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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
AWM
576
Apollon Wealth Management
South Carolina
$5.5M -$159K -519 -3%
SC
577
Savant Capital
Illinois
$5.47M +$414K +1,354 +9%
HCM
578
Howland Capital Management
Massachusetts
$5.46M -$261K -855 -5%
MPPLM
579
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.46M +$224K +733 +5%
SWM
580
Scissortail Wealth Management
Oklahoma
$5.45M -$5.75M -18,825 -98%
BPA
581
Beacon Pointe Advisors
California
$5.44M +$36.1K +118 +0.7%
RBC
582
Romano Brothers & Co
Illinois
$5.43M +$129K +422 +3%
CGH
583
Crossmark Global Holdings
Texas
$5.37M -$253K -828 -5%
CFCI
584
Comprehensive Financial Consultants Institutional
Indiana
$5.35M +$7.64K +25 +0.2%
USCWA
585
U.S. Capital Wealth Advisors
Texas
$5.34M +$140K +457 +3%
ET
586
Entropy Technologies
New York
$5.31M +$1.97M +6,456 +68%
BCM
587
Brasada Capital Management
Texas
$5.3M +$2.14K +7 +0%
SCA
588
Stonebridge Capital Advisors
Minnesota
$5.3M +$200K +655 +4%
WFMPM
589
Woodley Farra Manion Portfolio Management
Indiana
$5.3M +$7.64K +25 +0.2%
TCOT
590
Trust Company of Toledo
Ohio
$5.28M +$326K +1,068 +7%
ZB
591
Zions Bancorporation
Utah
$5.25M +$163K +535 +3%
TCA
592
Trifecta Capital Advisors
Illinois
$5.23M +$214K +699 +5%
CTC
593
Central Trust Company
Missouri
$5.21M -$325K -1,064 -6%
PGFC
594
Peapack-Gladstone Financial Corp
New Jersey
$5.18M +$21.7K +71 +0.5%
MGP
595
Metis Global Partners
California
$5.17M +$15.3K +50 +0.3%
PG
596
Patten Group
Tennessee
$5.16M -$30.6K -100 -0.6%
HC
597
Hendley & Co
Ohio
$5.16M -$57.4K -188 -1%
CWG
598
Cornerstone Wealth Group
North Carolina
$5.14M +$142K +465 +3%
NB
599
Norinchukin Bank
Japan
$5.06M +$489K +1,601 +12%
SSWM
600
Smith Salley Wealth Management
North Carolina
$5.05M +$96.9K +317 +2%

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.