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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
CCWM
976
Correct Capital Wealth Management
Missouri
$1.6M +$62.3K +204 +4%
PA
977
Procyon Advisors
Connecticut
$1.59M +$90.4K +296 +7%
MWM
978
Mission Wealth Management
California
$1.59M +$82.2K +269 +6%
ONB
979
Old National Bancorp
Indiana
$1.59M -$174K -568 -11%
PA
980
Profund Advisors
Maryland
$1.58M -$536K -1,753 -27%
WTA
981
Washington Trust Advisors
Massachusetts
$1.57M +$1.3M +4,269 +888%
NP
982
NorthRock Partners
Minnesota
$1.57M +$33.3K +109 +2%
TNB
983
Thomasville National Bank
Georgia
$1.57M
SCTC
984
Sanibel Captiva Trust Company
Florida
$1.56M +$1.53K +5 +0.1%
NL
985
NVWM LLC
Pennsylvania
$1.56M -$26.6K -87 -2%
CIAS
986
Capital Investment Advisory Services
North Carolina
$1.55M +$249K +816 +21%
NB
987
Northwest Bancshares
Pennsylvania
$1.55M -$105K -343 -7%
MW
988
Marcum Wealth
Ohio
$1.55M
ZF
989
Zhang Financial
Michigan
$1.55M +$2.75K +9 +0.2%
SAA
990
Southeast Asset Advisors
Georgia
$1.53M
DCM
991
Davis Capital Management
Florida
$1.53M -$106K -347 -7%
IWA
992
IVC Wealth Advisors
Pennsylvania
$1.52M +$7.94K +26 +0.6%
MIM
993
MTM Investment Management
South Carolina
$1.52M +$1.53K +5 +0.1%
PWA
994
Provenance Wealth Advisors
Florida
$1.52M +$40.3K +132 +3%
HWP
995
Highline Wealth Partners
California
$1.51M -$8.86K -29 -0.6%
DS
996
DRW Securities
Illinois
$1.51M +$1.39M +4,545 New
ITIM
997
Indiana Trust & Investment Management
Indiana
$1.51M +$4.58K +15 +0.3%
JAG
998
Journey Advisory Group
Kentucky
$1.5M
LC
999
LCNB Corp
Ohio
$1.49M -$96.2K -315 -7%
NB
1000
Nicolet Bankshares
Wisconsin
$1.49M -$18.3K -60 -1%

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.