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2,075 hedge funds and large institutions have $103B invested in Eaton in 2024 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 771 increasing their positions, 801 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 95

68% more call options, than puts

Call options by funds: $1.19B | Put options by funds: $709M

4% more funds holding

Funds holding: 2,0032,075 (+72)

0% less capital invested

Capital invested by funds: $103B → $103B (-$174M)

0.58% less ownership

Funds ownership: 82.94%82.36% (-0.58%)

4% less repeat investments, than reductions

Existing positions increased: 771 | Existing positions reduced: 801

10% less funds holding in top 10

Funds holding in top 10: 7366 (-7)

Holders
2,075
Holders Change
+72
Holders Change %
+3.59%
% of All Funds
29.97%
Holding in Top 10
66
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.59%
% of All Funds
0.95%
New
193
Increased
771
Reduced
801
Closed
95
Calls
$1.19B
Puts
$709M
Net Calls
+$481M
Net Calls Change
-$407M
Name Holding Trade Value Shares
Change
Change in
Stake
AGAM
426
Avalon Global Asset Management
California
$9.44M +$32.3K +100 +0.3%
RG
427
Rathbones Group
United Kingdom
$9.43M +$1.18M +3,654 +14%
KBC Group
428
KBC Group
Belgium
$9.42M +$305K +944 +3%
WHGC
429
Wealth High Governance Capital
Brazil
$9.41M +$6.46M +20,000 +200%
TC
430
TwinBeech Capital
New York
$9.37M +$9.65M +29,889 New
SFA
431
Sequoia Financial Advisors
Ohio
$9.36M +$913K +2,827 +10%
BFG
432
Beacon Financial Group
Texas
$9.34M -$461K -1,427 -5%
AUB
433
Atlantic Union Bankshares
Virginia
$9.34M +$1.07M +3,319 +13%
BCI
434
Brinker Capital Investments
Pennsylvania
$9.34M -$658K -2,037 -6%
OPS
435
Orion Portfolio Solutions
Nebraska
$9.34M -$658K -2,037 -6%
RWA
436
River Wealth Advisors
Pennsylvania
$9.28M +$245K +759 +3%
SSB
437
Sandy Spring Bank
Maryland
$9.27M +$1.06M +3,279 +12%
HPIA
438
Hamilton Point Investment Advisors
North Carolina
$9.26M +$120K +372 +1%
CAM
439
Carret Asset Management
New York
$9.24M -$207K -642 -2%
DF
440
DNCA Finance
France
$9.2M +$9.47M +29,343 New
WAM
441
Winslow Asset Management
Ohio
$9.19M -$214K -664 -2%
GSCM
442
Greenfield Seitz Capital Management
Texas
$9.19M -$244K -755 -3%
AssetMark Inc
443
AssetMark Inc
California
$9.16M -$1.16M -3,584 -11%
Mirae Asset Global Investments
444
Mirae Asset Global Investments
South Korea
$9.12M -$264M -816,384 -97%
AWM
445
AE Wealth Management
Kansas
$8.99M +$1.45M +4,479 +19%
MIF
446
Mediolanum International Funds
Ireland
$8.98M -$158K -490 -2%
MPM
447
MBB Public Markets
Illinois
$8.93M +$8.7M +26,954 +1,754%
BCM
448
Barometer Capital Management
Ontario, Canada
$8.88M -$1.08M -3,344 -11%
MWA
449
Meridian Wealth Advisors
Texas
$8.84M +$263K +815 +3%
AWM
450
Avitas Wealth Management
California
$8.84M +$43.6K +135 +0.5%

ETN Hedge Fund Activity: Q2 2024 in Review

2,075 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2024, worth a combined $103B — down 0.17% from $103B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new ETN positions and 95 closed out — a net gain of 98 holders — while 771 added to existing stakes and 801 trimmed.

The largest buyer was Jennison Associates, adding an estimated $1.11B. The largest seller was Fidelity Investments, cutting an estimated $976M.

  • 2,075 institutional investors held Eaton (ETN) as of Q2 2024, up from 2,003 in Q1 2024.
  • Funds reported $103B of Eaton stock for Q2 2024, down 0.17% quarter-over-quarter.
  • 193 funds opened new Eaton positions in Q2 2024 and 95 closed out, a net change of +98 holders.
  • The largest Eaton buyer in Q2 2024 was Jennison Associates, an estimated $1.11B added.
  • The largest Eaton seller in Q2 2024 was Fidelity Investments, an estimated $976M sold.

Based on aggregated 13F filings for Q2 2024.