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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
LA
1226
Legacy Advisors
Pennsylvania
$890K +$152K +497 +23%
SL
1227
SWMG LLC
Texas
$888K +$734K +2,402 New
LCGC
1228
Legacy Capital Group California
California
$886K -$31.5K -103 -4%
BFIC
1229
Bedell Frazier Investment Counselling
California
$882K +$35.1K +115 +5%
UAML
1230
US Asset Management LLC
Pennsylvania
$881K -$136K -446 -16%
CPSC
1231
Carl P. Sherr & Co
Massachusetts
$879K +$306 +1 +0%
GWSG
1232
GPS Wealth Strategies Group
Colorado
$873K +$5.8K +19 +0.7%
GCAC
1233
Guardian Capital Advisors (Canada)
Ontario, Canada
$872K +$814K +2,663 New
AC
1234
Avestar Capital
New York
$871K +$13.7K +45 +2%
MCM
1235
Mengis Capital Management
Oregon
$871K +$24.4K +80 +3%
RFA
1236
Register Financial Advisors
Georgia
$870K -$15K -49 -2%
WEG
1237
World Equity Group
Illinois
$865K -$99K -324 -11%
GAM
1238
Griffin Asset Management
New York
$862K
BPC
1239
Banque Pictet & Cie
Switzerland
$862K +$260K +850 +49%
KSB
1240
Kennebec Savings Bank
Maine
$862K +$794K +2,600 New
AWM
1241
Avior Wealth Management
Nebraska
$860K -$5.8K -19 -0.7%
BMCM
1242
Burns Matteson Capital Management
New York
$860K -$24.1K -79 -3%
CCG
1243
Catalina Capital Group
California
$858K -$53.5K -175 -6%
AHL
1244
Abel Hall LLC
Louisiana
$858K -$2.14K -7 -0.3%
FMLI
1245
Fukoku Mutual Life Insurance
Japan
$854K -$244K -800 -24%
SS
1246
Sunbelt Securities
Texas
$852K +$68.7K +225 +10%
NGA
1247
Naples Global Advisors
Florida
$852K +$33.6K +110 +4%
PFBT
1248
Parkside Financial Bank & Trust
Missouri
$849K +$2.75K +9 +0.4%
CM
1249
Cercano Management
Washington
$845K -$3.02M -9,896 -80%
VCMGDR
1250
Vinland Capital Management Gestora de Recursos
Brazil
$845K +$779K +2,550 New

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.