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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
651
Affinity Wealth Management
Delaware
$4.29M +$26.3K +86 +0.7%
FTDI
652
First Trust Direct Indexing
Massachusetts
$4.29M -$364K -1,190 -8%
DT
653
Diversified Trust
Tennessee
$4.28M +$160K +524 +4%
RA
654
Ransom Advisory
Rhode Island
$4.28M +$30.6K +100 +0.8%
MOS
655
MGO One Seven
Ohio
$4.28M -$661K -2,163 -14%
JGCM
656
Joseph Group Capital Management
Ohio
$4.26M +$850K +2,782 +28%
PGA
657
Portland Global Advisors
Maine
$4.25M +$101K +330 +3%
PAMP
658
Polar Asset Management Partners
Ontario, Canada
$4.23M +$1.42M +4,658 +58%
HIC
659
Holderness Investments Company
North Carolina
$4.2M +$24.1K +79 +0.6%
JWCA
660
J.W. Coons Advisors
Ohio
$4.19M +$23.8K +78 +0.6%
MC
661
Maverick Capital
Texas
$4.16M +$3.07M +10,058 +403%
PFM
662
Patton Fund Management
Texas
$4.14M -$205K -671 -5%
JCA
663
Jade Capital Advisors
New Jersey
$4.14M
KM
664
KP Management
Minnesota
$4.14M +$306K +1,000 +9%
CT
665
Coastline Trust
Rhode Island
$4.13M +$466K +1,525 +14%
NB
666
NBT Bank
New York
$4.13M +$140K +457 +4%
VC
667
Vestor Capital
Illinois
$4.12M +$3.8M +12,426 New
MA
668
Montag & Associates
Georgia
$4.09M +$2.84M +9,305 +305%
S
669
SignatureFD
Georgia
$4.08M -$17.4K -57 -0.5%
AAM
670
Azzad Asset Management
Virginia
$4.08M +$188K +614 +5%
GI
671
GAMMA Investing
California
$4.07M +$1.48M +4,842 +65%
BC
672
Bowman & Company
Wisconsin
$4.07M -$247K -810 -6%
WMA
673
West Michigan Advisors
Michigan
$4.05M +$20.2K +66 +0.5%
AWS
674
Atria Wealth Solutions
New York
$4.03M -$292K -955 -7%
BFA
675
Bright Financial Advisors
Michigan
$4.02M +$60.5K +198 +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.