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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
SIG
951
Stonegate Investment Group
Alabama
$1.69M +$8.55K +28 +0.6%
ETC
952
Exchange Traded Concepts
Oklahoma
$1.69M -$388K -1,269 -20%
CCA
953
Checchi Capital Advisers
California
$1.68M +$52.9K +173 +4%
TC
954
TownSquare Capital
Utah
$1.68M +$504K +1,651 +48%
STA
955
Summit Trail Advisors
New York
$1.68M +$215K +703 +16%
PPG
956
Peak Planning Group
Colorado
$1.68M -$12.8K -42 -0.8%
MCWA
957
Meadow Creek Wealth Advisors
Georgia
$1.68M -$12.5K -41 -0.8%
Nomura Holdings
958
Nomura Holdings
Japan
$1.67M -$4.19M -13,705 -73%
AG
959
Ascent Group
Virginia
$1.67M +$1.3M +4,257 +538%
SWA
960
SFMG Wealth Advisors
Texas
$1.67M +$11.3K +37 +0.7%
HFM
961
Harvest Fund Management
China
$1.66M -$446K -1,459 -23%
QI
962
Qtron Investments
Massachusetts
$1.66M
FB
963
First Bancorp
Maine
$1.65M -$7.64K -25 -0.5%
KIG
964
Kowal Investment Group
Wisconsin
$1.65M +$1.83K +6 +0.1%
FCB
965
First County Bank
Connecticut
$1.65M -$48.9K -160 -3%
CAM
966
Covenant Asset Management
New Jersey
$1.65M +$38.5K +126 +3%
EM
967
Excalibur Management
Massachusetts
$1.64M -$12.2K -40 -0.8%
EB
968
Emprise Bank
Kansas
$1.63M -$5.8K -19 -0.4%
BFM
969
Boston Financial Management
Massachusetts
$1.63M -$257K -842 -15%
RAM
970
Ramirez Asset Management
New York
$1.62M +$168K +550 +13%
SB
971
Strategic Blueprint
Georgia
$1.62M +$68.7K +225 +5%
FPF
972
First Pacific Financial
Washington
$1.62M -$27.2K -89 -2%
FBT
973
First Bankers Trust
Kentucky
$1.61M +$1M +3,273 +205%
TCM
974
Twin Capital Management
Pennsylvania
$1.61M +$264K +865 +22%
IBOK
975
Independence Bank of Kentucky
Kentucky
$1.6M +$518K +1,694 +54%

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.