We are live on ! Find out more

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
CA
1526
Calton & Associates
Florida
$419K +$150K +492 +64%
DWM
1527
Drive Wealth Management
Utah
$418K +$306 +1 +0.1%
CWP
1528
Cyndeo Wealth Partners
Florida
$417K +$385K +1,259 New
LJHT
1529
Laurie J. Hall Trustee
$417K
LAS
1530
LWM Advisory Services
Florida
$417K +$384K +1,257 New
AWA
1531
Arbor Wealth Advisors
Michigan
$416K
HP
1532
Hilltop Partners
Indiana
$415K
SIC
1533
Shoker Investment Counsel
Ohio
$414K
FSA
1534
Fort Sheridan Advisors
Illinois
$414K +$382K +1,249 New
CAWM
1535
Capital Advisors Wealth Management
Washington
$414K
MC
1536
Machina Capital
France
$411K -$48.6K -159 -11%
IWP
1537
Invenio Wealth Partners
Florida
$411K
CWM
1538
Connecticut Wealth Management
Connecticut
$408K -$31.2K -102 -8%
OCM
1539
Objective Capital Management
Ohio
$407K +$376K +1,229 New
CH
1540
Cromwell Holdings
Wyoming
$407K
HPA
1541
High Probability Advisors
New York
$406K
CA
1542
Crumly & Associates
Illinois
$406K +$17.1K +56 +5%
CC
1543
Callan Capital
California
$405K +$17.1K +56 +5%
LC
1544
Lincoln Capital
Nebraska
$405K +$18.3K +60 +5%
CFO
1545
Callan Family Office
Pennsylvania
$404K +$169K +554 +83%
III
1546
Independent Investors Inc
New York
$403K
SSWM
1547
Strait & Sound Wealth Management
California
$401K -$27.5K -90 -7%
CCFCSB
1548
Cape Cod Five Cents Savings Bank
Massachusetts
$399K -$13.7K -45 -4%
SFG
1549
Sovereign Financial Group
Connecticut
$399K +$30.6K +100 +9%
PWM
1550
Penobscot Wealth Management
Maine
$398K -$85.6K -280 -19%

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.