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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
VWM
1426
Venturi Wealth Management
Texas
$513K +$9.78K +32 +2%
SC
1427
Sepio Capital
Utah
$513K +$1.83K +6 +0.4%
RWMG
1428
Redwood Wealth Management Group
New Jersey
$513K -$20.8K -68 -4%
CG
1429
Clarus Group
Texas
$512K -$7.33K -24 -2%
WMA
1430
Wealth Management Associates
New Jersey
$510K +$306 +1 +0.1%
TAM
1431
Titleist Asset Management
Texas
$509K -$92.9K -304 -17%
FHA
1432
Flagship Harbor Advisors
Massachusetts
$508K -$12.2K -40 -3%
CB
1433
Community Bank
New York
$507K -$84K -275 -15%
NIA
1434
NIA Impact Advisors
California
$506K +$2.14K +7 +0.5%
TA
1435
Townsend & Associates
Colorado
$506K -$18.3K -60 -4%
HFA
1436
Harbert Fund Advisors
Alabama
$505K -$30.6K -100 -6%
VCAM
1437
Van Cleef Asset Management
Ohio
$505K
WHC
1438
Wulff, Hansen & Co
California
$505K
TWM
1439
Trueblood Wealth Management
Ohio
$505K +$60.8K +199 +15%
KTA
1440
Keeley-Teton Advisors
Illinois
$503K +$244K +800 +111%
LCM
1441
LVM Capital Management
Michigan
$502K
LSPW
1442
Lake Street Private Wealth
Illinois
$501K -$785K -2,570 -63%
SIM
1443
SSI Investment Management
California
$501K -$306 -1 -0.1%
MMPW
1444
Mitchell McLeod Pugh & Williams
Alabama
$500K
LWL
1445
Leo Wealth LLC
Texas
$500K -$44.9K -147 -9%
SG
1446
StoneX Group
New York
$500K +$191K +624 +71%
PL
1447
Plancorp LLC
Missouri
$499K +$4.58K +15 +1%
MCM
1448
Mendel Capital Management
Arkansas
$498K
MA
1449
MJP Associates
Connecticut
$498K -$917 -3 -0.2%
ET
1450
Equitable Trust
Tennessee
$496K +$136K +445 +42%

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.