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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
OBAM
476
ODDO BHF Asset Management
France
$8.41M +$7.75M +25,361 New
FT
477
Fiduciary Trust
Massachusetts
$8.36M +$1.62M +5,303 +27%
WC
478
Westhampton Capital
North Carolina
$8.34M -$19.9K -65 -0.3%
HIMCH
479
Hartford Investment Management Co (HIMCO)
Connecticut
$8.3M -$182K -597 -2%
MIP
480
Marietta Investment Partners
Wisconsin
$8.28M -$121K -396 -2%
BAM
481
BOCHK Asset Management
Hong Kong
$8.28M -$1.96M -6,420 -20%
CFSG
482
Community Financial Services Group
Vermont
$8.26M +$147K +480 +2%
BCM
483
BTC Capital Management
Iowa
$8.25M +$7.6M +24,886 New
HFS
484
Hantz Financial Services
Michigan
$8.24M -$26.9K -88 -0.4%
SCP
485
Shorepoint Capital Partners
Massachusetts
$8.23M -$75.8K -248 -1%
MFG
486
Merit Financial Group
Georgia
$8.22M +$1.53M +5,020 +25%
LCM
487
Logan Capital Management
Pennsylvania
$8.21M +$3.29M +10,764 +77%
HCMT
488
Highland Capital Management (Tennessee)
Tennessee
$8.19M -$309K -1,010 -4%
ATPW
489
Ashton Thomas Private Wealth
Arizona
$8.18M +$160K +523 +2%
HH
490
Hilltop Holdings
Texas
$8.16M +$4.19M +13,725 +126%
BPWM
491
Badgley Phelps Wealth Managers
Washington
$7.98M +$1.37M +4,469 +23%
CPC
492
Consolidated Planning Corp
Georgia
$7.93M +$141K +463 +2%
SAM
493
Synergy Asset Management
Washington
$7.84M +$7.22M +23,645 New
MADR
494
Milestones Administradora de Recursos
Brazil
$7.8M +$5.48M +17,920 +319%
ISB
495
Iowa State Bank
Iowa
$7.8M +$63.9K +209 +0.9%
BWAM
496
Boyd Watterson Asset Management
Ohio
$7.78M -$22.9K -75 -0.3%
MP
497
Munro Partners
Australia
$7.73M +$5.67M +18,570 +391%
DIA
498
Dana Investment Advisors
Wisconsin
$7.72M -$53.5K -175 -0.7%
BWG
499
Berry Wealth Group
Texas
$7.66M -$896K -2,931 -11%
CT
500
Colonial Trust
South Carolina
$7.66M +$29.6K +97 +0.4%

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.