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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
Cohen & Steers
901
Cohen & Steers
New York
$1.97M -$410K -1,343 -18%
BOH
902
Bank of Hawaii
Hawaii
$1.96M +$21.1K +69 +1%
PRWA
903
Platte River Wealth Advisors
Colorado
$1.95M -$18.3K -60 -1%
CCWM
904
Cassaday & Co Wealth Management
Virginia
$1.94M -$2.14K -7 -0.1%
ACM
905
AlphaStar Capital Management
North Carolina
$1.94M -$26.3K -86 -1%
GL
906
Graypoint LLC
New York
$1.93M -$23.2K -76 -1%
VA
907
Valmark Advisers
Ohio
$1.91M -$8.55K -28 -0.5%
SC
908
Syon Capital
California
$1.91M -$3.36K -11 -0.2%
MMA
909
Miracle Mile Advisors
California
$1.91M +$273K +892 +18%
SMA
910
Sage Mountain Advisors
Georgia
$1.89M +$466K +1,526 +37%
PDL
911
Portfolio Design Labs
California
$1.89M +$1.74M +5,688 New
JSSH
912
J. Safra Sarasin Holding
$1.88M -$103K -338 -6%
SWM
913
SeaCrest Wealth Management
New York
$1.87M +$23.8K +78 +1%
EFS
914
Essex Financial Services
Connecticut
$1.87M -$958K -3,135 -37%
CA
915
Claro Advisors
Massachusetts
$1.87M +$70.9K +232 +4%
MNBTD
916
Moody National Bank Trust Division
Texas
$1.86M +$584K +1,912 +52%
FHA
917
First Horizon Advisors
Tennessee
$1.85M -$137K -448 -7%
CIM
918
CCLA Investment Management
United Kingdom
$1.85M
SAM
919
Sawgrass Asset Management
Florida
$1.85M -$78.5K -257 -4%
SDWMA
920
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.85M
CIC
921
Crawford Investment Counsel
Georgia
$1.85M +$57.1K +187 +3%
CAM
922
Cozad Asset Management
Illinois
$1.83M -$6.11K -20 -0.4%
PAM
923
Paradigm Asset Management
New York
$1.82M
LTI
924
Laffer Tengler Investments
Tennessee
$1.82M
NLGIA
925
Nippon Life Global Investors Americas
New York
$1.81M -$29.7M -97,280 -95%

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.