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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
OIA
1176
Optimum Investment Advisors
Illinois
$902K -$161K -500 -15%
BCA
1177
Bay Colony Advisors
Massachusetts
$899K +$22K +68 +2%
HPG
1178
Harvest Portfolios Group
Ontario, Canada
$898K +$925K +2,865 New
SFG
1179
SevenBridge Financial Group
Pennsylvania
$898K +$22.6K +70 +2%
1W
1180
1776 Wealth
Georgia
$896K +$923K +2,858 New
GD
1181
Grandfield & Dodd
New York
$895K
UAML
1182
US Asset Management LLC
Pennsylvania
$887K -$18.4K -57 -2%
HFBOT
1183
Home Federal Bank of Tennessee
Tennessee
$883K
HW
1184
Hancock Whitney
Mississippi
$883K +$23.2K +72 +3%
IIC
1185
Ironwood Investment Counsel
Arizona
$882K -$17.8K -55 -2%
WG
1186
Welch Group
Alabama
$880K -$4.52K -14 -0.5%
PNC
1187
Park National Corp
Ohio
$878K -$22.6K -70 -2%
PEA
1188
Park Edge Advisors
Ohio
$875K +$651K +2,016 +260%
JWM
1189
JPL Wealth Management
Colorado
$874K +$492K +1,525 +121%
LCGC
1190
Legacy Capital Group California
California
$870K +$10.3K +32 +1%
LW
1191
Linscomb Wealth
Texas
$868K -$323 -1 -0%
BCV
1192
Banque Cantonale Vaudoise
Switzerland
$867K +$368K +1,140 +70%
CCG
1193
Catalina Capital Group
California
$867K +$71.3K +221 +9%
CI
1194
CX Institutional
Indiana
$853K +$3.87K +12 +0.4%
BWL
1195
Bogart Wealth LLC
Virginia
$852K +$20.3K +63 +2%
AAS
1196
Ameritas Advisory Services
Nebraska
$850K -$12.3K -38 -1%
CAM
1197
Chesapeake Asset Management
New York
$848K -$94.9K -294 -10%
WF
1198
Welch & Forbes
Massachusetts
$847K
WFC
1199
Western Financial Corp
California
$840K +$865K +2,679 New
SIC
1200
Sterling Investment Counsel
New York
$839K -$27.4K -85 -3%

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.