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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
MIP
476
Marietta Investment Partners
Wisconsin
$7.96M +$356K +1,103 +5%
IMRF
477
Illinois Municipal Retirement Fund
Illinois
$7.92M -$7.98M -24,702 -49%
WC
478
Westhampton Capital
North Carolina
$7.91M +$96.9K +300 +1%
NIM
479
NEOS Investment Management
Connecticut
$7.87M +$4.12M +12,775 +104%
SCP
480
Shorepoint Capital Partners
Massachusetts
$7.86M -$105K -326 -1%
HFS
481
Hantz Financial Services
Michigan
$7.83M -$686K -2,125 -8%
TFA
482
Transamerica Financial Advisors
Florida
$7.76M
NW
483
NewEdge Wealth
Pennsylvania
$7.74M -$1.05M -3,260 -12%
PFS
484
Prospera Financial Services
Texas
$7.7M +$1.47M +4,560 +23%
CFSG
485
Community Financial Services Group
Vermont
$7.67M +$377K +1,168 +5%
MASUI
486
MIRAE ASSET SECURITIES (USA) INC.
New York
$7.62M +$7.84M +24,293 New
FTWA
487
Fifth Third Wealth Advisors
Ohio
$7.6M +$1.68M +5,213 +27%
ATPW
488
Ashton Thomas Private Wealth
Arizona
$7.57M +$134K +416 +2%
RBA
489
Richard Bernstein Advisors
New York
$7.54M
BHA
490
Beech Hill Advisors
New York
$7.53M -$181K -560 -2%
BWAM
491
Boyd Watterson Asset Management
Ohio
$7.38M -$259K -803 -3%
CPC
492
Consolidated Planning Corp
Georgia
$7.36M +$149K +460 +2%
DIA
493
Dana Investment Advisors
Wisconsin
$7.36M +$108K +334 +1%
EF
494
Empowered Funds
Pennsylvania
$7.32M +$24.9K +77 +0.3%
ISB
495
Iowa State Bank
Iowa
$7.31M +$1.04M +3,226 +16%
CT
496
Colonial Trust
South Carolina
$7.22M -$44.2K -137 -0.6%
SAM
497
Securian Asset Management
Minnesota
$7.21M -$171K -530 -2%
QCM
498
Quantinno Capital Management
New York
$7.19M +$1.68M +5,189 +29%
CCB
499
Country Club Bank
Missouri
$7.17M -$951K -2,946 -11%
CFG
500
Cambridge Financial Group
Ohio
$7.16M -$998K -3,090 -12%

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.