We are live on ! Find out more

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
WBC
1351
West Branch Capital
Massachusetts
$632K -$59.9K -196 -9%
VWA
1352
Visionary Wealth Advisors
Illinois
$631K -$2.75K -9 -0.5%
SAM
1353
Smithbridge Asset Management
Pennsylvania
$630K -$30.6K -100 -5%
HTIM
1354
Harbour Trust & Investment Management
Indiana
$630K -$25.1K -82 -4%
OF
1355
Outfitter Financial
Maine
$630K
BWP
1356
Balboa Wealth Partners
Arizona
$629K -$17.7K -58 -3%
SIM
1357
Sentry Investment Management
Wisconsin
$628K +$48.9K +160 +9%
RIM
1358
RW Investment Management
Idaho
$627K
ACM
1359
Andina Capital Management
Utah
$623K +$95.9K +314 +20%
FRM
1360
Fox Run Management
Connecticut
$622K +$182K +597 +47%
WC
1361
Waterloo Capital
Texas
$622K -$44K -144 -7%
SWM
1362
Sculati Wealth Management
Michigan
$621K +$573K +1,875 New
SDIC
1363
South Dakota Investment Council
South Dakota
$621K
PCFFS
1364
Pacific Center for Financial Services
California
$620K
CIM
1365
Contravisory Investment Management
Massachusetts
$619K +$37.3K +122 +7%
WFI
1366
West Family Investments
California
$617K +$83.7K +274 +17%
ST
1367
Spinnaker Trust
Maine
$614K
PWP
1368
Phillips Wealth Planners
Mississippi
$614K -$5.8K -19 -1%
KIM
1369
Kestra Investment Management
Texas
$613K +$565K +1,850 New
EWA
1370
EverSource Wealth Advisors
Alabama
$610K +$18.9K +62 +3%
GGHC
1371
Gilder Gagnon Howe & Co
New York
$609K -$27.5K -90 -5%
SCG
1372
Sonata Capital Group
Washington
$608K
FIA
1373
Foundations Investment Advisors
Arizona
$607K +$82.8K +271 +17%
SFS
1374
Summit Financial Strategies
Ohio
$607K -$30.9K -101 -5%
SQA
1375
Simon Quick Advisors
New Jersey
$605K +$20.2K +66 +4%

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.