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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
ACM
901
AlphaStar Capital Management
North Carolina
$1.86M -$330K -1,021 -15%
PRWA
902
Platte River Wealth Advisors
Colorado
$1.86M -$9.69K -30 -0.5%
SIAP
903
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.85M -$24.2K -75 -1%
CIM
904
CCLA Investment Management
United Kingdom
$1.85M -$596K -1,846 -24%
GL
905
Graypoint LLC
New York
$1.85M +$56.2K +174 +3%
CCWM
906
Cassaday & Co Wealth Management
Virginia
$1.84M +$10K +31 +0.5%
BOH
907
Bank of Hawaii
Hawaii
$1.84M -$48.4K -150 -2%
SAM
908
Sawgrass Asset Management
Florida
$1.83M -$102K -315 -5%
VA
909
Valmark Advisers
Ohio
$1.81M +$46.2K +143 +3%
SC
910
Syon Capital
California
$1.81M +$20.7K +64 +1%
SAG
911
SageView Advisory Group
California
$1.8M +$673K +2,085 +57%
BFM
912
Boston Financial Management
Massachusetts
$1.8M +$77.2K +239 +4%
AWM
913
Axxcess Wealth Management
California
$1.8M -$196K -608 -10%
SRL
914
Scientech Research LLC
New Jersey
$1.8M +$1.37M +4,254 +286%
CCIA
915
Campbell & Co Investment Adviser
Maryland
$1.8M +$1.85M +5,740 New
MWM
916
Modern Wealth Management
Kansas
$1.79M -$33.3K -103 -2%
BC
917
Bridgefront Capital
Texas
$1.77M +$1.43M +4,425 +359%
MCCP
918
Mission Creek Capital Partners
California
$1.76M +$1.21M +3,757 +201%
MADR
919
Milestones Administradora de Recursos
Brazil
$1.76M +$908K +2,813 +100%
SWM
920
SeaCrest Wealth Management
New York
$1.75M +$181K +561 +11%
SDWMA
921
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.75M
CAM
922
Cozad Asset Management
Illinois
$1.73M
PAM
923
Paradigm Asset Management
New York
$1.72M +$1.78M +5,500 New
LTI
924
Laffer Tengler Investments
Tennessee
$1.72M +$1.76M +5,450 +16,515%
KA
925
Kintegral Advisory
New York
$1.72M +$277K +857 +19%

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.