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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
OCM
1401
One Capital Management
California
$511K +$526K +1,629 New
HFA
1402
Harbert Fund Advisors
Alabama
$510K +$525K +1,625 New
DCM
1403
Dudley Capital Management
Virginia
$509K -$16.1K -50 -3%
GA
1404
Geller Advisors
New York
$508K +$7.75K +24 +2%
TNAM
1405
Terra Nova Asset Management
New York
$508K
RWMG
1406
Redwood Wealth Management Group
New Jersey
$506K +$33.6K +104 +7%
AC
1407
Abbrea Capital
California
$506K +$11.3K +35 +2%
AFCM
1408
Applied Finance Capital Management
Puerto Rico
$504K +$78.5K +243 +18%
CAL
1409
Capital Advisors Ltd
Ohio
$503K +$20.3K +63 +4%
HIP
1410
HUB Investment Partners
Texas
$503K +$224K +694 +76%
LCM
1411
LVM Capital Management
Michigan
$502K +$6.46K +20 +1%
AGWCA
1412
Annis Gardner Whiting Capital Advisors
Florida
$502K -$52.9K -164 -9%
CAS
1413
CTC Alternative Strategies
Illinois
$502K +$517K +1,600 New
SIC
1414
Sigma Investment Counselors
Michigan
$501K -$37.5K -116 -7%
JF
1415
Joule Financial
Kentucky
$501K -$10.3K -32 -2%
LCM
1416
Laurion Capital Management
New York
$500K +$515K +1,596 New
KOC
1417
Koss-Olinger Consulting
Florida
$500K -$4.62M -14,298 -90%
FBT
1418
First Bankers Trust
Kentucky
$499K +$228K +706 +80%
WFI
1419
West Family Investments
California
$498K
HA
1420
Harfst & Associates
Wyoming
$496K
WA
1421
WBH Advisory
Maryland
$495K
CFA
1422
CWS Financial Advisors
Michigan
$495K -$32.3K -100 -6%
VC
1423
Vicus Capital
Pennsylvania
$495K +$102K +316 +25%
Grantham, Mayo, Van Otterloo & Co (GMO)
1424
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$494K +$508K +1,575 New
RPWA
1425
Regent Peak Wealth Advisors
Georgia
$493K +$6.46K +20 +1%

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.