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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
CPIG
1476
Chicago Partners Investment Group
Illinois
$440K +$194K +601 +65%
PFGIA
1477
Patriot Financial Group Insurance Agency
Massachusetts
$440K -$8.07K -25 -2%
MC
1478
Machina Capital
France
$439K +$452K +1,400 New
RCM
1479
Raleigh Capital Management
North Carolina
$436K +$2.58K +8 +0.6%
NHC
1480
Nicholas Hoffman & Company
Georgia
$436K -$8.07K -25 -2%
PWLP
1481
Prio Wealth Limited Partnership
Massachusetts
$433K
GS
1482
GTS Securities
New York
$433K +$446K +1,380 New
DAS
1483
Diversify Advisory Services
Utah
$432K +$53.9K +167 +14%
PSCM
1484
Per Stirling Capital Management
Texas
$431K -$32.3K -100 -7%
AWAG
1485
ARS Wealth Advisors Group
Florida
$431K +$444K +1,374 New
BDFN
1486
Bond & Devick Financial Network
Minnesota
$429K -$131K -405 -23%
AWM
1487
Accel Wealth Management
Iowa
$428K
DIM
1488
DLK Investment Management
California
$423K +$7.1K +22 +2%
QC
1489
Quent Capital
New York
$422K +$4.2K +13 +1%
TCM
1490
Tufton Capital Management
Maryland
$421K
SHFA
1491
SS&H Financial Advisors
Michigan
$419K +$432K +1,337 New
CWM
1492
Connecticut Wealth Management
Connecticut
$418K +$37.5K +116 +10%
CW
1493
CreativeOne Wealth
Kansas
$416K -$806K -2,498 -65%
MSFS
1494
Main Street Financial Solutions
Pennsylvania
$416K +$46.5K +144 +12%
TWM
1495
Trueblood Wealth Management
Ohio
$415K +$159K +491 +59%
AC
1496
ASB Consultores
Florida
$415K -$498K -1,544 -54%
OFS
1497
Orrstown Financial Services
Pennsylvania
$415K
CGA
1498
Crescent Grove Advisors
Illinois
$414K -$991K -3,071 -70%
PFG
1499
Prosperity Financial Group
California
$414K +$121K +376 +40%
NRC
1500
New Republic Capital
North Carolina
$414K +$106K +328 +33%

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.