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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
CVA
801
Central Valley Advisors
California
$2.65M +$32.7K +107 +1%
NSIM
802
North Star Investment Management
Illinois
$2.64M +$12.5K +41 +0.5%
FRA
803
Front Row Advisors
California
$2.63M +$29K +95 +1%
CRWM
804
Castle Rock Wealth Management
California
$2.61M +$2.01M +6,581 +546%
FM
805
Foster & Motley
Ohio
$2.59M -$159K -520 -6%
VI
806
Vestcor Inc
New Brunswick, Canada
$2.59M
BONH
807
Bank of New Hampshire
New Hampshire
$2.57M +$143K +468 +6%
CAL
808
Capital Analysts LLC
Pennsylvania
$2.56M +$56.5K +185 +2%
DA
809
Dillon & Associates
Michigan
$2.56M +$793K +2,596 +51%
SB
810
Simmons Bank
Arkansas
$2.55M -$30.9K -101 -1%
WA
811
Waverly Advisors
Alabama
$2.54M +$6.42K +21 +0.3%
GAM
812
Groupama Asset Management
France
$2.52M +$1.31M +4,298 +83%
PA
813
PFG Advisors
Arizona
$2.51M -$148K -483 -6%
PA
814
Parallel Advisors
California
$2.51M +$43.7K +143 +2%
SIAP
815
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.51M +$510K +1,669 +28%
CI
816
Cavalier Investments
Georgia
$2.51M +$126K +414 +6%
PTC
817
Private Trust Company
Ohio
$2.5M +$108K +353 +5%
WA
818
Wealth Alliance
New York
$2.49M +$157K +514 +7%
FMTCOCP
819
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.49M -$177K -580 -7%
CC
820
Centiva Capital
New York
$2.48M -$3.75M -12,264 -62%
PP
821
Prudential plc
United Kingdom
$2.47M -$4.39M -14,362 -66%
CA
822
CoreCap Advisors
Michigan
$2.46M -$153K -500 -6%
RSWM
823
Robertson Stephens Wealth Management
California
$2.46M +$122K +399 +6%
AAF
824
Andra AP-fonden
Sweden
$2.45M -$1.37M -4,500 -38%
CII
825
Capital International Inc
California
$2.45M -$22K -72 -1%

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.