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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
SPWG
1276
Sage Private Wealth Group
Illinois
$684K +$22.9K +71 +3%
CAG
1277
Csenge Advisory Group
Florida
$676K -$35.2K -109 -5%
BWS
1278
Buck Wealth Strategies
Colorado
$676K -$7.67M -23,746 -92%
CP
1279
Covenant Partners
Tennessee
$675K
CBB
1280
Citizens Business Bank
California
$674K +$200K +618 +40%
APP
1281
Avantax Planning Partners
Iowa
$672K -$4.84K -15 -0.7%
HDIM
1282
Hanson & Doremus Investment Management
Vermont
$670K -$27.8K -86 -4%
GFP
1283
Gryphon Financial Partners
Ohio
$668K -$646 -2 -0.1%
UB
1284
Umpqua Bank
Oregon
$668K -$6.46K -20 -0.9%
FAIM
1285
Financial Advocates Investment Management
Washington
$664K -$88.8K -275 -11%
PCP
1286
Proficio Capital Partners
Massachusetts
$661K +$25.5K +79 +4%
WBC
1287
West Branch Capital
Massachusetts
$660K
WWP
1288
Walden Wealth Partners
Ohio
$658K +$194K +600 +40%
BW
1289
Bison Wealth
Georgia
$655K
DWA
1290
Douglass Winthrop Advisors
New York
$652K -$16.1K -50 -2%
CIA
1291
Cascade Investment Advisors
Oregon
$652K
MCA
1292
MSH Capital Advisors
Arizona
$651K -$75.2K -233 -10%
LIM
1293
Lagoda Investment Management
New York
$651K +$19.4K +60 +3%
CA
1294
Commerzbank Aktiengesellschaft
Germany
$650K +$34.9K +108 +5%
PCM
1295
Penserra Capital Management
California
$649K -$1,000K -3,096 -60%
SIA
1296
Soltis Investment Advisors
Utah
$649K +$41K +127 +7%
PVI
1297
Pine Valley Investments
New Jersey
$647K -$889K -2,755 -57%
VCA
1298
Verdence Capital Advisors
Maryland
$644K -$1.29K -4 -0.2%
RB
1299
Rodgers Brothers
Pennsylvania
$644K
JWCA
1300
J.W. Cole Advisors
Florida
$644K +$11.3K +35 +2%

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.