We are live on ! Find out more

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
CPA
851
Court Place Advisors
Maryland
$2.28M -$45.8K -150 -2%
MFIM
852
Mesirow Financial Investment Management
Illinois
$2.28M +$139K +456 +7%
BBHC
853
Brown Brothers Harriman & Co
New York
$2.27M +$857K +2,804 +69%
PL
854
Perpetual Ltd
Australia
$2.26M -$228K -745 -10%
SIC
855
Samalin Investment Counsel
New York
$2.26M +$18.6K +61 +0.9%
TW
856
TrinityPoint Wealth
Connecticut
$2.26M -$51.6K -169 -2%
BDL
857
Bey-Douglas LLC
Georgia
$2.24M -$306 -1 -0%
AWM
858
Aviso Wealth Management
Washington
$2.22M +$1.81M +5,927 +755%
AWA
859
Aaron Wealth Advisors
Illinois
$2.22M +$119K +391 +6%
JCM
860
Jacobi Capital Management
Pennsylvania
$2.22M +$96.9K +317 +5%
LCM
861
Laurion Capital Management
New York
$2.22M +$1.55M +5,087 +319%
MA
862
Mutual Advisors
Nebraska
$2.2M +$332K +1,088 +21%
ACA
863
Atlas Capital Advisors
Wyoming
$2.2M
FHB
864
First Hawaiian Bank
Hawaii
$2.2M -$575K -1,882 -22%
CICC
865
Capital Investment Counsel (Colorado)
Colorado
$2.18M +$6.72K +22 +0.3%
SAM
866
Smartleaf Asset Management
Massachusetts
$2.18M +$464K +1,519 +30%
DWT
867
Dorsey & Whitney Trust
South Dakota
$2.17M +$803K +2,629 +67%
VSQM
868
V-Square Quantitative Management
Illinois
$2.17M +$22.9K +75 +1%
ZIM
869
Zacks Investment Management
Illinois
$2.16M +$911K +2,982 +84%
FG
870
Foster Group
Iowa
$2.15M -$7.94K -26 -0.4%
DWM
871
Darwin Wealth Management
Florida
$2.15M +$306 +1 +0%
WSCM
872
Wellington Shields Capital Management
New York
$2.13M +$30.6K +100 +2%
GAM
873
Garrison Asset Management
Arkansas
$2.11M -$8.55K -28 -0.4%
RSA
874
River Street Advisors
Illinois
$2.11M +$69.4K +227 +4%
TSMHT
875
Thurston Springer Miller Herd & Titak
Indiana
$2.11M +$63.2K +207 +3%

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.