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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
PP
1251
Pegasus Partners
Wisconsin
$843K +$97.8K +320 +14%
FI
1252
Financial Insights
Washington
$841K -$739K -2,420 -49%
CFO
1253
Collective Family Office
Pennsylvania
$840K -$26K -85 -3%
DWA
1254
Douglass Winthrop Advisors
New York
$839K +$137K +450 +22%
WPW
1255
Waldron Private Wealth
Pennsylvania
$838K +$5.5K +18 +0.7%
WFAG
1256
Worth Financial Advisory Group
North Carolina
$836K +$193K +631 +33%
BC
1257
Belmont Capital
California
$833K
HC
1258
Henshaw Capital
Massachusetts
$832K +$767K +2,510 New
WDL
1259
Well Done LLC
Michigan
$831K -$13.1K -43 -2%
CAM
1260
Chesapeake Asset Management
New York
$831K -$61.1K -200 -7%
OIA
1261
Optimum Investment Advisors
Illinois
$820K -$123K -401 -14%
ADMI
1262
Albert D. Mason Inc
Massachusetts
$818K
CP
1263
Canopy Partners
Ohio
$816K +$1.22K +4 +0.2%
FIM
1264
Freedom Investment Management
Connecticut
$806K +$401K +1,313 +117%
CG
1265
Cynosure Group
Utah
$805K +$53.8K +176 +8%
AFCM
1266
Applied Finance Capital Management
Puerto Rico
$804K +$250K +819 +51%
OCM
1267
Orion Capital Management
California
$803K +$30.6K +100 +4%
MCM
1268
Monument Capital Management
Virginia
$800K
CI
1269
CX Institutional
Indiana
$798K -$95.3K -312 -11%
HC
1270
Hourglass Capital
Texas
$795K
V
1271
VeraBank
Texas
$792K -$7.03K -23 -1%
HNWAG
1272
High Net Worth Advisory Group
Florida
$788K
GFP
1273
Gryphon Financial Partners
Ohio
$787K +$74.9K +245 +11%
EA
1274
Everpar Advisors
Oklahoma
$782K -$63.9K -209 -8%
HCM
1275
Howard Capital Management
Georgia
$774K +$714K +2,336 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.