We are live on ! Find out more

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
MA
1276
MONECO Advisors
Connecticut
$772K +$19.2K +63 +3%
SAG
1277
SageView Advisory Group
California
$772K -$1.05M -3,427 -60%
WI
1278
Wedgewood Investors
Pennsylvania
$770K +$5.5K +18 +0.8%
EP
1279
Edgestream Partners
New Jersey
$768K +$101K +329 +17%
LSA
1280
Lion Street Advisors
Texas
$764K -$7.33K -24 -1%
PI
1281
PGGM Investments
Netherlands
$764K
CFMC
1282
Curbstone Financial Management Corp
New Hampshire
$764K -$9.78K -32 -1%
PCA
1283
Prosperity Capital Advisors
Ohio
$759K +$266K +869 +61%
LIP
1284
Lighthouse Investment Partners
Florida
$757K -$1.44M -4,715 -67%
TTWM
1285
TCV Trust & Wealth Management
Virginia
$756K
EWM
1286
Elmwood Wealth Management
California
$751K +$692K +2,265 New
DFCM
1287
Dark Forest Capital Management
Puerto Rico
$750K +$302K +987 +77%
LFA
1288
Legacy Financial Advisors
Kentucky
$747K -$66.3K -217 -9%
ACM
1289
AUA Capital Management
Pennsylvania
$746K -$13.1K -43 -2%
RIL
1290
Rothschild Investment LLC
Illinois
$745K +$9.17K +30 +1%
BCV
1291
Banque Cantonale Vaudoise
Switzerland
$739K -$163K -532 -19%
SC
1292
SouthState Corp
Florida
$732K -$28.7K -94 -4%
TCWA
1293
Turtle Creek Wealth Advisors
Texas
$730K +$6.72K +22 +1%
CM
1294
Crestline Management
Texas
$729K +$672K +2,198 New
FFN
1295
Focus Financial Network
Minnesota
$728K +$125K +408 +23%
FMWA
1296
Forvis Mazars Wealth Advisors
Missouri
$723K -$7.94K -26 -1%
LFM
1297
LGT Fund Management
Liechtenstein
$722K
KWMG
1298
King Wealth Management Group
Florida
$717K -$38.2K -125 -5%
NWAG
1299
Net Worth Advisory Group
Utah
$716K +$660K +2,161 New
PCG
1300
Prosperity Consulting Group
Maryland
$715K -$19.6K -64 -3%

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.