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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
AI
1301
AXS Investments
New York
$644K +$663K +2,053 New
FBFS
1302
First Business Financial Services
Wisconsin
$643K +$2.91K +9 +0.4%
WSC
1303
Wellington Shields & Co
New York
$643K +$218K +675 +49%
HPC
1304
HM Payson & Co
Maine
$642K +$81.4K +252 +14%
WIC
1305
Woodmont Investment Counsel
Tennessee
$641K -$8.07K -25 -1%
EH
1306
Equitable Holdings
New York
$637K +$191K +591 +41%
SIMG
1307
Sonora Investment Management Group
Arizona
$635K
WC
1308
Waterloo Capital
Texas
$634K -$271K -838 -29%
PCM
1309
Pointe Capital Management
Michigan
$632K +$9.36K +29 +1%
V
1310
ViaWealth
Kansas
$632K -$324K -1,003 -33%
AIA
1311
Angeles Investment Advisors
California
$631K -$240K -743 -27%
GWM
1312
Geneos Wealth Management
Colorado
$628K +$45.2K +140 +8%
SMH
1313
Sanders Morris Harris
Texas
$627K -$129K -400 -17%
MFC
1314
Mechanics Financial Corp
Ohio
$627K
SAM
1315
Smithbridge Asset Management
Pennsylvania
$627K
ZIG
1316
Zuckerman Investment Group
Illinois
$627K
ACP
1317
Aviance Capital Partners
Florida
$625K +$11K +34 +2%
EP
1318
Edgestream Partners
New Jersey
$624K +$319K +987 +99%
NFG
1319
Nations Financial Group
Iowa
$622K -$206K -637 -24%
HTIM
1320
Harbour Trust & Investment Management
Indiana
$621K
PIP
1321
Peachtree Investment Partners
Florida
$620K +$32.3K +100 +5%
JSA
1322
Jacobson & Schmitt Advisors
Wisconsin
$615K +$634K +1,963 New
WA
1323
WealthTrust Axiom
Pennsylvania
$615K
NS
1324
NBC Securities
Alabama
$615K +$322K +998 +104%
GA
1325
Gateway Advisory
New Jersey
$615K +$633K +1,961 New

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.