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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
PA
826
Parallel Advisors
California
$2.33M +$112K +347 +5%
GI
827
GAMMA Investing
California
$2.33M +$404K +1,251 +20%
NRD
828
Nebula Research & Development
New York
$2.32M +$2.39M +7,396 New
WI
829
Wintrust Investments
Illinois
$2.31M +$1.57M +4,855 +194%
LA
830
Lifeworks Advisors
Michigan
$2.31M -$209K -646 -8%
MGIA
831
Moneta Group Investment Advisors
Missouri
$2.31M -$60.7K -188 -2%
PI
832
PFG Investments
New York
$2.3M +$334K +1,035 +16%
CG
833
Caprock Group
Idaho
$2.29M +$105K +324 +5%
BONH
834
Bank of New Hampshire
New Hampshire
$2.29M +$34.2K +106 +1%
Cohen & Steers
835
Cohen & Steers
New York
$2.28M -$34.5K -107 -1%
DWA
836
Dorsey Wright & Associates
California
$2.27M +$59.4K +184 +3%
RFA
837
Resurgent Financial Advisors
Georgia
$2.26M -$165K -512 -7%
PTC
838
Private Trust Company
Ohio
$2.26M +$10K +31 +0.4%
BC
839
Burney Company
Virginia
$2.25M -$33.6K -104 -1%
CI
840
Cavalier Investments
Georgia
$2.24M +$2.31M +7,156 New
KCM
841
Kornitzer Capital Management
Kansas
$2.23M -$576K -1,784 -20%
PPWP
842
Premier Path Wealth Partners
New Jersey
$2.23M -$16.1K -50 -0.7%
IFWM
843
Institute for Wealth Management
Colorado
$2.23M -$2.58K -8 -0.1%
CPA
844
Court Place Advisors
Maryland
$2.21M +$145K +450 +7%
RSWM
845
Robertson Stephens Wealth Management
California
$2.2M +$203K +629 +10%
WA
846
Wealth Alliance
New York
$2.2M -$262K -813 -10%
OIA
847
OneDigital Investment Advisors
Kansas
$2.2M +$1.01M +3,141 +81%
LIP
848
Lighthouse Investment Partners
Florida
$2.19M +$2.26M +7,000 New
AA
849
Altman Advisors
Illinois
$2.19M -$25.8K -80 -1%
TW
850
TrinityPoint Wealth
Connecticut
$2.19M -$6.13K -19 -0.3%

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.