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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
PCIA
601
Prime Capital Investment Advisors
Kansas
$5.04M -$544K -1,780 -10%
MFG
602
Monte Financial Group
Connecticut
$5.03M -$75.5K -247 -2%
LCS
603
Levin Capital Strategies
New York
$5.02M
KHLMTHM
604
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$5.02M +$4.63M +15,150 New
Caisse de Depot et Placement du Quebec (CDPQ)
605
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.98M -$40.2M -131,531 -90%
JCM
606
Janney Capital Management
Pennsylvania
$4.98M +$105K +343 +2%
AIP
607
Ameritas Investment Partners
Nebraska
$4.96M -$407K -1,333 -8%
CCM
608
Cullen Capital Management
New York
$4.94M +$5.5K +18 +0.1%
YIA
609
YHB Investment Advisors
Connecticut
$4.92M +$718K +2,351 +19%
PCA
610
Pallas Capital Advisors
Massachusetts
$4.92M +$3.8M +12,421 +675%
WSFS
611
Wilmington Savings Fund Society
Delaware
$4.91M +$4.53M +14,822 New
HAM
612
Honeycomb Asset Management
New York
$4.87M +$4.49M +14,700 New
BIP
613
Bouvel Investment Partners
Pennsylvania
$4.87M +$26K +85 +0.6%
WAS
614
WESPAC Advisors SoCal
California
$4.84M +$4.46M +14,604 New
NWM
615
Northcape Wealth Management
New York
$4.84M -$71.5K -234 -2%
OAC
616
OMERS Administration Corp
Ontario, Canada
$4.83M
SAM
617
Silphium Asset Management
United Kingdom
$4.79M +$933K +3,052 +27%
BHWM
618
Bar Harbor Wealth Management
New Hampshire
$4.76M
P
619
&Partners
Tennessee
$4.73M +$2.53M +8,265 +132%
JFG
620
Jefferies Financial Group
New York
$4.72M +$947K +3,099 +28%
SSA
621
South Street Advisors
New York
$4.66M
PIM
622
Plato Investment Management
Australia
$4.64M +$753K +2,466 +21%
HWM
623
HB Wealth Management
Georgia
$4.64M +$71.8K +235 +2%
OCA
624
Otter Creek Advisors
Florida
$4.63M +$79.4K +260 +2%
SPC
625
Sigma Planning Corp
Michigan
$4.61M +$91.7K +300 +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.