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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
KWA
551
Kingswood Wealth Advisors
California
$6.28M +$2.99M +9,790 +107%
CA
552
Callahan Advisors
Texas
$6.27M +$121K +397 +2%
ECM
553
ExodusPoint Capital Management
New York
$6.25M -$14.8M -48,371 -72%
PP
554
PDT Partners
New York
$6.2M +$1.5M +4,903 +36%
SIC
555
Schwartz Investment Counsel
Michigan
$6.19M -$45.8K -150 -0.8%
CA
556
Cornerstone Advisors
North Carolina
$6.07M +$1.99M +6,500 +55%
KIA
557
KCM Investment Advisors
California
$5.98M +$43.7K +143 +0.8%
SC
558
Sculptor Capital
New York
$5.97M +$5.5M +18,000 New
VIM
559
Vinva Investment Management
Australia
$5.95M +$1.91M +6,244 +53%
ATC
560
Argent Trust Co
Tennessee
$5.84M -$132K -432 -2%
TCA
561
Transcend Capital Advisors
New Jersey
$5.78M +$85.2K +279 +2%
FNT
562
First National Trust
Pennsylvania
$5.77M -$45.5K -149 -0.8%
Carson Wealth (CWM LLC)
563
Carson Wealth (CWM LLC)
Nebraska
$5.75M +$164K +537 +3%
BHA
564
Beech Hill Advisors
New York
$5.73M -$2.06M -6,736 -28%
UIM
565
USS Investment Management
United Kingdom
$5.7M
GT
566
Greenleaf Trust
Michigan
$5.69M +$70K +229 +1%
NC
567
Nicholas Company
Wisconsin
$5.68M -$684K -2,240 -12%
SCM
568
Silvant Capital Management
Georgia
$5.67M +$1.92M +6,290 +58%
Jones Financial Companies
569
Jones Financial Companies
Missouri
$5.66M +$3.14M +10,267 +148%
FIM
570
Fruth Investment Management
Texas
$5.64M -$154K -503 -3%
CIG
571
Consolidated Investment Group
Colorado
$5.63M
CNFG
572
Creegan & Nassoura Financial Group
New Hampshire
$5.63M -$6.11K -20 -0.1%
CI Investments Inc
573
CI Investments Inc
Ontario, Canada
$5.61M +$3.14M +10,270 +154%
MCB
574
Morton Community Bank
Illinois
$5.56M -$154K -505 -3%
SHGA
575
Sand Hill Global Advisors
California
$5.53M +$5.1M +16,685 New

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.