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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
BAM
1076
Belpointe Asset Management
Nevada
$1.16M -$58.4K -181 -5%
MNBTD
1077
Moody National Bank Trust Division
Texas
$1.16M +$400K +1,239 +50%
CIC
1078
Cornercap Investment Counsel
Georgia
$1.16M -$915K -2,835 -43%
ATS
1079
Ashton Thomas Securities
New York
$1.15M +$1.17M +3,620 New
KSWWM
1080
Keyes Stange & Wooten Wealth Management
Florida
$1.15M -$189K -585 -14%
FNBTCON
1081
First National Bank & Trust Co of Newtown
Pennsylvania
$1.15M
AFG
1082
Allegheny Financial Group
Pennsylvania
$1.15M +$323 +1 +0%
SVWAG
1083
Sound View Wealth Advisors Group
Georgia
$1.14M +$89.1K +276 +8%
EWM
1084
Evercore Wealth Management
New York
$1.14M -$9.69K -30 -0.8%
FNBT
1085
FineMark National Bank & Trust
Florida
$1.14M +$32.3K +100 +3%
SA
1086
SRN Advisors
Pennsylvania
$1.13M
FTC
1087
Farmers Trust Company
Ohio
$1.13M -$129K -400 -10%
9WM
1088
9258 Wealth Management
Ohio
$1.12M -$136K -420 -10%
ZIM
1089
Zacks Investment Management
Illinois
$1.11M +$74.3K +230 +7%
HBT
1090
Heartland Bank & Trust
Illinois
$1.1M +$9.36K +29 +0.8%
CMI
1091
Clare Market Investments
Texas
$1.1M +$662K +2,050 +141%
AMCA
1092
Arthur M. Cohen & Associates
Illinois
$1.1M +$635K +1,968 +128%
GP
1093
Girard Partners
Pennsylvania
$1.1M
SCM
1094
Stevens Capital Management
Pennsylvania
$1.09M +$531K +1,645 +90%
PMSA
1095
Patrick M. Sweeney & Associates
Illinois
$1.09M
EIG
1096
Ellenbecker Investment Group
Wisconsin
$1.09M -$28.4K -88 -2%
CIA
1097
Citadel Investment Advisory
Ohio
$1.08M -$1.61K -5 -0.1%
MG
1098
Mather Group
Illinois
$1.08M +$4.52K +14 +0.4%
RL
1099
Retireful LLC
Michigan
$1.08M +$1.11M +3,452 New
GLA
1100
Great Lakes Advisors
Illinois
$1.08M +$121K +376 +12%

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.