We are live on ! Find out more

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
FMB
751
Field & Main Bank
Kentucky
$3.1M -$59.9K -196 -2%
AA
752
Apriem Advisors
California
$3.1M -$27.5K -90 -1%
OWP
753
Obermeyer Wealth Partners
Colorado
$3.1M -$411K -1,344 -13%
LB
754
Legacy Bridge
Iowa
$3.06M -$3.06K -10 -0.1%
CC
755
Cypress Capital
Tennessee
$3.06M +$83.7K +274 +3%
LSAG
756
Lake Street Advisors Group
New Hampshire
$3.05M -$3.91M -12,799 -58%
HCCM
757
Hudson Canyon Capital Management
New York
$3.03M
HL
758
HeadInvest LLC
Maine
$3.02M +$192K +630 +7%
CC
759
Cornerstone Capital
California
$3.01M +$2.77M +9,075 New
SEIA
760
Signature Estate & Investment Advisors
California
$3M +$77.6K +254 +3%
LA
761
Lifeworks Advisors
Michigan
$2.99M +$505K +1,653 +22%
CCM
762
Cinctive Capital Management
New York
$2.97M +$2.74M +8,967 New
LWP
763
LMG Wealth Partners
Louisiana
$2.97M -$44K -144 -2%
CG
764
Castellan Group
Kentucky
$2.95M +$159K +522 +6%
SLA
765
Silver Lake Advisory
Utah
$2.94M -$235K -768 -8%
IA
766
IFP Advisors
Florida
$2.93M +$2.14M +7,011 +381%
HAG
767
HighPoint Advisor Group
Illinois
$2.93M +$57.7K +189 +2%
SMC
768
Smith, Moore & Co
Missouri
$2.9M -$41.6K -136 -2%
HI
769
Harbour Investments
Wisconsin
$2.9M -$278K -910 -9%
KCM
770
Kornitzer Capital Management
Kansas
$2.89M +$490K +1,604 +23%
TPCW
771
TD Private Client Wealth
New York
$2.86M +$144K +470 +6%
EWM
772
Executive Wealth Management
Michigan
$2.86M +$48K +157 +2%
PAM
773
Panagora Asset Management
Massachusetts
$2.83M +$1.39M +4,556 +114%
IWC
774
Integrated Wealth Concepts
Massachusetts
$2.83M -$71.8K -235 -3%
MIM
775
Marco Investment Management
Georgia
$2.83M +$83.4K +273 +3%

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.