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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
SW
651
Simplicity Wealth
New Jersey
$4.09M -$1.07M -3,309 -20%
WCM
652
Wunderlich Capital Managemnt
Tennessee
$4.08M -$79.7K -247 -2%
CCT
653
Capital City Trust
Florida
$4.05M -$279K -865 -6%
KRSITF
654
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.04M -$91K -282 -2%
AWM
655
Affinity Wealth Management
Delaware
$4.03M +$148K +457 +4%
RA
656
Ransom Advisory
Rhode Island
$4.02M -$339K -1,050 -8%
SLI
657
Sumitomo Life Insurance
Japan
$4M -$1.17M -3,634 -22%
TSS
658
Two Sigma Securities
New York
$4M +$2.74M +8,494 +199%
PAS
659
Park Avenue Securities
New York
$4M -$181K -562 -4%
NEI
660
Northwest & Ethical Investments
Ontario, Canada
$3.99M
GRP
661
Global Retirement Partners
California
$3.97M +$947K +2,934 +30%
HIC
662
Holderness Investments Company
North Carolina
$3.95M +$41K +127 +1%
WB
663
Webster Bank
Connecticut
$3.94M +$42.9K +133 +1%
CFIA
664
Cantor Fitzgerald Investment Advisors
New York
$3.94M -$903K -2,796 -18%
JWCA
665
J.W. Coons Advisors
Ohio
$3.94M +$22.6K +70 +0.6%
YIA
666
YHB Investment Advisors
Connecticut
$3.92M +$2.7M +8,356 +201%
PCM
667
Pinnbrook Capital Management
New York
$3.92M -$1.88M -5,816 -32%
JCA
668
Jade Capital Advisors
New Jersey
$3.92M +$2.42M +7,500 +150%
WS
669
Wedbush Securities
California
$3.92M +$25.8K +80 +0.6%
PGA
670
Portland Global Advisors
Maine
$3.92M +$68.8K +213 +2%
CM
671
Cercano Management
Washington
$3.9M
DT
672
Diversified Trust
Tennessee
$3.89M -$117K -362 -3%
KOCAA
673
Knights of Columbus Asset Advisors
Connecticut
$3.88M -$2.61M -8,081 -39%
S
674
SignatureFD
Georgia
$3.88M +$210K +651 +6%
SP
675
SWS Partners
Ohio
$3.88M +$248K +769 +7%

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.