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
HSA
1151
HBK Sorce Advisory
Pennsylvania
$1.04M +$7.03K +23 +0.7%
SF
1152
Summit Financial
New Jersey
$1.04M +$63.6K +208 +7%
MFA
1153
Mayflower Financial Advisors
Massachusetts
$1.03M +$15K +49 +2%
SI
1154
Scharf Investments
California
$1.03M +$23.8K +78 +3%
LI
1155
LRI Investments
Florida
$1.02M -$73.3K -240 -8%
MG
1156
Mather Group
Illinois
$1.02M -$119K -388 -11%
EWM
1157
Evermay Wealth Management
Virginia
$1.02M -$112K -368 -11%
AIM
1158
Aspen Investment Management
Michigan
$1.02M -$3.97K -13 -0.4%
WIA
1159
Wetzel Investment Advisors
Indiana
$1.02M +$13.4K +44 +1%
PAMG
1160
Patton Albertson Miller Group
Tennessee
$1.01M +$1.22K +4 +0.1%
OC
1161
Oakworth Capital
Alabama
$1.01M +$13.4K +44 +1%
BIA
1162
Bigelow Investment Advisors
Maine
$1.01M +$1.83K +6 +0.2%
TF
1163
Tompkins Financial
New York
$1M
GAM
1164
Gemmer Asset Management
California
$1M -$9.17K -30 -1%
BFA
1165
Brown Financial Advisors
Ohio
$1M +$923K +3,020 New
CGL
1166
Clarius Group LLC
Washington
$996K -$26.3K -86 -3%
SACTSONJ
1167
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$994K
NC
1168
nVerses Capital
Florida
$994K +$183K +600 +25%
GD
1169
Grandfield & Dodd
New York
$992K +$42.8K +140 +5%
KIA
1170
Knollwood Investment Advisory
Maryland
$991K
CWM
1171
Castle Wealth Management
Florida
$991K +$914K +2,990 New
VT
1172
Vise Technologies
New York
$989K +$912K +2,984 New
ANBT
1173
American National Bank & Trust
Texas
$989K -$5.8K -19 -0.6%
HKIMG
1174
Hutchens & Kramer Investment Management Group
Indiana
$984K -$123K -402 -12%
KCM
1175
KRS Capital Management
Michigan
$982K +$8.55K +28 +1%

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.