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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
KRS
451
Kentucky Retirement Systems
Kentucky
$9.19M -$731K -2,393 -8%
DF
452
DNCA Finance
France
$9.19M -$498K -1,630 -6%
MWA
453
Meridian Wealth Advisors
Texas
$9.18M -$146K -479 -2%
SWP
454
Stratos Wealth Partners
Ohio
$9.14M +$302K +990 +4%
CNBTD
455
Citizens National Bank Trust Department
Mississippi
$9.11M -$87.1K -285 -1%
ACM
456
Altrius Capital Management
North Carolina
$9.11M +$277K +907 +3%
SCM
457
Sirios Capital Management
Massachusetts
$9.1M +$8.39M +27,465 New
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$9.08M +$146K +478 +2%
JIR
459
James Investment Research
Ohio
$9.06M +$55.6K +182 +0.7%
PFS
460
Prospera Financial Services
Texas
$9.05M +$844K +2,761 +11%
EI
461
Ethic Inc
New York
$9M -$819K -2,680 -9%
AAS
462
Annex Advisory Services
Wisconsin
$8.97M +$193K +633 +2%
Hudson Bay Capital Management
463
Hudson Bay Capital Management
Connecticut
$8.95M +$4.58M +15,000 +125%
BCP
464
Blue Chip Partners
Michigan
$8.89M +$7.84M +25,650 +2,176%
AP
465
Americana Partners
Texas
$8.84M +$290K +948 +4%
Vontobel Holding
466
Vontobel Holding
Switzerland
$8.82M +$2.8M +9,174 +53%
IEFM
467
IQ EQ Fund Management
Ireland
$8.75M -$30.2K -99 -0.4%
FTWA
468
Fifth Third Wealth Advisors
Ohio
$8.69M +$602K +1,969 +8%
GCM
469
Graham Capital Management
Connecticut
$8.65M +$1.05M +3,427 +15%
MSU
470
Mizuho Securities USA
New York
$8.56M -$1.53M -5,010 -16%
DADC
471
D.A. Davidson & Co
Montana
$8.53M -$444K -1,453 -5%
NW
472
NewEdge Wealth
Pennsylvania
$8.52M +$314K +1,029 +4%
RCIM
473
Red Cedar Investment Management
Michigan
$8.49M +$1.01M +3,300 +15%
Marshall Wace
474
Marshall Wace
United Kingdom
$8.48M -$11.2M -36,585 -59%
SYBT
475
Stock Yards Bank & Trust
Kentucky
$8.42M -$653K -2,136 -8%

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.