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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
EAM
701
EFG Asset Management
Oregon
$3.7M -$147K -480 -4%
Assenagon Asset Management
702
Assenagon Asset Management
Luxembourg
$3.69M -$202M -662,446 -98%
VA
703
Vident Advisory
Georgia
$3.69M -$113K -369 -3%
GRP
704
Global Retirement Partners
California
$3.69M -$469K -1,534 -12%
DAS
705
Dynamic Advisor Solutions
Arizona
$3.64M -$206K -673 -6%
CG
706
Caprock Group
Idaho
$3.64M +$1.12M +3,660 +50%
PTCG
707
Pring Turner Capital Group
California
$3.63M -$14.1K -46 -0.4%
GH
708
GAM Holding
Switzerland
$3.63M +$150K +490 +5%
CCM
709
Coldstream Capital Management
Washington
$3.62M +$541K +1,770 +20%
CWS
710
Confluence Wealth Services
Pennsylvania
$3.61M -$78.5K -257 -2%
TRCT
711
Tower Research Capital (TRC)
New York
$3.6M -$1.82M -5,947 -35%
DA
712
Doliver Advisors
Texas
$3.58M -$63.9K -209 -2%
SC
713
Searle & Co
Connecticut
$3.58M -$28.1K -92 -0.8%
PHIMC
714
Private Harbour Investment Management & Counsel
Ohio
$3.58M -$6.42K -21 -0.2%
QC
715
Quaero Capital
Switzerland
$3.58M +$226K +740 +7%
PF
716
Phoenix Financial
Israel
$3.57M +$1.96M +6,425 +148%
CB
717
Cadence Bank
Mississippi
$3.56M -$190K -621 -5%
CCG
718
Cypress Capital Group
Florida
$3.52M +$213K +697 +7%
LIM
719
Leavell Investment Management
Alabama
$3.51M +$625K +2,044 +24%
GF
720
Gries Financial
Ohio
$3.51M -$66.9K -219 -2%
SWM
721
Spire Wealth Management
Virginia
$3.51M -$364K -1,192 -10%
ISWM
722
Independent Solutions Wealth Management
New York
$3.48M -$169K -552 -5%
BIM
723
Baldwin Investment Management
Pennsylvania
$3.41M +$165K +539 +6%
RC
724
Roundview Capital
New Jersey
$3.4M +$55K +180 +2%
QIM
725
Quantitative Investment Management
Virginia
$3.39M -$9.97M -32,621 -76%

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.