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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
CF
1501
Clarity Financial
Texas
$442K +$408K +1,335 New
TWM
1502
TCFG Wealth Management
California
$441K +$407K +1,331 New
WA
1503
Wealth Architects
California
$440K +$4.89K +16 +1%
HFP
1504
Holistic Financial Partners
Indiana
$438K +$4.58K +15 +1%
HWM
1505
HFR Wealth Management
New York
$437K
FTIS
1506
First Trust Investment Solutions
Florida
$436K -$355K -1,163 -47%
MCM
1507
McRae Capital Management
New Jersey
$436K +$4.28K +14 +1%
AI
1508
AXS Investments
New York
$435K -$226K -741 -36%
EI
1509
Ellevest Inc
New York
$434K +$34.5K +113 +9%
AWAG
1510
ARS Wealth Advisors Group
Florida
$434K -$20.2K -66 -5%
EFM
1511
E Fund Management
China
$432K -$413K -1,352 -51%
PFP
1512
Paragon Financial Partners
California
$432K +$917 +3 +0.2%
SNB
1513
Security National Bank
Nebraska
$431K
MIC
1514
Meridian Investment Counsel
California
$431K +$15.3K +50 +4%
PA
1515
Probity Advisors
Texas
$430K +$2.14K +7 +0.5%
JF
1516
Joule Financial
Kentucky
$428K -$93.8K -307 -19%
DC
1517
Diametric Capital
Massachusetts
$427K -$64.5K -211 -14%
AFG
1518
Argent Financial Group
Louisiana
$427K +$393K +1,287 New
VBCG
1519
Valley Brook Capital Group
Pennsylvania
$426K
BW
1520
BIP Wealth
Georgia
$424K +$136K +446 +53%
LAS
1521
Legacy Advisory Services
Pennsylvania
$424K
FFA
1522
Fortune Financial Advisors
Kansas
$424K -$6.11K -20 -2%
FWM
1523
Focused Wealth Management
New York
$424K
BFA
1524
Beaumont Financial Advisors
Massachusetts
$422K +$5.19K +17 +1%
BOSSRA
1525
B.O.S.S. Retirement Advisors
Utah
$421K +$60.2K +197 +18%

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.