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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
SIC
776
SFE Investment Counsel
California
$2.68M -$175K -542 -6%
WANY
777
Wealthspire Advisors (New York)
New York
$2.68M -$122K -377 -4%
NAS
778
Nicolet Advisory Services
Wisconsin
$2.67M +$48.8K +151 +2%
FHB
779
First Hawaiian Bank
Hawaii
$2.67M +$224K +695 +9%
CSPIA
780
Cary Street Partners Investment Advisory
Virginia
$2.67M +$45.5K +141 +2%
VVP
781
Venture Visionary Partners
Ohio
$2.67M +$141K +438 +5%
HL
782
HeadInvest LLC
Maine
$2.66M -$52.6K -163 -2%
EWM
783
Executive Wealth Management
Michigan
$2.65M +$2.45M +7,594 +878%
IB
784
Intrust Bank
Kansas
$2.64M -$159K -491 -6%
PWS
785
Peterson Wealth Services
Utah
$2.63M -$1.21M -3,739 -31%
SIC
786
Salem Investment Counselors
North Carolina
$2.63M +$139K +430 +5%
CG
787
Castellan Group
Kentucky
$2.63M +$124K +384 +5%
FM
788
Foster & Motley
Ohio
$2.62M -$929K -2,876 -26%
FG
789
Fiduciary Group
Georgia
$2.61M -$17.1K -53 -0.6%
OPTFSNA
790
Old Point Trust & Financial Services N A
Virginia
$2.6M -$107K -330 -4%
BFA
791
Bill Few Associates
Pennsylvania
$2.6M -$188K -581 -7%
TAM
792
Tealwood Asset Management
Minnesota
$2.59M -$16.5K -51 -0.6%
MIM
793
Marco Investment Management
Georgia
$2.59M +$271K +840 +11%
SCI
794
S&CO Inc
Massachusetts
$2.59M
DI
795
DAGCO Inc
Ohio
$2.56M
TPCW
796
TD Private Client Wealth
New York
$2.56M -$343K -1,061 -11%
PP
797
Patten & Patten
Tennessee
$2.55M -$56.5K -175 -2%
CSIC
798
Clifford Swan Investment Counsel
California
$2.55M +$129K +400 +5%
PAMP
799
Polar Asset Management Partners
Ontario, Canada
$2.54M +$2.62M +8,100 New
FMTCOCP
800
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.54M -$99.8K -309 -4%

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.