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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
BFA
776
Bill Few Associates
Pennsylvania
$2.82M +$67.8K +222 +3%
CSPIA
777
Cary Street Partners Investment Advisory
Virginia
$2.81M -$4.89K -16 -0.2%
BP
778
Ballentine Partners
Massachusetts
$2.81M +$1.24M +4,051 +92%
WANY
779
Wealthspire Advisors (New York)
New York
$2.8M -$24.7K -81 -0.9%
AMIM
780
Aull & Monroe Investment Management
Alabama
$2.8M -$30.6K -100 -1%
GVAG
781
Great Valley Advisor Group
Delaware
$2.8M +$1.24M +4,056 +93%
IB
782
Intrust Bank
Kansas
$2.79M
SM
783
Sciencast Management
New Jersey
$2.79M +$263K +862 +11%
PWS
784
Peterson Wealth Services
Utah
$2.78M +$1.53K +5 +0.1%
SIC
785
Salem Investment Counselors
North Carolina
$2.78M +$2.14K +7 +0.1%
CNBT
786
Canandaigua National Bank & Trust
New York
$2.75M -$142K -464 -5%
FG
787
Fiduciary Group
Georgia
$2.74M -$15.3K -50 -0.6%
FFA
788
Farther Finance Advisors
California
$2.74M +$119K +389 +5%
PPWP
789
Proquility Private Wealth Partners
Nevada
$2.74M +$214K +702 +9%
SCI
790
S&CO Inc
Massachusetts
$2.74M
CSIC
791
Clifford Swan Investment Counsel
California
$2.73M +$33.9K +111 +1%
RIA
792
Regal Investment Advisors
Michigan
$2.73M -$383K -1,253 -13%
DI
793
DAGCO Inc
Ohio
$2.71M
VVP
794
Venture Visionary Partners
Ohio
$2.7M -$106K -346 -4%
SA
795
Strategic Advisors
New York
$2.69M +$18K +59 +0.7%
BBA
796
Baader Bank Aktiengesellschaft
Germany
$2.68M -$978K -3,200 -28%
PP
797
Patten & Patten
Tennessee
$2.67M -$19.6K -64 -0.8%
FCP
798
Fidelis Capital Partners
Florida
$2.66M -$36.4K -119 -2%
OPTFSNA
799
Old Point Trust & Financial Services N A
Virginia
$2.66M -$84.6K -277 -3%
ACM
800
Advent Capital Management
New York
$2.65M +$2.44M +8,000 New

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.