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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
GM
1101
GeoWealth Management
Illinois
$1.16M -$460K -1,504 -30%
MWM
1102
MorganRosel Wealth Management
Colorado
$1.16M -$91.1K -298 -8%
FTC
1103
Farmers Trust Company
Ohio
$1.16M -$30.6K -100 -3%
ACM
1104
Aster Capital Management
United Arab Emirates
$1.16M +$1.07M +3,487 New
GHAM
1105
Gilman Hill Asset Management
Connecticut
$1.15M +$764K +2,500 +255%
SA
1106
SRN Advisors
Pennsylvania
$1.15M -$42.8K -140 -4%
AWP
1107
Abacus Wealth Partners
California
$1.15M +$11K +36 +1%
FMC
1108
First Merchants Corp
Indiana
$1.14M +$280K +916 +36%
NCM
1109
NCM Capital Management
New Jersey
$1.14M
PMSA
1110
Patrick M. Sweeney & Associates
Illinois
$1.14M -$9.78K -32 -0.9%
MPIA
1111
Mountain Pacific Investment Advisers
Idaho
$1.14M
HBT
1112
Heartland Bank & Trust
Illinois
$1.14M -$26.9K -88 -3%
SIC
1113
Sterling Investment Counsel
New York
$1.13M +$227K +744 +28%
NFG
1114
Nations Financial Group
Iowa
$1.13M +$438K +1,434 +72%
WSC
1115
Wellington Shields & Co
New York
$1.13M +$417K +1,366 +67%
BMM
1116
Buffington Mohr McNeal
Idaho
$1.13M +$61.1K +200 +6%
ESB
1117
Essex Savings Bank
Connecticut
$1.12M +$40.9K +134 +4%
PWPS
1118
Pinnacle Wealth Planning Services
Ohio
$1.12M -$1.83K -6 -0.2%
GWA
1119
Geometric Wealth Advisors
District of Columbia
$1.12M
MWM
1120
Modera Wealth Management
New Jersey
$1.11M +$284K +928 +38%
HWAM
1121
Hennion & Walsh Asset Management
New Jersey
$1.11M +$101K +332 +11%
MA
1122
MCF Advisors
Kentucky
$1.11M -$9.78K -32 -0.9%
SIA
1123
Schechter Investment Advisors
Michigan
$1.11M -$21.1K -69 -2%
EIG
1124
Ellenbecker Investment Group
Wisconsin
$1.1M -$44.6K -146 -4%
PFG
1125
Prosperity Financial Group
California
$1.1M +$608K +1,990 +151%

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.