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2,124 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, 741 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: 741

8% more funds holding in top 10

Funds holding in top 10: 6671 (+5)

2% more funds holding

Funds holding: 2,0762,124 (+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
2,124
Holders Change
+48
Holders Change %
+2.31%
% of All Funds
30.5%
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
741
Closed
123
Calls
$1.18B
Puts
$820M
Net Calls
+$361M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
1476
Parthenon LLC
Kentucky
$472K +$68.7K +225 +19%
PFGIA
1477
Patriot Financial Group Insurance Agency
Massachusetts
$472K +$6.42K +21 +1%
FAFN
1478
First Affirmative Financial Network
Colorado
$472K -$90.1K -295 -17%
DDC
1479
DF Dent & Co
Maryland
$468K
WPP
1480
Whalerock Point Partners
Rhode Island
$466K
AFP
1481
Ausdal Financial Partners
Iowa
$466K +$200K +653 +87%
PWLP
1482
Prio Wealth Limited Partnership
Massachusetts
$465K +$6.72K +22 +2%
5SA
1483
5th Street Advisors
Connecticut
$464K +$428K +1,400 New
NS
1484
NBC Securities
Alabama
$463K -$172K -563 -29%
SB
1485
Sunflower Bank
Texas
$463K -$8.25K -27 -2%
EA
1486
Ellsworth Advisors
Ohio
$462K -$7.84M -25,670 -95%
AWM
1487
Accel Wealth Management
Iowa
$462K +$9.47K +31 +2%
BWS
1488
Buck Wealth Strategies
Colorado
$460K -$234K -766 -36%
QC
1489
Quent Capital
New York
$456K +$10.7K +35 +3%
BDFN
1490
Bond & Devick Financial Network
Minnesota
$453K
BW
1491
Bison Wealth
Georgia
$451K -$225K -736 -35%
SOW
1492
State of Wyoming
Wyoming
$450K +$151K +495 +57%
OWA
1493
Outlook Wealth Advisors
Texas
$450K +$16.5K +54 +4%
ANTB
1494
AMG National Trust Bank
Colorado
$449K -$60.5K -198 -13%
AIFAIM
1495
American Institute for Advanced Investment Management
Arizona
$448K +$130K +425 +46%
FAG
1496
Fortitude Advisory Group
Washington
$447K +$50.7K +166 +14%
DIM
1497
DLK Investment Management
California
$446K -$611 -2 -0.1%
TCM
1498
Tufton Capital Management
Maryland
$445K
NERM
1499
New England Research & Management
Illinois
$445K +$411K +1,344 New
SHFA
1500
SS&H Financial Advisors
Michigan
$443K

ETN Hedge Fund Activity: Q3 2024 in Review

2,124 of the 6,965 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 741 trimmed.

The largest buyer was UBS AM, adding an estimated $498M. The largest seller was Fidelity Investments, cutting an estimated $1.54B.

  • 2,124 institutional investors held Eaton (ETN) as of Q3 2024, up from 2,076 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.