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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
AA
826
ALPS Advisors
Colorado
$2.45M -$3.13M -10,249 -58%
PFS
827
Physicians Financial Services
North Carolina
$2.44M +$2.25M +7,364 New
STAS
828
Strong Tower Advisory Services
Minnesota
$2.44M -$52.9K -173 -2%
P
829
Pitcairn
Pennsylvania
$2.44M +$240K +786 +12%
PI
830
PFG Investments
New York
$2.43M
ECM
831
Evergreen Capital Management
Washington
$2.43M +$119K +390 +6%
OIA
832
OneDigital Investment Advisors
Kansas
$2.42M +$93.2K +305 +4%
MGIA
833
Moneta Group Investment Advisors
Missouri
$2.42M -$15.9K -52 -0.7%
BC
834
Burney Company
Virginia
$2.41M +$31.5K +103 +1%
WorldQuant Millennium Advisors
835
WorldQuant Millennium Advisors
New York
$2.41M +$354K +1,158 +19%
PAS
836
Point72 Asia (Singapore)
Singapore
$2.37M +$1.85M +6,060 +563%
Impax Asset Management Group
837
Impax Asset Management Group
United Kingdom
$2.35M +$2.16M +7,082 New
OHWP
838
Oak Harbor Wealth Partners
North Carolina
$2.35M -$307K -1,006 -12%
PPWP
839
Premier Path Wealth Partners
New Jersey
$2.34M -$15.6K -51 -0.7%
MRCM
840
M&R Capital Management
New Jersey
$2.34M +$55.9K +183 +3%
IFWM
841
Institute for Wealth Management
Colorado
$2.33M -$20.5K -67 -0.9%
CA
842
Continuum Advisory
Idaho
$2.33M -$97.8K -320 -5%
AA
843
Altman Advisors
Illinois
$2.33M +$7.03K +23 +0.3%
JIC
844
Johnson Investment Counsel
Ohio
$2.32M -$141K -461 -6%
CAMG
845
CWA Asset Management Group
Florida
$2.32M +$2.14M +7,004 New
WWM
846
Western Wealth Management
Colorado
$2.32M +$729K +2,387 +52%
RFA
847
Resurgent Financial Advisors
Georgia
$2.31M -$71.8K -235 -3%
AF
848
Advisornet Financial
Minnesota
$2.3M +$214K +701 +11%
PPW
849
Parcion Private Wealth
Washington
$2.29M +$1.87M +6,136 +785%
TCM
850
Teza Capital Management
Illinois
$2.29M -$2.18M -7,141 -51%

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.