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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
HT
626
Headlands Technologies
Illinois
$4.32M +$4.25M +13,165 +2,151%
HWM
627
HB Wealth Management
Georgia
$4.31M +$1.06M +3,271 +31%
GPFA
628
Game Plan Financial Advisors
Ohio
$4.3M +$48.4K +150 +1%
OCA
629
Otter Creek Advisors
Florida
$4.3M
Capital Fund Management (CFM)
630
Capital Fund Management (CFM)
France
$4.29M +$4.42M +13,696 New
SCA
631
St. Clair Advisors
Ohio
$4.29M
NB
632
Norinchukin Bank
Japan
$4.28M +$157K +487 +4%
PWA
633
Phoenix Wealth Advisors
North Carolina
$4.28M -$926K -2,867 -17%
SPC
634
Sigma Planning Corp
Michigan
$4.27M -$270K -835 -6%
WA
635
Wambolt & Associates
Colorado
$4.25M -$46.5K -144 -1%
RSC
636
Red Spruce Capital
Pennsylvania
$4.23M -$87.2K -270 -2%
MAS
637
Meeder Advisory Services
Ohio
$4.23M +$1.24M +3,828 +40%
CAG
638
Crestwood Advisors Group
Massachusetts
$4.22M +$18.1K +56 +0.4%
LNWWM
639
Laird Norton Wetherby Wealth Management
California
$4.21M -$107K -332 -2%
SC
640
Sagefield Capital
Texas
$4.19M +$3.2M +9,923 +289%
OQS
641
Occudo Quantitative Strategies
Florida
$4.19M +$2.93M +9,070 +212%
SC
642
Sawyer & Company
Massachusetts
$4.18M -$134K -416 -3%
SCM
643
Summerhill Capital Management
Ontario, Canada
$4.18M -$117K -362 -3%
SCM
644
Shelton Capital Management
Colorado
$4.13M -$4.2M -13,000 -50%
PFM
645
Patton Fund Management
Texas
$4.13M -$827K -2,560 -16%
NHT
646
New Hampshire Trust
New Hampshire
$4.12M -$44.2K -137 -1%
LFG
647
Larson Financial Group
Missouri
$4.11M +$224K +693 +6%
AWS
648
Atria Wealth Solutions
New York
$4.11M -$748K -2,317 -15%
BC
649
Bowman & Company
Wisconsin
$4.1M +$291K +901 +7%
BFG
650
Bleakley Financial Group
New Jersey
$4.09M -$1.08M -3,354 -20%

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.