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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
BWP
1326
Balboa Wealth Partners
Arizona
$614K +$148K +459 +31%
CCMG
1327
Clark Capital Management Group
Pennsylvania
$613K -$167K -517 -21%
AEPWM
1328
Atlantic Edge Private Wealth Management
Florida
$610K +$8.07K +25 +1%
GLA
1329
Good Life Advisors
Pennsylvania
$610K +$5.17K +16 +0.8%
GCA
1330
Genesee Capital Advisors
New York
$609K +$627K +1,941 New
FCA
1331
FinTrust Capital Advisors
South Carolina
$608K +$28.4K +88 +5%
ZIMP
1332
Zimmermann Investment Management & Planning
Pennsylvania
$607K +$625K +1,936 New
SFS
1333
Summit Financial Strategies
Ohio
$605K -$2.91K -9 -0.5%
FFG
1334
Fiduciary Financial Group
California
$605K +$587K +1,819 New
GGHC
1335
Gilder Gagnon Howe & Co
New York
$604K -$323 -1 -0.1%
BCMO
1336
Buckingham Capital Management (Ohio)
Ohio
$603K +$404K +1,250 +186%
VWA
1337
Visionary Wealth Advisors
Illinois
$600K +$19K +59 +3%
CFG
1338
Carr Financial Group
Massachusetts
$600K
IA
1339
IAM Advisory
Pennsylvania
$599K +$617K +1,911 New
OF
1340
Outfitter Financial
Maine
$596K -$194K -600 -24%
PWP
1341
Phillips Wealth Planners
Mississippi
$595K -$17.4K -54 -3%
RIM
1342
RW Investment Management
Idaho
$593K
WFAG
1343
Worth Financial Advisory Group
North Carolina
$593K +$232K +720 +61%
SDIC
1344
South Dakota Investment Council
South Dakota
$588K
TIA
1345
Traphagen Investment Advisors
New Jersey
$588K +$2.26K +7 +0.4%
PCFFS
1346
Pacific Center for Financial Services
California
$587K
RCA
1347
Resonant Capital Advisors
Wisconsin
$587K +$36.2K +112 +6%
PSP
1348
Principal Street Partners
Tennessee
$582K +$3.87K +12 +0.7%
ST
1349
Spinnaker Trust
Maine
$581K
BSB
1350
Bangor Savings Bank
Maine
$579K -$17.4K -54 -3%

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.