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2,123 hedge funds and large institutions have $107B invested in Eaton in 2024 Q3 according to their latest regulatory filings, with 199 funds opening new positions, 864 increasing their positions, 740 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 199 | Existing positions closed: 123

44% more call options, than puts

Call options by funds: $1.18B | Put options by funds: $820M

17% more repeat investments, than reductions

Existing positions increased: 864 | Existing positions reduced: 740

8% more funds holding in top 10

Funds holding in top 10: 6671 (+5)

2% more funds holding

Funds holding: 2,0752,123 (+48)

4% more capital invested

Capital invested by funds: $103B → $107B (+$3.74B)

1.01% less ownership

Funds ownership: 82.36%81.34% (-1%)

Holders
2,123
Holders Change
+48
Holders Change %
+2.31%
% of All Funds
30.49%
Holding in Top 10
71
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.58%
% of All Funds
1.02%
New
199
Increased
864
Reduced
740
Closed
123
Calls
$1.18B
Puts
$820M
Net Calls
+$361M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
ROC
351
Running Oak Capital
Minnesota
$14.6M +$2.05M +6,725 +18%
TPCM
352
Two Point Capital Management
New York
$14.6M +$74.9K +245 +0.6%
EFIC
353
Eliot Finkel Investment Counsel
California
$14.5M -$875K -2,865 -6%
BBL
354
Beck Bode LLC
Massachusetts
$14.5M +$1.47M +4,811 +12%
KHLMVGHM
355
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$14.4M +$13.3M +43,480 New
FSA
356
Franklin Street Advisors
North Carolina
$14.4M +$1.45M +4,753 +12%
Wealthfront Advisers
357
Wealthfront Advisers
California
$14.3M -$607K -1,987 -4%
FFBTD
358
First Financial Bank - Trust Division
Ohio
$14.1M -$850K -2,783 -6%
Walleye Capital
359
Walleye Capital
New York
$14M -$3.17M -10,368 -20%
SF
360
Synovus Financial
Georgia
$13.9M +$400K +1,309 +3%
GAM
361
Gotham Asset Management
New York
$13.8M +$662K +2,168 +5%
ECM
362
EagleClaw Capital Management
Massachusetts
$13.7M +$84K +275 +0.7%
TIP
363
Torray Investment Partners
Maryland
$13.6M
BRWA
364
B. Riley Wealth Advisors
Florida
$13.5M +$4.12M +13,497 +49%
MP
365
McDonald Partners
Ohio
$13.5M +$91.1K +298 +0.7%
BFIM
366
Beese Fulmer Investment Management
Ohio
$13.2M +$617K +2,018 +5%
Mirae Asset Global Investments
367
Mirae Asset Global Investments
South Korea
$13.2M +$3.39M +11,098 +38%
CA
368
Clearstead Advisors
Ohio
$13.2M +$2.17M +7,111 +22%
AIP
369
ARS Investment Partners
New York
$13.1M +$234K +767 +2%
BCWM
370
Bartlett & Co Wealth Management
Ohio
$13M -$202K -662 -2%
ZDA
371
Zweig-DiMenna Associates
New York
$13M -$487K -1,594 -4%
EWA
372
Exencial Wealth Advisors
Oklahoma
$13M +$359K +1,175 +3%
SAM
373
Sycomore Asset Management
France
$12.9M +$57.7K +189 +0.5%
GC
374
Grimes & Company
Massachusetts
$12.9M +$46.1K +151 +0.4%
BFO
375
Boston Family Office
Massachusetts
$12.8M +$470K +1,539 +4%

ETN Hedge Fund Activity: Q3 2024 in Review

2,123 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q3 2024, worth a combined $107B — up 3.6% from $103B a quarter earlier.

Buyers outnumbered sellers: 199 funds opened new ETN positions and 123 closed out — a net gain of 76 holders — while 864 added to existing stakes and 740 trimmed.

The largest buyer was UBS AM, adding an estimated $498M. The largest seller was Fidelity Investments, cutting an estimated $1.54B.

  • 2,123 institutional investors held Eaton (ETN) as of Q3 2024, up from 2,075 in Q2 2024.
  • Funds reported $107B of Eaton stock for Q3 2024, up 3.6% quarter-over-quarter.
  • 199 funds opened new Eaton positions in Q3 2024 and 123 closed out, a net change of +76 holders.
  • The largest Eaton buyer in Q3 2024 was UBS AM, an estimated $498M added.
  • The largest Eaton seller in Q3 2024 was Fidelity Investments, an estimated $1.54B sold.

Based on aggregated 13F filings for Q3 2024.