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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
GCM
501
Graham Capital Management
Connecticut
$7.11M +$3.83M +11,870 +110%
LFAS
502
Level Four Advisory Services
Texas
$7.11M +$3.57M +11,059 +95%
SL
503
Summitry LLC
California
$7.1M -$239K -740 -3%
LSERS
504
Louisiana State Employees Retirement System
Louisiana
$7.09M -$194K -600 -3%
Focus Partners Wealth
505
Focus Partners Wealth
Massachusetts
$7.05M -$1.41M -4,363 -16%
JCM
506
Jag Capital Management
Missouri
$7.04M +$7.25M +22,455 New
KWM
507
Kingsview Wealth Management
Oregon
$7.04M +$605K +1,875 +9%
RCIM
508
Red Cedar Investment Management
Michigan
$7M -$2.35M -7,286 -25%
CIA
509
Concurrent Investment Advisors
Florida
$6.96M +$1.3M +4,012 +22%
SCM
510
Spring Capital Management
Texas
$6.91M +$884K +2,737 +9%
LSAG
511
Lake Street Advisors Group
New Hampshire
$6.9M +$107K +332 +2%
PP
512
Prudential plc
United Kingdom
$6.84M +$5.27M +16,326 +298%
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$6.8M -$346K -1,071 -5%
First Manhattan
514
First Manhattan
New York
$6.74M -$224K -695 -3%
TNBTD
515
Trustmark National Bank Trust Department
Mississippi
$6.69M -$34.5K -107 -0.5%
SP
516
Stonebrook Private
Michigan
$6.62M +$474K +1,468 +7%
RIM
517
Reliant Investment Management
Tennessee
$6.52M -$29.7K -92 -0.4%
SAM
518
Strategy Asset Managers
California
$6.5M +$4.24M +13,145 +69%
PGAM
519
Princeton Global Asset Management
New Jersey
$6.35M +$639K +1,980 +11%
NMERB
520
New Mexico Educational Retirement Board
New Mexico
$6.32M
DWP
521
Daymark Wealth Partners
Ohio
$6.31M -$104K -323 -2%
HFM
522
Hartford Financial Management
Connecticut
$6.27M
UE
523
Unisphere Establishment
Liechtenstein
$6.27M +$6.46M +20,000 New
NWM
524
Northwest Wealth Management
Iowa
$6.27M -$57.8K -179 -0.9%
LFP
525
Leeward Financial Partners
Washington
$6.27M +$515K +1,594 +9%

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.