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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
IC
426
IEQ Capital
California
$10.1M +$819K +2,680 +10%
ASN
427
Advisory Services Network
Georgia
$10M
DJSG
428
D.J. St. Germain
Massachusetts
$10M -$157K -514 -2%
BIM
429
Bridges Investment Management
Nebraska
$10M -$160K -523 -2%
MIF
430
Mediolanum International Funds
Ireland
$9.97M -$68.7K -225 -0.7%
EWA
431
EP Wealth Advisors
California
$9.97M +$3.15M +10,295 +52%
MGWM
432
Marks Group Wealth Management
Minnesota
$9.91M +$938K +3,070 +11%
RWA
433
River Wealth Advisors
Pennsylvania
$9.88M +$70K +229 +0.8%
CAM
434
Carret Asset Management
New York
$9.86M +$84K +275 +0.9%
TI
435
Tidal Investments
Wisconsin
$9.85M +$3.69M +12,069 +68%
FCH
436
Freestone Capital Holdings
Washington
$9.83M +$812K +2,657 +10%
Pacer Advisors
437
Pacer Advisors
Pennsylvania
$9.78M -$1.03M -3,385 -10%
WAM
438
Winslow Asset Management
Ohio
$9.77M +$47.1K +154 +0.5%
FA
439
Fiduciary Alliance
South Carolina
$9.76M -$400K -1,308 -4%
IMRF
440
Illinois Municipal Retirement Fund
Illinois
$9.74M +$1.27M +4,148 +16%
HPIA
441
Hamilton Point Investment Advisors
North Carolina
$9.73M -$53.2K -174 -0.6%
SA
442
SpiderRock Advisors
Delaware
$9.73M +$2.97M +9,734 +50%
AUB
443
Atlantic Union Bankshares
Virginia
$9.69M -$167K -548 -2%
BFG
444
Beacon Financial Group
Texas
$9.52M -$327K -1,071 -4%
GSCM
445
Greenfield Seitz Capital Management
Texas
$9.48M -$208K -680 -2%
AWM
446
Avitas Wealth Management
California
$9.47M +$124K +406 +1%
TC
447
Taika Capital
Florida
$9.37M +$6.27M +20,524 +265%
Wellington Management Group
448
Wellington Management Group
Massachusetts
$9.3M +$3.66M +11,992 +75%
Two Sigma Investments
449
Two Sigma Investments
New York
$9.27M -$82.3M -269,243 -91%
JWM
450
Jackson Wealth Management
Florida
$9.21M +$3.6M +11,794 +74%

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.