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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
CS
1576
Cannell & Spears
New York
$375K
CG
1577
Clifford Group
Massachusetts
$375K
DAS
1578
Diversify Advisory Services
Utah
$374K -$81.9K -268 -20%
LA
1579
LVW Advisors
New York
$373K -$306 -1 -0.1%
AIA
1580
Alera Investment Advisors
Illinois
$372K +$108K +354 +46%
SCM
1581
Schnieders Capital Management
California
$371K +$55.9K +183 +20%
BFG
1582
Berger Financial Group
Minnesota
$370K +$47.1K +154 +16%
QWP
1583
Quotient Wealth Partners
Texas
$369K -$22.6K -74 -6%
FCFC
1584
First Commonwealth Financial Corp
Pennsylvania
$368K +$339K +1,111 New
IC
1585
Iconiq Capital
California
$368K +$339K +1,110 New
LWM
1586
Lyell Wealth Management
California
$367K
APG
1587
Abacus Planning Group
South Carolina
$367K +$11K +36 +3%
HBT
1588
Hills Bank & Trust
Iowa
$366K +$3.67K +12 +1%
NCTC
1589
New Covenant Trust Company
Indiana
$366K +$59K +193 +21%
FFA
1590
Fragasso Financial Advisors
Pennsylvania
$365K +$8.86K +29 +3%
AA
1591
Alta Advisers
United Kingdom
$365K
HWA
1592
Heartwood Wealth Advisors
Virginia
$365K
SCP
1593
Sivia Capital Partners
California
$364K -$2.14K -7 -0.6%
RFS
1594
Retirement Financial Solutions
Tennessee
$364K +$917 +3 +0.3%
EBT
1595
Enterprise Bank & Trust
Massachusetts
$364K +$335K +1,098 New
OL
1596
Optas LLC
Texas
$364K +$66.3K +217 +25%
HKIM
1597
Hayek Kallen Investment Management
Alabama
$363K
M
1598
MOTCO
Texas
$361K +$54.7K +179 +20%
VCM
1599
Virtue Capital Management
Tennessee
$361K -$3.97K -13 -1%
CWA
1600
Canvas Wealth Advisors
Kansas
$360K +$332K +1,086 New

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.