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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
PWMAG
1026
Pinnacle Wealth Management Advisory Group
New Jersey
$1.39M -$15.6K -51 -1%
BC
1027
Bridgefront Capital
Texas
$1.39M -$450K -1,473 -26%
FWIA
1028
Fort Washington Investment Advisors
Ohio
$1.38M -$73.3K -240 -5%
CFP
1029
Catalyst Financial Partners
Massachusetts
$1.38M +$11K +36 +0.9%
MCA
1030
Magnolia Capital Advisors
Mississippi
$1.38M -$365K -1,194 -22%
CI
1031
Cigna Investments
Connecticut
$1.36M -$25.4K -83 -2%
RA
1032
RFG Advisory
Alabama
$1.36M -$146K -479 -10%
DAM
1033
Deltec Asset Management
New York
$1.36M +$1.25M +4,100 New
DIM
1034
Delta Investment Management
California
$1.36M -$306 -1 -0%
PFC
1035
Phocas Financial Corp
California
$1.36M
BIG
1036
Brooklyn Investment Group
New York
$1.35M +$52.9K +173 +4%
FAM
1037
Formidable Asset Management
Ohio
$1.35M +$194K +634 +19%
PPC
1038
Park Place Capital
Alabama
$1.34M -$294K -963 -19%
FFM
1039
Forum Financial Management
Illinois
$1.34M -$8.55K -28 -0.7%
I
1040
InceptionR
California
$1.34M -$196K -641 -14%
GS
1041
GTS Securities
New York
$1.34M +$809K +2,648 +192%
AFG
1042
Atomi Financial Group
New York
$1.33M -$38.5K -126 -3%
STCG
1043
Speece Thorson Capital Group
Minnesota
$1.33M
BWM
1044
Buckley Wealth Management
Nevada
$1.33M +$13.7K +45 +1%
ZIC
1045
ZWJ Investment Counsel
Georgia
$1.33M
PP
1046
Paloma Partners
Connecticut
$1.33M -$612K -2,002 -33%
LWA
1047
Lantern Wealth Advisors
New York
$1.33M
AF
1048
Ally Financial
Michigan
$1.33M +$1.22M +4,000 New
RCS
1049
Retirement Capital Strategies
California
$1.32M
CGFA
1050
Colton Groome Financial Advisors
North Carolina
$1.32M -$604K -1,978 -33%

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.