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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
ACM
526
Ayrshire Capital Management
Connecticut
$6.72M +$1.23M +4,012 +25%
RBA
527
Richard Bernstein Advisors
New York
$6.71M -$1.16M -3,789 -16%
SCM
528
Spring Capital Management
Texas
$6.7M -$901K -2,949 -9%
BHCM
529
Brevan Howard Capital Management
Jersey
$6.7M +$1.69M +5,542 +38%
DWP
530
Daymark Wealth Partners
Ohio
$6.66M -$8.55K -28 -0.1%
ACA
531
Anchor Capital Advisors
Massachusetts
$6.65M -$6.57M -21,513 -52%
SBH
532
Segall Bryant & Hamill
Illinois
$6.63M +$6.11M +20,010 New
HFM
533
Hartford Financial Management
Connecticut
$6.63M
UE
534
Unisphere Establishment
Liechtenstein
$6.63M
CL
535
Choreo LLC
Illinois
$6.6M +$737K +2,413 +14%
NWM
536
Northwest Wealth Management
Iowa
$6.58M -$41.6K -136 -0.7%
TNBTD
537
Trustmark National Bank Trust Department
Mississippi
$6.58M -$453K -1,481 -7%
QT
538
Quantbot Technologies
New York
$6.51M -$3.65M -11,955 -38%
SFWA
539
Summit Financial Wealth Advisors
Louisiana
$6.49M +$9.78K +32 +0.2%
NMERB
540
New Mexico Educational Retirement Board
New Mexico
$6.48M -$183K -600 -3%
MAM
541
Mystic Asset Management
Rhode Island
$6.48M -$51.9K -170 -0.9%
AOWM
542
Alpha Omega Wealth Management
Virginia
$6.48M -$134K -438 -2%
VAS
543
Vestmark Advisory Solutions
Massachusetts
$6.39M -$149K -487 -2%
MIM
544
Moseley Investment Management
Florida
$6.39M +$428K +1,401 +8%
CIS
545
Capital International Sarl
California
$6.36M +$870K +2,849 +17%
CIA
546
Concurrent Investment Advisors
Florida
$6.36M -$922K -3,017 -14%
KC
547
Kadensa Capital
Hong Kong
$6.36M -$13.8M -45,188 -70%
PCA
548
Providence Capital Advisors
North Carolina
$6.35M +$54.4K +178 +0.9%
SP
549
Stonebrook Private
Michigan
$6.32M -$622K -2,036 -10%
WCM
550
Windward Capital Management
California
$6.3M +$240K +784 +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.