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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
PCM
1326
Pointe Capital Management
Michigan
$668K
AIA
1327
Angeles Investment Advisors
California
$668K
MIS
1328
Morningstar Investment Services
Illinois
$667K +$70.9K +232 +13%
ZIG
1329
Zuckerman Investment Group
Illinois
$667K +$3.36K +11 +0.6%
MIM
1330
Morningstar Investment Management
Illinois
$665K -$329K -1,078 -36%
MWM
1331
Meridian Wealth Management
Kentucky
$665K +$86.5K +283 +16%
MFC
1332
Mechanics Financial Corp
Ohio
$663K
SMH
1333
Sanders Morris Harris
Texas
$663K
IA
1334
IAM Advisory
Pennsylvania
$662K +$26.3K +86 +5%
SIMG
1335
Sonora Investment Management Group
Arizona
$658K -$13.7K -45 -2%
TIA
1336
Traphagen Investment Advisors
New Jersey
$657K +$32.7K +107 +6%
CF
1337
Centaurus Financial
California
$655K +$230K +754 +62%
CAG
1338
Csenge Advisory Group
Florida
$653K -$75.2K -246 -11%
CT
1339
Chicago Trust
Illinois
$651K +$262K +859 +78%
WA
1340
WealthTrust Axiom
Pennsylvania
$650K
NC
1341
Napatree Capital
Rhode Island
$650K -$80.7K -264 -12%
RB
1342
Rodgers Brothers
Pennsylvania
$648K -$30.6K -100 -5%
PIP
1343
Peachtree Investment Partners
Florida
$646K -$9.17K -30 -2%
KP
1344
Keel Point
Alabama
$638K +$20.5K +67 +4%
PWMG
1345
Prestige Wealth Management Group
New Jersey
$636K +$23.8K +78 +4%
LCWP
1346
Legacy Capital Wealth Partners
Arkansas
$636K +$282K +922 +93%
RCA
1347
Resonant Capital Advisors
Wisconsin
$634K +$13.1K +43 +2%
AO
1348
Advisor OS
Illinois
$634K +$40K +131 +7%
FCA
1349
FinTrust Capital Advisors
South Carolina
$634K -$7.64K -25 -1%
GA
1350
Gateway Advisory
New Jersey
$633K -$15.6K -51 -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.