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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
HPC
1176
HM Payson & Co
Maine
$980K +$278K +910 +44%
BCM
1177
BluePath Capital Management
Georgia
$979K +$231K +755 +34%
GA
1178
GSG Advisors
New Jersey
$979K +$18K +59 +2%
MYIA
1179
Mount Yale Investment Advisors
Colorado
$979K +$350K +1,146 +63%
MFGM
1180
Marshall Financial Group (Maryland)
Maryland
$978K +$109K +358 +14%
GSB
1181
Greenfield Savings Bank
Massachusetts
$976K -$32.4K -106 -3%
OFS
1182
OneAscent Financial Services
Alabama
$969K -$10.7K -35 -1%
Wolverine Trading
1183
Wolverine Trading
Illinois
$966K +$388K +1,270 +76%
BCA
1184
Bay Colony Advisors
Massachusetts
$965K +$14.1K +46 +2%
JWA
1185
JFS Wealth Advisors
Pennsylvania
$965K +$383K +1,252 +76%
CI
1186
Conning Inc
Connecticut
$957K -$441K -1,442 -33%
BAM
1187
Belpointe Asset Management
Nevada
$955K -$250K -819 -22%
FWTB
1188
First Western Trust Bank
Colorado
$955K -$7.94K -26 -0.9%
PWM
1189
Palumbo Wealth Management
New York
$951K -$13.7K -45 -2%
SWM
1190
Shelton Wealth Management
Texas
$950K +$876K +2,867 New
ZIMP
1191
Zimmermann Investment Management & Planning
Pennsylvania
$950K +$284K +930 +48%
SPWG
1192
Sage Private Wealth Group
Illinois
$949K +$208K +681 +31%
1W
1193
1776 Wealth
Georgia
$947K
ACGA
1194
Atlanta Consulting Group Advisors
Georgia
$947K -$57.7K -189 -6%
WIC
1195
Wilkins Investment Counsel
Massachusetts
$945K -$15.3K -50 -2%
CW
1196
CreativeOne Wealth
Kansas
$942K +$463K +1,515 +114%
GLA
1197
Good Life Advisors
Pennsylvania
$941K +$273K +895 +46%
IIC
1198
Ironwood Investment Counsel
Arizona
$939K +$5.5K +18 +0.6%
HFBOT
1199
Home Federal Bank of Tennessee
Tennessee
$933K
1SB
1200
1ST Source Bank
Indiana
$931K +$122K +400 +17%

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.