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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
CDH
976
Charles D. Hyman
$1.5M
NL
977
NVWM LLC
Pennsylvania
$1.5M +$1.54M +4,774 +39,783%
JAG
978
Journey Advisory Group
Kentucky
$1.5M -$277K -858 -15%
MP
979
Munro Partners
Australia
$1.49M +$1.53M +4,745 New
TNB
980
Thomasville National Bank
Georgia
$1.48M -$21.6K -67 -1%
SCTC
981
Sanibel Captiva Trust Company
Florida
$1.48M -$132K -409 -8%
FMII
982
Farmers & Merchants Investments Inc
Nebraska
$1.47M +$40K +124 +3%
DBRC
983
D.B. Root & Company
Pennsylvania
$1.47M -$731K -2,263 -33%
I
984
InceptionR
California
$1.47M +$255K +790 +20%
MW
985
Marcum Wealth
Ohio
$1.46M +$3.23K +10 +0.2%
GWM
986
GDS Wealth Management
Texas
$1.46M -$104K -321 -6%
SB
987
Strategic Blueprint
Georgia
$1.46M -$42K -130 -3%
ZF
988
Zhang Financial
Michigan
$1.46M +$4.52K +14 +0.3%
WIA
989
World Investment Advisors
California
$1.46M +$1.5M +4,651 New
SAA
990
Southeast Asset Advisors
Georgia
$1.45M -$10.7K -33 -0.7%
CCWM
991
Correct Capital Wealth Management
Missouri
$1.45M +$226K +701 +18%
NP
992
NorthRock Partners
Minnesota
$1.45M +$106K +329 +8%
WWM
993
Western Wealth Management
Colorado
$1.45M -$404K -1,252 -21%
HWP
994
Highline Wealth Partners
California
$1.44M +$969 +3 +0.1%
RA
995
RFG Advisory
Alabama
$1.44M +$117K +361 +9%
TP
996
Tranquility Partners
Tennessee
$1.44M -$25.2K -78 -2%
IWA
997
IVC Wealth Advisors
Pennsylvania
$1.43M +$969 +3 +0.1%
NB
998
Nicolet Bankshares
Wisconsin
$1.43M -$8.07K -25 -0.5%
MIM
999
MTM Investment Management
South Carolina
$1.43M -$101K -312 -6%
MWM
1000
Mission Wealth Management
California
$1.42M +$81K +251 +6%

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.