We are live on ! Find out more

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
PIM
1126
Penobscot Investment Management
Massachusetts
$1.1M +$45.2K +148 +5%
BJL
1127
Brighton Jones LLC
Washington
$1.09M -$6.72K -22 -0.7%
DCM
1128
Dimension Capital Management
Florida
$1.09M +$28.1K +92 +3%
HPG
1129
Harvest Portfolios Group
Ontario, Canada
$1.09M +$131K +428 +15%
GAMC
1130
Garner Asset Management Corp
Texas
$1.09M -$6.11K -20 -0.6%
FBB
1131
Fulton Breakefield Broenniman
Maryland
$1.09M -$10.1K -33 -1%
CIA
1132
Citadel Investment Advisory
Ohio
$1.08M
RIA
1133
Richwood Investment Advisors
Ohio
$1.08M -$18.3K -60 -2%
RCAG
1134
Rehmann Capital Advisory Group
Michigan
$1.08M -$1.22K -4 -0.1%
DI
1135
Diligent Investors
California
$1.08M
MIC
1136
Means Investment Company
Maine
$1.08M +$38.8K +127 +4%
EW
1137
Enzi Wealth
Texas
$1.08M
CA
1138
Carson Advisory
Georgia
$1.07M -$3.36K -11 -0.3%
LIM
1139
Lagoda Investment Management
New York
$1.07M +$351K +1,150 +55%
EFSCE
1140
Enterprise Financial Services Corp (EFSC)
Missouri
$1.07M -$306 -1 -0%
CPIG
1141
Chicago Partners Investment Group
Illinois
$1.06M +$472K +1,546 +101%
MS
1142
Maven Securities
Jersey
$1.05M +$724K +2,371 +293%
EH
1143
Equitable Holdings
New York
$1.05M +$350K +1,147 +56%
WPC
1144
Waters Parkerson & Co
Louisiana
$1.05M
GIA
1145
Guyasuta Investment Advisors
Pennsylvania
$1.05M +$10.1K +33 +1%
CGIM
1146
Capital Group Investment Management
Singapore
$1.05M +$62.9K +206 +7%
ACM
1147
Aljian Capital Management
Nevada
$1.05M +$965K +3,157 New
1IA
1148
1620 Investment Advisors
Massachusetts
$1.05M -$663K -2,171 -41%
MCM
1149
Manchester Capital Management
Vermont
$1.05M +$26.3K +86 +3%
OFS
1150
Orrstown Financial Services
Pennsylvania
$1.04M +$559K +1,829 +138%

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.