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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
CPC
1551
Congress Park Capital
New York
$398K
CWP
1552
Core Wealth Partners
California
$398K
KCMH
1553
Keywise Capital Management (HK)
Hong Kong
$398K
SPWM
1554
Schrum Private Wealth Management
Florida
$398K +$367K +1,200 New
BFA
1555
Beacon Financial Advisory
Ohio
$397K -$23.2K -76 -6%
PTP
1556
Platform Technology Partners
New York
$391K -$1.53K -5 -0.4%
ARC
1557
Advisor Resource Council
Texas
$391K +$361K +1,180 New
PPWM
1558
Paragon Private Wealth Management
Kentucky
$391K +$92.6K +303 +35%
AIM
1559
Anchor Investment Management
South Carolina
$390K +$917 +3 +0.3%
RWP
1560
Ridgecrest Wealth Partners
California
$390K +$30.6K +100 +9%
SOS
1561
Silver Oak Securities
Tennessee
$389K +$97.8K +320 +31%
LWM
1562
Lakeridge Wealth Management
Ohio
$386K +$79.4K +260 +29%
AGWCA
1563
Annis Gardner Whiting Capital Advisors
Florida
$385K -$134K -437 -27%
XF
1564
XML Financial
Maryland
$385K +$19.9K +65 +6%
Financial Engines Advisors
1565
Financial Engines Advisors
California
$385K +$355K +1,162 New
ACC
1566
Acorn Creek Capital
Colorado
$385K -$1.53K -5 -0.4%
AC
1567
ASB Consultores
Florida
$385K -$49.5K -162 -12%
SSW
1568
Stone Summit Wealth
Florida
$385K -$30.6K -100 -8%
LWMM
1569
Legacy Wealth Management (Mississippi)
Mississippi
$385K +$355K +1,161 New
RZH
1570
Relyea Zuckerberg Hanson
Connecticut
$382K +$10.4K +34 +3%
AIM
1571
Athena Investment Management
California
$381K -$15.3K -50 -4%
DFG
1572
Delta Financial Group
New Jersey
$381K +$48.3K +158 +16%
TWA
1573
Tandem Wealth Advisors
Arizona
$379K +$9.47K +31 +3%
SWA
1574
Stratos Wealth Advisors
Ohio
$377K -$8.86K -29 -2%
SRL
1575
Scientech Research LLC
New Jersey
$377K -$1.41M -4,608 -80%

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.