We are live on ! Find out more

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
JCM
876
Jacobi Capital Management
Pennsylvania
$2M +$4.2K +13 +0.2%
ETC
877
Exchange Traded Concepts
Oklahoma
$1.99M +$683K +2,117 +50%
WSCM
878
Wellington Shields Capital Management
New York
$1.99M +$22K +68 +1%
PP
879
PDS Planning
Ohio
$1.99M +$17.4K +54 +0.9%
AWA
880
Aaron Wealth Advisors
Illinois
$1.98M +$110K +341 +6%
NP
881
Nilsine Partners
Colorado
$1.98M -$79.4K -246 -4%
P
882
&Partners
Tennessee
$1.96M +$1.26M +3,892 +165%
AF
883
Advisornet Financial
Minnesota
$1.95M +$1.94K +6 +0.1%
PWP
884
Principle Wealth Partners
Connecticut
$1.95M -$27.4K -85 -1%
SIAG
885
Signet Investment Advisory Group
Rhode Island
$1.95M -$107K -330 -5%
WI
886
WBI Investments
New Jersey
$1.94M +$1.99M +6,178 New
CAC
887
Core Alternative Capital
Georgia
$1.93M +$5.49K +17 +0.3%
TSMHT
888
Thurston Springer Miller Herd & Titak
Indiana
$1.93M +$1.99M +6,151 New
BMCM
889
Bryn Mawr Capital Management
Pennsylvania
$1.93M
RSA
890
River Street Advisors
Illinois
$1.92M -$18.1K -56 -0.9%
Fayez Sarofim & Co
891
Fayez Sarofim & Co
Texas
$1.92M +$8.72K +27 +0.4%
WorldQuant Millennium Advisors
892
WorldQuant Millennium Advisors
New York
$1.91M -$520K -1,612 -21%
FHA
893
First Horizon Advisors
Tennessee
$1.9M -$282K -874 -13%
MBT
894
Montecito Bank & Trust
California
$1.89M
RWM
895
Ritholtz Wealth Management
New York
$1.89M -$2.58K -8 -0.1%
PWM
896
Perigon Wealth Management
California
$1.89M +$162K +501 +9%
JSSH
897
J. Safra Sarasin Holding
$1.88M +$1.94M +6,011 New
PP
898
Paloma Partners
Connecticut
$1.88M -$33.9K -105 -2%
IGGA
899
Iron Gate Global Advisors
Utah
$1.88M -$6.78K -21 -0.3%
CGFA
900
Colton Groome Financial Advisors
North Carolina
$1.87M +$2.91K +9 +0.2%

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.