We are live on ! Find out more

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
FHA
1426
Flagship Harbor Advisors
Massachusetts
$493K +$23.9K +74 +5%
GWAG
1427
Garrett Wealth Advisory Group
Texas
$492K +$8.39K +26 +2%
TLCM
1428
Twin Lakes Capital Management
California
$492K
WT
1429
Washington Trust
Rhode Island
$492K +$9.04K +28 +2%
CG
1430
Clarus Group
Texas
$492K +$323 +1 +0.1%
ACM
1431
Andina Capital Management
Utah
$491K +$45.5K +141 +10%
PFA
1432
Pathway Financial Advisors
Vermont
$489K
FIA
1433
Foundations Investment Advisors
Arizona
$489K +$19.7K +61 +4%
CFO
1434
CVA Family Office
Colorado
$489K +$3.87K +12 +0.8%
ANTB
1435
AMG National Trust Bank
Colorado
$487K -$10K -31 -2%
SF
1436
Symphony Financial
Texas
$486K -$13.6K -42 -3%
LI
1437
LVZ Inc
Michigan
$485K
SC
1438
Sepio Capital
Utah
$484K +$646 +2 +0.1%
WMA
1439
Wealth Management Associates
New Jersey
$482K
CPM
1440
Connective Portfolio Management
New York
$481K -$1.45M -4,500 -75%
LAM
1441
L2 Asset Management
Massachusetts
$479K +$46.2K +143 +10%
VCAM
1442
Van Cleef Asset Management
Ohio
$478K -$121K -375 -20%
WHC
1443
Wulff, Hansen & Co
California
$478K
NIA
1444
NIA Impact Advisors
California
$477K +$105K +324 +27%
VWM
1445
Venturi Wealth Management
Texas
$476K +$46.8K +145 +11%
PA
1446
Perennial Advisors
New York
$475K
SIM
1447
SSI Investment Management
California
$474K
MMPW
1448
Mitchell McLeod Pugh & Williams
Alabama
$473K -$9.36K -29 -2%
TWP
1449
Triad Wealth Partners
Kansas
$473K +$112K +347 +30%
MA
1450
MJP Associates
Connecticut
$472K +$21.3K +66 +5%

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.