We are live on ! Find out more

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
AOWM
526
Alpha Omega Wealth Management
Virginia
$6.27M -$587K -1,818 -8%
CCS
527
Concentric Capital Strategies
Connecticut
$6.26M +$1.92M +5,934 +42%
FT
528
Fiduciary Trust
Massachusetts
$6.25M -$5.49K -17 -0.1%
EWA
529
EP Wealth Advisors
California
$6.2M +$309K +957 +5%
MFG
530
Merit Financial Group
Georgia
$6.2M +$324K +1,005 +5%
VAS
531
Vestmark Advisory Solutions
Massachusetts
$6.2M -$793K -2,455 -11%
CC
532
Centiva Capital
New York
$6.19M +$6.12M +18,954 +2,363%
MAM
533
Mystic Asset Management
Rhode Island
$6.18M -$77.2K -239 -1%
SA
534
SpiderRock Advisors
Delaware
$6.15M +$218K +675 +4%
BPWM
535
Badgley Phelps Wealth Managers
Washington
$6.14M +$5.51M +17,071 +676%
SFWA
536
Summit Financial Wealth Advisors
Louisiana
$6.13M -$254K -786 -4%
NC
537
Nicholas Company
Wisconsin
$6.07M -$3.22M -9,985 -34%
GI
538
GAMCO Investors
Connecticut
$6.04M +$782K +2,421 +14%
SWM
539
Scissortail Wealth Management
Oklahoma
$6.02M -$288K -893 -4%
H
540
HoyleCohen
California
$6.02M +$110K +341 +2%
SW
541
StrongBox Wealth
Missouri
$5.98M +$227K +702 +4%
PCA
542
Providence Capital Advisors
North Carolina
$5.95M -$1.71M -5,306 -22%
SIC
543
Schwartz Investment Counsel
Michigan
$5.9M
Nomura Holdings
544
Nomura Holdings
Japan
$5.88M -$8.72M -27,019 -59%
CA
545
Callahan Advisors
Texas
$5.8M -$505K -1,563 -8%
MMA
546
Mizuho Markets Americas
New York
$5.75M +$5.92M +18,344 New
DWM
547
Dakota Wealth Management
Florida
$5.75M -$216K -669 -4%
WCM
548
Windward Capital Management
California
$5.71M -$178K -551 -3%
ATC
549
Argent Trust Co
Tennessee
$5.66M -$71.7K -222 -1%
FIM
550
FWL Investment Management
Texas
$5.65M +$403K +1,247 +7%

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.