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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
HI
676
Horizon Investments
North Carolina
$4.02M +$671K +2,196 +22%
BTI
677
Blue Trust Inc
Georgia
$4.01M +$813K +2,661 +26%
OFG
678
Oxford Financial Group
Indiana
$4.01M -$45.2K -148 -1%
MIA
679
MMBG Investment Advisors
Florida
$3.98M +$3.66M +11,995 New
OQS
680
Occudo Quantitative Strategies
Florida
$3.97M -$424K -1,388 -10%
RWP
681
RWA Wealth Partners
Massachusetts
$3.96M -$43.4K -142 -1%
PT
682
Plimoth Trust
Massachusetts
$3.95M -$15.3K -50 -0.4%
DA
683
Dover Advisors
Virginia
$3.93M +$12.2K +40 +0.3%
IUHSA
684
Itau Unibanco Holding S.A.
Brazil
$3.93M +$3.62M +11,849 New
MCM
685
Mill Capital Management
North Carolina
$3.91M
KRSITF
686
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.91M -$339K -1,108 -9%
SFI
687
SPC Financial Inc
Maryland
$3.9M +$544K +1,779 +18%
BB
688
Busey Bank
Illinois
$3.9M +$21.4K +70 +0.6%
WB
689
Webster Bank
Connecticut
$3.9M -$249K -816 -6%
FWP
690
FAS Wealth Partners
Kansas
$3.89M +$268K +878 +8%
IWM
691
IHT Wealth Management
Illinois
$3.86M +$557K +1,822 +19%
TRIA
692
Trail Ridge Investment Advisors
Colorado
$3.85M -$7.64K -25 -0.2%
CCT
693
Capital City Trust
Florida
$3.85M -$397K -1,299 -10%
LD
694
Lipe & Dalton
New York
$3.85M -$94.7K -310 -3%
JC
695
JB Capital
Connecticut
$3.81M +$420K +1,375 +14%
PAS
696
Park Avenue Securities
New York
$3.74M -$443K -1,451 -11%
1WA
697
180 Wealth Advisors
Washington
$3.74M +$22.6K +74 +0.7%
VFA
698
Valeo Financial Advisors
Indiana
$3.73M +$86.8K +284 +3%
TPA
699
Trivium Point Advisory
Connecticut
$3.72M +$211K +691 +7%
RF
700
Robbins Farley
New Hampshire
$3.71M +$376K +1,232 +12%

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.