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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
SAM
701
Silphium Asset Management
United Kingdom
$3.58M +$211K +654 +6%
USAA
702
United Services Automobile Association
Texas
$3.57M -$170K -526 -4%
CB
703
Cadence Bank
Mississippi
$3.56M -$26.8K -83 -0.7%
BBA
704
Baader Bank Aktiengesellschaft
Germany
$3.54M +$194K +600 +6%
TRIA
705
Trail Ridge Investment Advisors
Colorado
$3.51M -$32.3K -100 -0.9%
CWS
706
Confluence Wealth Services
Pennsylvania
$3.5M -$14.9K -46 -0.4%
JFG
707
Jefferies Financial Group
New York
$3.49M +$2.62M +8,116 +268%
GDP
708
Great Diamond Partners
Maine
$3.48M +$76.2K +236 +2%
ISWM
709
Independent Solutions Wealth Management
New York
$3.47M +$10.7K +33 +0.3%
UCB
710
United Community Bank
South Carolina
$3.46M -$868K -2,688 -20%
DA
711
Doliver Advisors
Texas
$3.45M -$443K -1,372 -11%
PTCG
712
Pring Turner Capital Group
California
$3.45M -$22K -68 -0.6%
VFA
713
Valeo Financial Advisors
Indiana
$3.44M -$206K -638 -5%
CT
714
Coastline Trust
Rhode Island
$3.43M +$2.32M +7,183 +191%
HH
715
Hilltop Holdings
Texas
$3.42M -$28.4K -88 -0.8%
SC
716
Searle & Co
Connecticut
$3.42M +$29.7K +92 +0.9%
WP
717
WealthShield Partners
North Carolina
$3.41M -$9.04K -28 -0.3%
FWP
718
FAS Wealth Partners
Kansas
$3.4M -$952K -2,949 -21%
PHIMC
719
Private Harbour Investment Management & Counsel
Ohio
$3.39M -$4.84K -15 -0.1%
GF
720
Gries Financial
Ohio
$3.39M -$163K -505 -4%
SCM
721
Silvant Capital Management
Georgia
$3.39M
CD
722
Chapin Davis
Maryland
$3.35M +$631K +1,955 +22%
OWP
723
Obermeyer Wealth Partners
Colorado
$3.35M +$47.5K +147 +1%
GH
724
GAM Holding
Switzerland
$3.28M -$793K -2,455 -19%
HWMO
725
Heritage Wealth Management (Ohio)
Ohio
$3.26M +$3.32M +10,283 New

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.