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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
CP
1301
Covenant Partners
Tennessee
$714K
Boston Partners
1302
Boston Partners
Massachusetts
$710K -$53.2K -174 -8%
UB
1303
Umpqua Bank
Oregon
$710K +$4.28K +14 +0.7%
HDIM
1304
Hanson & Doremus Investment Management
Vermont
$709K
DBIA
1305
Dumont & Blake Investment Advisors
New Jersey
$706K -$693K -2,269 -52%
CBB
1306
Citizens Business Bank
California
$701K -$10.4K -34 -2%
PCM
1307
Penserra Capital Management
California
$699K +$13.1K +43 +2%
VCA
1308
Verdence Capital Advisors
Maryland
$697K +$14.7K +48 +2%
SIA
1309
Soltis Investment Advisors
Utah
$694K +$7.64K +25 +1%
PVI
1310
Pine Valley Investments
New Jersey
$692K +$7.64K +25 +1%
CIA
1311
Cascade Investment Advisors
Oregon
$689K
APP
1312
Avantax Planning Partners
Iowa
$689K -$19.6K -64 -3%
AEPWM
1313
Atlantic Edge Private Wealth Management
Florida
$688K +$40K +131 +7%
MCA
1314
MSH Capital Advisors
Arizona
$688K
FBFS
1315
First Business Financial Services
Wisconsin
$683K +$3.36K +11 +0.5%
PK
1316
Pflug Koory
Nebraska
$683K +$630K +2,061 New
CRI
1317
Colonial River Investments
Virginia
$680K +$96.9K +317 +18%
V
1318
ViaWealth
Kansas
$678K +$9.47K +31 +2%
SWA
1319
Sax Wealth Advisors
New Jersey
$678K +$102K +335 +20%
WIC
1320
Woodmont Investment Counsel
Tennessee
$677K
FAIM
1321
Financial Advocates Investment Management
Washington
$676K -$23.8K -78 -4%
ACP
1322
Aviance Capital Partners
Florida
$671K +$10.4K +34 +2%
AWM
1323
Aries Wealth Management
Maine
$671K +$341K +1,117 +123%
SCM
1324
Stevens Capital Management
Pennsylvania
$670K -$444K -1,452 -42%
1WM
1325
1858 Wealth Management
Ohio
$669K +$244K +798 +65%

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.