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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
LNB
401
Ledyard National Bank
$11.3M -$940K -3,076 -8%
IAA
402
Independent Advisor Alliance
North Carolina
$11.2M +$2.2M +7,197 +27%
HFS
403
Haverford Financial Services
Pennsylvania
$11.2M +$306 +1 +0%
CCS
404
Concentric Capital Strategies
Connecticut
$11.1M +$4.18M +13,669 +68%
SC
405
Sagefield Capital
Texas
$11.1M +$6.16M +20,175 +151%
AFWM
406
AMJ Financial Wealth Management
Virginia
$11.1M +$426K +1,395 +4%
TBA
407
Tower Bridge Advisors
Pennsylvania
$11.1M +$137K +450 +1%
WIC
408
WealthBridge Investment Counsel
Alberta, Canada
$10.8M -$38.2K -125 -0.4%
BCI
409
Brinker Capital Investments
Pennsylvania
$10.8M +$863K +2,823 +9%
OPS
410
Orion Portfolio Solutions
Nebraska
$10.8M +$863K +2,823 +9%
ACA
411
Aptus Capital Advisors
Alabama
$10.8M +$1.72M +5,639 +21%
DKCM
412
Davidson Kempner Capital Management
New York
$10.8M +$9.93M +32,500 New
DILIC
413
Dai-ichi Life Insurance Company
Japan
$10.5M -$11.2M -36,814 -54%
Simplex Trading
414
Simplex Trading
Illinois
$10.4M +$9.55M +31,262 New
GIBU
415
Gulf International Bank (UK)
United Kingdom
$10.4M -$409K -1,339 -4%
GI
416
GLOBALT Investments
Georgia
$10.3M -$162K -529 -2%
PAM
417
Pegasus Asset Management
New York
$10.3M -$184K -603 -2%
FDCDDQ
418
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3M +$1.21M +3,956 +15%
AssetMark Inc
419
AssetMark Inc
California
$10.2M +$517K +1,693 +6%
PCTC
420
Perkins Coie Trust Company
Washington
$10.2M -$17.1K -56 -0.2%
Fidelity International
421
Fidelity International
Bermuda
$10.2M -$17.2M -56,278 -65%
FPAS
422
Focus Partners Advisor Solutions
Missouri
$10.2M -$82.5K -270 -0.9%
SCA
423
Snowden Capital Advisors
New York
$10.2M -$1.32M -4,311 -12%
ECM
424
Estabrook Capital Management
New York
$10.1M -$115K -376 -1%
RG
425
Rathbones Group
United Kingdom
$10.1M +$101K +331 +1%

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.