761 reducing their positions, and 74 closing their positions.
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
33% more funds holding in top 10
Funds holding in top 10: 54 → 72 (+18)
29% more capital invested
Capital invested by funds: $80.3B → $103B (+$23.1B)
10% more funds holding
Funds holding: 1,818 → 2,005 (+187)
0.57% less ownership
Funds ownership: 83.5% → 82.93% (-0.57%)
11% less repeat investments, than reductions
Existing positions increased: 675 | Existing positions reduced: 761
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$795M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$667M |
| 3 |
Jennison Associates
New York
|
+$333M |
| 4 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
|
+$209M |
| 5 |
BlackRock
New York
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$499M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$461M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$382M |
| 4 |
Neuberger Berman Group
New York
|
-$360M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$257M |
ETN Hedge Fund Activity: Q1 2024 in Review
2,005 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q1 2024, worth a combined $103B — up 29% from $80.3B a quarter earlier.
Buyers outnumbered sellers: 286 funds opened new ETN positions and 74 closed out — a net gain of 212 holders — while 675 added to existing stakes and 761 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $795M. The largest seller was JP Morgan Chase, cutting an estimated $499M.
- 2,005 institutional investors held Eaton (ETN) as of Q1 2024, up from 1,818 in Q4 2023.
- Funds reported $103B of Eaton stock for Q1 2024, up 29% 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 JP Morgan Chase, an estimated $499M sold.
Based on aggregated 13F filings for Q1 2024.