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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
BMCM
876
Bryn Mawr Capital Management
Pennsylvania
$2.1M +$61.1K +200 +3%
BHPW
877
Beverly Hills Private Wealth
California
$2.09M -$361K -1,181 -16%
NP
878
Nilsine Partners
Colorado
$2.09M -$2.75K -9 -0.1%
RWM
879
Ritholtz Wealth Management
New York
$2.08M +$83.4K +273 +5%
CAC
880
Core Alternative Capital
Georgia
$2.08M +$38.5K +126 +2%
TP
881
Tranquility Partners
Tennessee
$2.08M +$516K +1,688 +37%
EFMC
882
Empire Financial Management Company
New York
$2.07M -$52.6K -172 -3%
ADL
883
Asset Dedication LLC
California
$2.06M -$125K -410 -6%
BBI
884
Baxter Bros Inc
Connecticut
$2.06M -$215K -705 -10%
PP
885
PDS Planning
Ohio
$2.05M -$42.2K -138 -2%
CCG
886
Cloverfields Capital Group
Minnesota
$2.05M +$954K +3,123 +102%
JWCA
887
J.W. Cole Advisors
Florida
$2.04M +$1.26M +4,109 +200%
MWM
888
Modern Wealth Management
Kansas
$2.04M +$132K +431 +8%
COI
889
Connable Office Inc
Michigan
$2.03M +$1.88M +6,138 New
Fayez Sarofim & Co
890
Fayez Sarofim & Co
Texas
$2.03M
PWM
891
Perigon Wealth Management
California
$2.03M +$29.9K +98 +2%
PS
892
Principal Securities
Iowa
$2.02M +$248K +812 +15%
TAM
893
Tocqueville Asset Management
New York
$2.01M -$234K -767 -11%
MPWS
894
McCarter Private Wealth Services
Massachusetts
$2.01M +$1.85M +6,065 New
MBT
895
Montecito Bank & Trust
California
$2M +$6.11K +20 +0.3%
IGGA
896
Iron Gate Global Advisors
Utah
$1.99M
MCCP
897
Mission Creek Capital Partners
California
$1.98M +$106K +346 +6%
SG Americas Securities
898
SG Americas Securities
New York
$1.97M -$22.4M -73,164 -92%
TIA
899
Trust Investment Advisors
Indiana
$1.97M -$207K -676 -10%
PWP
900
Principle Wealth Partners
Connecticut
$1.97M -$81.3K -266 -4%

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.