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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
AWE
1051
Avidian Wealth Enterprises
Texas
$1.32M -$77.6K -254 -6%
PEA
1052
Park Edge Advisors
Ohio
$1.32M +$363K +1,188 +43%
ATS
1053
Ashton Thomas Securities
New York
$1.32M +$108K +354 +10%
KA
1054
KLCM Advisors
Wisconsin
$1.31M +$12.8K +42 +1%
SPC
1055
Spirepoint Private Client
Florida
$1.31M -$11.3K -37 -0.9%
SI
1056
Seeds Investor
New York
$1.31M -$24.1K -79 -2%
ERIC
1057
Eagle Rock Investment Company
Georgia
$1.31M
BWM
1058
Biltmore Wealth Management
Arizona
$1.31M -$127K -416 -10%
GWM
1059
Glass Wealth Management
Texas
$1.29M +$286K +935 +31%
TA
1060
TCM Advisors
West Virginia
$1.29M
CBT
1061
CoreFirst Bank & Trust
Kansas
$1.29M -$1.53K -5 -0.1%
FCCM
1062
First City Capital Management
Georgia
$1.29M -$1.83K -6 -0.2%
Luther King Capital Management (LKCM)
1063
Luther King Capital Management (LKCM)
Texas
$1.28M +$159K +521 +16%
AAS
1064
Ameritas Advisory Services
Nebraska
$1.28M +$347K +1,136 +42%
SAI
1065
Savvy Advisors Inc
New York
$1.27M +$838K +2,742 +250%
IGAM
1066
iA Global Asset Management
Quebec, Canada
$1.27M -$10M -32,819 -90%
EWM
1067
Evercore Wealth Management
New York
$1.26M +$57.1K +187 +5%
DP
1068
Dearborn Partners
Illinois
$1.26M -$30.6K -100 -3%
AWA
1069
Arkadios Wealth Advisors
Georgia
$1.26M +$827K +2,708 +248%
PCG
1070
PFC Capital Group
California
$1.26M +$203K +665 +21%
GLA
1071
Great Lakes Advisors
Illinois
$1.26M +$105K +344 +10%
FA
1072
Faithward Advisors
Pennsylvania
$1.25M -$149K -489 -12%
VAG
1073
VisionPoint Advisory Group
Texas
$1.24M -$54.7K -179 -5%
UW
1074
Unique Wealth
Florida
$1.24M +$100K +328 +10%
Walleye Trading
1075
Walleye Trading
New York
$1.24M +$1.11M +3,620 +3,204%

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.