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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
PTP
1551
Platform Technology Partners
New York
$372K +$383K +1,185 New
FAG
1552
Fortitude Advisory Group
Washington
$371K +$39.7K +123 +12%
BCP
1553
Blue Chip Partners
Michigan
$370K -$2.26K -7 -0.6%
AIM
1554
Anchor Investment Management
South Carolina
$368K -$953K -2,953 -72%
CA
1555
Crumly & Associates
Illinois
$367K -$646 -2 -0.2%
OPOWM
1556
One Plus One Wealth Management
Florida
$366K +$1.29K +4 +0.3%
SWA
1557
Stratos Wealth Advisors
Ohio
$366K +$377K +1,167 New
CC
1558
Callan Capital
California
$366K +$377K +1,167 New
ACC
1559
Acorn Creek Capital
Colorado
$366K -$4.52K -14 -1%
LC
1560
Lincoln Capital
Nebraska
$364K
VCM
1561
Virtue Capital Management
Tennessee
$357K -$115K -356 -24%
CS
1562
Cannell & Spears
New York
$355K +$38.7K +120 +12%
CG
1563
Clifford Group
Massachusetts
$354K -$3.23K -10 -0.9%
LA
1564
LVW Advisors
New York
$353K -$78.1K -242 -18%
AWM
1565
Angeles Wealth Management
California
$353K +$13.2K +41 +4%
CT
1566
ClearAlpha Technologies
Connecticut
$352K -$72.6K -225 -17%
FIM
1567
Freedom Investment Management
Connecticut
$351K -$82.7K -256 -19%
RZH
1568
Relyea Zuckerberg Hanson
Connecticut
$351K +$8.39K +26 +2%
TWA
1569
Tandem Wealth Advisors
Arizona
$349K +$359K +1,112 New
LWM
1570
Lyell Wealth Management
California
$347K +$22.6K +70 +7%
SCP
1571
Sivia Capital Partners
California
$347K -$1.29K -4 -0.4%
CT
1572
Chicago Trust
Illinois
$347K -$27.1K -84 -7%
SFG
1573
Sovereign Financial Group
Connecticut
$346K +$83.9K +260 +31%
AA
1574
Alta Advisers
United Kingdom
$345K
ECG
1575
Edge Capital Group
Georgia
$345K

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.