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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
WA
1351
Win Advisors
Florida
$579K +$374K +1,158 +168%
PWMG
1352
Prestige Wealth Management Group
New Jersey
$577K +$347K +1,076 +141%
TAM
1353
Titleist Asset Management
Texas
$577K +$13.6K +42 +2%
IA
1354
IFP Advisors
Florida
$576K +$94.6K +293 +19%
SCG
1355
Sonata Capital Group
Washington
$575K
TA
1356
TrueWealth Advisors
Alabama
$572K -$15.5K -48 -3%
OCG
1357
Opus Capital Group
Ohio
$572K -$74.6K -231 -11%
PCA
1358
Pallas Capital Advisors
Massachusetts
$569K +$231K +715 +64%
MYIA
1359
Mount Yale Investment Advisors
Colorado
$566K -$1.08M -3,332 -65%
CB
1360
Community Bank
New York
$566K -$19.4K -60 -3%
EWP
1361
Elevation Wealth Partners
California
$565K
PRC
1362
Pearl River Capital
Michigan
$565K +$582K +1,802 New
MIS
1363
Morningstar Investment Services
Illinois
$565K +$47.1K +146 +9%
AO
1364
Advisor OS
Illinois
$559K +$57.5K +178 +11%
TW
1365
Transform Wealth
Colorado
$558K -$36.5K -113 -6%
FFN
1366
Focus Financial Network
Minnesota
$557K +$110K +341 +24%
SQA
1367
Simon Quick Advisors
New Jersey
$552K +$133K +413 +31%
CC
1368
Courier Capital
New York
$551K
CAM
1369
Columbia Asset Management
Michigan
$550K +$2.26K +7 +0.4%
WG
1370
Winton Group
United Kingdom
$550K -$2.18M -6,741 -79%
KP
1371
Keel Point
Alabama
$549K +$11K +34 +2%
BPC
1372
Banque Pictet & Cie
Switzerland
$549K -$6.7M -20,750 -92%
SFP
1373
Shepherd Financial Partners
Massachusetts
$548K +$323 +1 +0.1%
CIM
1374
Contravisory Investment Management
Massachusetts
$547K -$56.8K -176 -9%
SIM
1375
Sentry Investment Management
Wisconsin
$544K -$115K -355 -17%

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.