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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
BFIC
1226
Bedell Frazier Investment Counselling
California
$798K +$822K +2,546 New
ST
1227
Sabal Trust
Florida
$794K -$51.3K -159 -6%
FMC
1228
First Merchants Corp
Indiana
$792K +$72.6K +225 +10%
SAM
1229
Secure Asset Management
Michigan
$791K +$814K +2,522 New
BCG
1230
Breakwater Capital Group
New Jersey
$790K +$58.1K +180 +8%
BC
1231
Belmont Capital
California
$788K +$812K +2,514 New
WPW
1232
Waldron Private Wealth
Pennsylvania
$787K -$5.17K -16 -0.6%
MC
1233
Maverick Capital
Texas
$782K +$806K +2,495 New
FTIS
1234
First Trust Investment Solutions
Florida
$777K -$228K -706 -22%
AAM
1235
Ascension Asset Management
New York
$776K +$799K +2,475 New
LFA
1236
Legacy Financial Advisors
Kentucky
$775K +$27.8K +86 +4%
ADMI
1237
Albert D. Mason Inc
Massachusetts
$774K -$180K -556 -18%
NGA
1238
Naples Global Advisors
Florida
$772K -$26.5K -82 -3%
CP
1239
Canopy Partners
Ohio
$770K +$14.5K +45 +2%
IFG
1240
Independent Financial Group
California
$768K +$415K +1,285 +110%
JWM
1241
Janiczek Wealth Management
Colorado
$766K -$38.4K -119 -5%
MWM
1242
Modera Wealth Management
New Jersey
$763K +$3.23K +10 +0.4%
MCM
1243
Monument Capital Management
Virginia
$757K
V
1244
VeraBank
Texas
$757K -$8.07K -25 -1%
1SB
1245
1ST Source Bank
Indiana
$755K -$1.61K -5 -0.2%
GIA
1246
Guyasuta Investment Advisors
Pennsylvania
$753K
HC
1247
Hourglass Capital
Texas
$753K -$5.49K -17 -0.7%
NC
1248
nVerses Capital
Florida
$753K +$775K +2,400 New
HNWAG
1249
High Net Worth Advisory Group
Florida
$745K +$3.87K +12 +0.5%
SS
1250
Sunbelt Securities
Texas
$736K +$42.6K +132 +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.