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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
OFG
1376
OmniStar Financial Group
North Carolina
$603K +$555K +1,816 New
SCM
1377
Sterling Capital Management
North Carolina
$601K +$554K +1,814 New
JSA
1378
Jacobson & Schmitt Advisors
Wisconsin
$601K -$46.1K -151 -8%
EWP
1379
Elevation Wealth Partners
California
$598K
WT
1380
Washington Trust
Rhode Island
$593K +$67.8K +222 +14%
PW
1381
Paladin Wealth
Minnesota
$590K +$544K +1,780 New
TW
1382
Transform Wealth
Colorado
$590K
CCG
1383
Ceeto Capital Group
Florida
$588K +$306K +1,000 +129%
KAS
1384
KPP Advisory Services
Kentucky
$588K +$304K +996 +128%
CFG
1385
Carr Financial Group
Massachusetts
$586K -$44K -144 -8%
TA
1386
TrueWealth Advisors
Alabama
$585K -$18K -59 -3%
CC
1387
Courier Capital
New York
$584K +$917 +3 +0.2%
CAM
1388
Columbia Asset Management
Michigan
$582K
SFP
1389
Shepherd Financial Partners
Massachusetts
$579K
GCA
1390
Genesee Capital Advisors
New York
$577K -$60.8K -199 -10%
BSB
1391
Bangor Savings Bank
Maine
$577K -$33K -108 -6%
RA
1392
Rise Advisors
New York
$576K +$4.89K +16 +0.9%
TSW
1393
Three Seasons Wealth
Utah
$576K +$531K +1,737 New
RPC
1394
Rossmore Private Capital
Connecticut
$573K
WCG
1395
Weaver Consulting Group
California
$573K +$25.1K +82 +5%
PCP
1396
Proficio Capital Partners
Massachusetts
$573K -$116K -381 -18%
CWM
1397
Cornerstone Wealth Management
Missouri
$571K
WIA
1398
Westbourne Investment Advisors
Maryland
$571K +$4.58K +15 +0.9%
PCS
1399
Personal CFO Solutions
New Jersey
$567K -$4.89K -16 -0.9%
VCP
1400
Verus Capital Partners
Arizona
$567K +$16.8K +55 +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.