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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
HWM
1501
HFR Wealth Management
New York
$414K
WA
1502
Wealth Architects
California
$411K +$4.2K +13 +1%
NFSG
1503
Newbridge Financial Services Group
Florida
$411K +$201K +622 +90%
BCM
1504
Bayesian Capital Management
New York
$410K -$197K -609 -32%
HFP
1505
Holistic Financial Partners
Indiana
$409K -$15.2K -47 -3%
RWB
1506
RMR Wealth Builders
New Jersey
$409K -$44.2K -137 -10%
OWA
1507
Outlook Wealth Advisors
Texas
$409K -$20.7K -64 -5%
PFP
1508
Paragon Financial Partners
California
$408K +$969 +3 +0.2%
MCM
1509
McRae Capital Management
New Jersey
$408K
SNB
1510
Security National Bank
Nebraska
$408K
OHWA
1511
Oak Hill Wealth Advisors
Virginia
$408K +$420K +1,300 New
SSWM
1512
Strait & Sound Wealth Management
California
$407K -$969 -3 -0.2%
FFA
1513
Fortune Financial Advisors
Kansas
$407K
PA
1514
Probity Advisors
Texas
$404K
VBCG
1515
Valley Brook Capital Group
Pennsylvania
$403K +$4.84K +15 +1%
FRM
1516
Fox Run Management
Connecticut
$401K -$631K -1,955 -60%
LAS
1517
Legacy Advisory Services
Pennsylvania
$401K
FWM
1518
Focused Wealth Management
New York
$401K
DFCM
1519
Dark Forest Capital Management
Puerto Rico
$400K +$412K +1,275 New
BFA
1520
Beacon Financial Advisory
Ohio
$399K +$55.2K +171 +16%
Empower Advisory Group
1521
Empower Advisory Group
Colorado
$396K +$27.4K +85 +7%
SSW
1522
Stone Summit Wealth
Florida
$395K
TPWA
1523
TRUE Private Wealth Advisors
Oregon
$395K -$43.6K -135 -10%
LJHT
1524
Laurie J. Hall Trustee
$395K
DWM
1525
Drive Wealth Management
Utah
$395K +$15.2K +47 +4%

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.