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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
Jones Financial Companies
851
Jones Financial Companies
Missouri
$2.18M +$1.76M +5,465 +370%
FCP
852
Fidelis Capital Partners
Florida
$2.18M -$86.8K -269 -3%
ECM
853
Evergreen Capital Management
Washington
$2.17M +$61.7K +191 +3%
BBI
854
Baxter Bros Inc
Connecticut
$2.17M -$6.46K -20 -0.3%
MRCM
855
M&R Capital Management
New Jersey
$2.15M +$21.3K +66 +1%
TAM
856
Tocqueville Asset Management
New York
$2.14M -$323K -1,000 -13%
BDL
857
Bey-Douglas LLC
Georgia
$2.12M +$592K +1,835 +37%
SIC
858
Samalin Investment Counsel
New York
$2.12M +$24.2K +75 +1%
CA
859
Continuum Advisory
Idaho
$2.12M +$474K +1,469 +28%
CI Investments Inc
860
CI Investments Inc
Ontario, Canada
$2.09M +$1.68M +5,194 +356%
ACA
861
Atlas Capital Advisors
Wyoming
$2.08M -$29.4K -91 -1%
TIA
862
Trust Investment Advisors
Indiana
$2.08M -$54.6K -169 -2%
ADL
863
Asset Dedication LLC
California
$2.08M +$47.1K +146 +2%
P
864
Pitcairn
Pennsylvania
$2.06M +$119K +368 +6%
CICC
865
Capital Investment Counsel (Colorado)
Colorado
$2.06M +$13.2K +41 +0.6%
PA
866
Profund Advisors
Maryland
$2.04M -$25.2K -78 -1%
FG
867
Foster Group
Iowa
$2.04M +$18.4K +57 +0.9%
DWM
868
Darwin Wealth Management
Florida
$2.03M +$9.69K +30 +0.5%
HFM
869
Harvest Fund Management
China
$2.03M +$434K +1,344 +26%
VSQM
870
V-Square Quantitative Management
Illinois
$2.03M -$333K -1,031 -14%
EFMC
871
Empire Financial Management Company
New York
$2.01M -$28.1K -87 -1%
MFIM
872
Mesirow Financial Investment Management
Illinois
$2.01M +$52.9K +164 +3%
XT
873
XTX Topco
Cayman Islands
$2.01M +$267K +827 +15%
PIWA
874
Prevail Innovative Wealth Advisors
Kansas
$2.01M +$256K +792 +14%
GAM
875
Garrison Asset Management
Arkansas
$2M +$2.06M +6,390 New

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.