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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
CAG
626
Crestwood Advisors Group
Massachusetts
$4.61M +$133K +435 +3%
OSNBOA
627
Old Second National Bank of Aurora
Illinois
$4.61M -$24.1K -79 -0.6%
BDS
628
Banco de Sabadell
Florida
$4.58M -$301K -986 -7%
CI
629
Capital International
California
$4.57M -$3.97K -13 -0.1%
PHK
630
Point72 Hong Kong
Hong Kong
$4.56M -$8.75M -28,634 -68%
LNWWM
631
Laird Norton Wetherby Wealth Management
California
$4.55M +$93.5K +306 +2%
SCA
632
St. Clair Advisors
Ohio
$4.53M
NEI
633
Northwest & Ethical Investments
Ontario, Canada
$4.53M +$289K +947 +7%
GPFA
634
Game Plan Financial Advisors
Ohio
$4.52M -$30.6K -100 -0.7%
LFG
635
Larson Financial Group
Missouri
$4.51M +$147K +482 +4%
SCM
636
Summerhill Capital Management
Ontario, Canada
$4.48M +$60.5K +198 +1%
IWA
637
Icon Wealth Advisors
Texas
$4.47M -$213K -697 -5%
TCM
638
Tandem Capital Management
New Jersey
$4.47M -$180K -589 -4%
MAS
639
Meeder Advisory Services
Ohio
$4.47M -$4.58K -15 -0.1%
MFS
640
Mirabella Financial Services
United Kingdom
$4.44M +$4.1M +13,408 New
SCM
641
Shelton Capital Management
Colorado
$4.44M +$68.7K +225 +2%
NHT
642
New Hampshire Trust
New Hampshire
$4.43M +$74.2K +243 +2%
WA
643
Wambolt & Associates
Colorado
$4.41M -$51.6K -169 -1%
IMCOOI
644
Investment Management Corp of Ontario (IMCO)
Canada
$4.39M +$1.34M +4,400 +50%
SC
645
Sawyer & Company
Massachusetts
$4.36M -$56.5K -185 -1%
PWA
646
Phoenix Wealth Advisors
North Carolina
$4.35M -$161K -527 -4%
BFG
647
Bleakley Financial Group
New Jersey
$4.34M +$16.5K +54 +0.4%
BFM
648
Boothbay Fund Management
New York
$4.32M -$9.89M -32,355 -71%
RSC
649
Red Spruce Capital
Pennsylvania
$4.31M -$150K -490 -4%
SLI
650
Sumitomo Life Insurance
Japan
$4.3M +$63.9K +209 +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.