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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
BWM
1051
Buckley Wealth Management
Nevada
$1.25M -$136K -420 -10%
HIA
1052
Harbor Investment Advisory
Maryland
$1.24M +$17.4K +54 +1%
IAIM
1053
International Assets Investment Management
Florida
$1.24M +$261K +807 +26%
ERIC
1054
Eagle Rock Investment Company
Georgia
$1.24M +$16.1K +50 +1%
VAG
1055
VisionPoint Advisory Group
Texas
$1.23M -$142K -440 -10%
ARG
1056
Advisory Resource Group
Oklahoma
$1.23M -$56.5K -175 -4%
KA
1057
KLCM Advisors
Wisconsin
$1.23M
DWT
1058
Dorsey & Whitney Trust
South Dakota
$1.23M -$137K -424 -10%
TPW
1059
Transatlantique Private Wealth
New York
$1.23M -$286K -886 -18%
DP
1060
Dearborn Partners
Illinois
$1.22M -$25.2K -78 -2%
WPA
1061
West Paces Advisors
Georgia
$1.22M -$63.3K -196 -5%
BIG
1062
Brooklyn Investment Group
New York
$1.22M
CBT
1063
CoreFirst Bank & Trust
Kansas
$1.22M -$142K -440 -10%
TA
1064
TCM Advisors
West Virginia
$1.22M
FCCM
1065
First City Capital Management
Georgia
$1.22M -$191K -593 -13%
CIAS
1066
Capital Investment Advisory Services
North Carolina
$1.22M +$2.58K +8 +0.2%
CCA
1067
Cobblestone Capital Advisors
New York
$1.21M -$4.52K -14 -0.4%
VCP
1068
Varenne Capital Partners
France
$1.2M -$86.3M -267,410 -99%
SIM
1069
Stratos Investment Management
Ohio
$1.2M +$303K +937 +32%
EWM
1070
Empirical Wealth Management
Washington
$1.2M +$503K +1,557 +69%
PFMU
1071
Privium Fund Management (UK)
United Kingdom
$1.2M +$1.23M +3,816 New
CA
1072
Cullinan Associates
Kentucky
$1.19M -$34.9K -108 -3%
MWM
1073
MorganRosel Wealth Management
Colorado
$1.19M +$27.4K +85 +2%
TPI
1074
Trust Point Inc
Wisconsin
$1.18M -$73.3K -227 -6%
ACIM
1075
Azimuth Capital Investment Management
Michigan
$1.16M -$6.46K -20 -0.5%

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.