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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
RWB
1401
RMR Wealth Builders
New Jersey
$566K +$124K +405 +31%
GWAG
1402
Garrett Wealth Advisory Group
Texas
$564K +$40K +131 +8%
IA
1403
Insight Advisors
Pennsylvania
$561K +$5.8K +19 +1%
AIM
1404
Alhambra Investment Management
Florida
$560K +$6.11K +20 +1%
NSAM
1405
North Star Asset Management
Wisconsin
$559K -$9.17K -30 -2%
DP
1406
DDD Partners
Washington
$553K -$10.7K -35 -2%
BFWM
1407
Bright Futures Wealth Management
New York
$551K +$491K +1,606 New
GFG
1408
Greystone Financial Group
Michigan
$547K +$504K +1,649 New
DCM
1409
Dudley Capital Management
Virginia
$538K
TNAM
1410
Terra Nova Asset Management
New York
$537K
SIC
1411
Sigma Investment Counselors
Michigan
$536K +$5.5K +18 +1%
JSW
1412
Journey Strategic Wealth
New Jersey
$533K +$48K +157 +11%
FMTC
1413
Farmers & Merchants Trust Company
California
$533K -$6.72K -22 -1%
OAM
1414
Ostrum Asset Management
France
$530K -$808K -2,644 -62%
KOC
1415
Koss-Olinger Consulting
Florida
$529K +$917 +3 +0.2%
FWP
1416
Firethorn Wealth Partners
Georgia
$528K -$19.2K -63 -4%
CAL
1417
Capital Advisors Ltd
Ohio
$527K -$4.28K -14 -0.9%
LAM
1418
L2 Asset Management
Massachusetts
$526K +$18K +59 +4%
RDWM
1419
Red Door Wealth Management
Tennessee
$524K +$158K +517 +49%
WA
1420
WBH Advisory
Maryland
$524K
CFA
1421
CWS Financial Advisors
Michigan
$524K
PFA
1422
Pathway Financial Advisors
Vermont
$523K +$5.19K +17 +1%
CFO
1423
CVA Family Office
Colorado
$520K +$3.67K +12 +0.8%
TLCM
1424
Twin Lakes Capital Management
California
$520K
LI
1425
LVZ Inc
Michigan
$516K +$3.06K +10 +0.6%

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.