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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
MA
1151
Montag & Associates
Georgia
$955K
ACGA
1152
Atlanta Consulting Group Advisors
Georgia
$955K
RIA
1153
Realta Investment Advisors
Delaware
$952K -$2.91K -9 -0.3%
BIA
1154
Bigelow Investment Advisors
Maine
$952K -$49.4K -153 -5%
TF
1155
Tompkins Financial
New York
$950K
SI
1156
Scharf Investments
California
$948K +$57.5K +178 +6%
WIA
1157
Wetzel Investment Advisors
Indiana
$947K -$27.8K -86 -3%
HWAM
1158
Hennion & Walsh Asset Management
New Jersey
$947K +$507K +1,569 +108%
OC
1159
Oakworth Capital
Alabama
$943K +$137K +423 +16%
MIM
1160
Morningstar Investment Management
Illinois
$942K
ANBT
1161
American National Bank & Trust
Texas
$941K +$23.2K +72 +2%
SACTSONJ
1162
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$941K -$969K -3,000 -50%
KIA
1163
Knollwood Investment Advisory
Maryland
$938K +$546K +1,690 +130%
GWM
1164
Glass Wealth Management
Texas
$931K +$338K +1,046 +54%
DWM
1165
Diversify Wealth Management
Utah
$930K +$1.1M +3,414 New
OFS
1166
OneAscent Financial Services
Alabama
$928K +$22.3K +69 +2%
CGIM
1167
Capital Group Investment Management
Singapore
$925K +$143K +444 +18%
WEG
1168
World Equity Group
Illinois
$920K +$128K +395 +16%
KCM
1169
KRS Capital Management
Michigan
$920K +$81.7K +253 +9%
GWMR
1170
GC Wealth Management RIA
Massachusetts
$919K -$25.2K -78 -3%
GA
1171
GSG Advisors
New Jersey
$915K -$5.17K -16 -0.5%
PWM
1172
Palumbo Wealth Management
New York
$914K -$8.72K -27 -0.9%
SF
1173
Summit Financial
New Jersey
$914K +$941K +2,915 New
FWTB
1174
First Western Trust Bank
Colorado
$911K -$2.26K -7 -0.2%
WIC
1175
Wilkins Investment Counsel
Massachusetts
$909K -$64.6K -200 -6%

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.