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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
BBA
1451
BLB&B Advisors
Pennsylvania
$494K
CT
1452
Caldwell Trust
Florida
$494K +$23.8K +78 +6%
AAP
1453
Arax Advisory Partners
Colorado
$494K +$15.9K +52 +4%
LC
1454
Landaas & Company
Wisconsin
$493K
AGP
1455
Autumn Glory Partners
Texas
$492K +$452K +1,480 New
OCG
1456
Opus Capital Group
Ohio
$491K -$104K -342 -19%
LI
1457
Lafayette Investments
Maryland
$489K +$229K +750 +103%
SPA
1458
Sherbrooke Park Advisers
New York
$486K +$448K +1,467 New
PAG
1459
Paladin Advisory Group
Iowa
$486K
SF
1460
Symphony Financial
Texas
$486K -$20.8K -68 -4%
CWM
1461
Centurion Wealth Management
Virginia
$485K +$447K +1,462 New
HWA
1462
HCR Wealth Advisors
California
$484K +$135K +442 +43%
LHC
1463
Little House Capital
Massachusetts
$484K
HWP
1464
Hibernia Wealth Partners
Louisiana
$483K +$191K +625 +75%
PSCM
1465
Per Stirling Capital Management
Texas
$481K +$23.2K +76 +6%
CCFM
1466
Clear Creek Financial Management
Washington
$480K +$8.25K +27 +2%
BFC
1467
Bedel Financial Consulting
Indiana
$479K +$2.44K +8 +0.6%
CGA
1468
Crescent Grove Advisors
Illinois
$478K +$37K +121 +9%
HAIM
1469
Hunter Associates Investment Management
Pennsylvania
$475K +$611 +2 +0.1%
RCM
1470
RB Capital Management
Nevada
$475K -$3.97K -13 -0.9%
NHC
1471
Nicholas Hoffman & Company
Georgia
$475K +$13.1K +43 +3%
RIS
1472
Retirement Income Solutions
Michigan
$474K -$13.1K -43 -3%
MM
1473
MQS Management
New York
$474K +$437K +1,430 New
HIP
1474
HUB Investment Partners
Texas
$473K -$53.5K -175 -11%
Members Trust
1475
Members Trust
Florida
$472K +$611 +2 +0.1%

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.