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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
FMII
1076
Farmers & Merchants Investments Inc
Nebraska
$1.23M -$295K -965 -21%
CB
1077
CNB Bank
Pennsylvania
$1.23M +$181K +591 +19%
Voloridge Investment Management
1078
Voloridge Investment Management
Florida
$1.23M +$1.14M +3,724 New
SW
1079
SteelPeak Wealth
California
$1.23M +$622K +2,036 +121%
ACIM
1080
Azimuth Capital Investment Management
Michigan
$1.23M +$3.06K +10 +0.3%
TPI
1081
Trust Point Inc
Wisconsin
$1.22M -$18.3K -60 -2%
IIA
1082
Integral Investment Advisors
California
$1.22M -$153K -500 -12%
FNBTCON
1083
First National Bank & Trust Co of Newtown
Pennsylvania
$1.22M +$9.17K +30 +0.8%
WIS
1084
Wright Investors Service
Connecticut
$1.22M -$516K -1,688 -31%
CIA
1085
Choate Investment Advisors
Massachusetts
$1.22M +$81.9K +268 +8%
AFG
1086
Allegheny Financial Group
Pennsylvania
$1.22M +$4.58K +15 +0.4%
SIM
1087
Stratos Investment Management
Ohio
$1.21M -$48.6K -159 -4%
KSWWM
1088
Keyes Stange & Wooten Wealth Management
Florida
$1.2M -$15.6K -51 -1%
TPW
1089
Transatlantique Private Wealth
New York
$1.19M -$124K -406 -10%
CCA
1090
Cobblestone Capital Advisors
New York
$1.19M -$75.2K -246 -6%
RB
1091
Renasant Bank
Mississippi
$1.19M -$246K -804 -18%
CFM
1092
Catalyst Funds Management
Australia
$1.19M +$1.1M +3,600 New
WPA
1093
West Paces Advisors
Georgia
$1.19M -$97.5K -319 -8%
9WM
1094
9258 Wealth Management
Ohio
$1.19M -$611 -2 -0.1%
DWM
1095
Diversify Wealth Management
Utah
$1.19M +$8.25K +27 +0.8%
SVWAG
1096
Sound View Wealth Advisors Group
Georgia
$1.18M -$26.6K -87 -2%
FW
1097
FullCircle Wealth
Texas
$1.17M +$49.5K +162 +5%
CMI
1098
Clare Market Investments
Texas
$1.16M
FNBT
1099
FineMark National Bank & Trust
Florida
$1.16M -$38.8K -127 -4%
WAM
1100
Wolverine Asset Management
Illinois
$1.16M +$1.07M +3,500 New

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.