We are live on ! Find out more

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
GWM
1001
GDS Wealth Management
Texas
$1.49M -$51K -167 -4%
LC
1002
Lindbrook Capital
California
$1.49M +$344K +1,126 +34%
CA
1003
Cullinan Associates
Kentucky
$1.48M +$145K +473 +12%
SW
1004
SlateStone Wealth
Florida
$1.48M +$611 +2 +0%
NFA
1005
Northern Financial Advisors
Michigan
$1.48M
IIM
1006
InTrack Investment Management
Vermont
$1.46M +$1.35M +4,412 New
HIA
1007
Harbor Investment Advisory
Maryland
$1.46M +$137K +450 +11%
IFG
1008
Independent Financial Group
California
$1.46M +$597K +1,955 +80%
CRC
1009
Curi RMB Capital
Illinois
$1.45M +$359K +1,176 +37%
A
1010
Allianz
Germany
$1.45M +$814K +2,665 +156%
ARG
1011
Advisory Resource Group
Oklahoma
$1.44M +$131K +428 +11%
GFS
1012
GYL Financial Synergies
Connecticut
$1.43M -$43.1K -141 -3%
CFFP
1013
Center for Financial Planning
Michigan
$1.43M -$64.5K -211 -5%
AWM
1014
Axxcess Wealth Management
California
$1.42M -$442K -1,446 -25%
FFS
1015
Founders Financial Securities
Maryland
$1.42M -$52.2K -171 -4%
PFT
1016
Providence First Trust
Arizona
$1.42M +$1.31M +4,288 New
NC
1017
NovaPoint Capital
Georgia
$1.42M +$88.6K +290 +7%
CFG
1018
Cooper Financial Group
California
$1.41M -$179K -585 -12%
SFG
1019
SevenBridge Financial Group
Pennsylvania
$1.41M +$170K +558 +17%
GBT
1020
Grove Bank & Trust
Florida
$1.41M +$5.8K +19 +0.4%
DBRC
1021
D.B. Root & Company
Pennsylvania
$1.41M -$135K -441 -9%
IFS
1022
Ifrah Financial Services
Arkansas
$1.41M -$32.4K -106 -2%
EWM
1023
Empirical Wealth Management
Washington
$1.4M +$126K +414 +11%
OFS
1024
Oldfather Financial Services
Nebraska
$1.4M +$3.06K +10 +0.2%
AC
1025
AlphaCore Capital
California
$1.39M -$17.4K -57 -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.