We are live on ! Find out more

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
BMC
1601
Beaton Management Company
Massachusetts
$330K
ET
1602
Equitable Trust
Tennessee
$330K +$101K +314 +43%
KBFS
1603
Kohmann Bosshard Financial Services
Ohio
$329K
VP
1604
Verum Partners
North Carolina
$329K +$19.7K +61 +6%
OL
1605
OneFund LLC
Florida
$327K +$2.58K +8 +0.8%
CCA
1606
Cottonwood Capital Advisors
Utah
$327K -$52K -161 -14%
CHAM
1607
Clear Harbor Asset Management
Connecticut
$327K -$42K -130 -11%
SOS
1608
Silver Oak Securities
Tennessee
$326K +$3.55K +11 +1%
CWA
1609
CM Wealth Advisors
Ohio
$326K -$489K -1,514 -59%
SSWM
1610
Sheets Smith Wealth Management
North Carolina
$326K
CFS
1611
Commonwealth Financial Services
West Virginia
$325K -$42.6K -132 -11%
VAMG
1612
Voisard Asset Management Group
Michigan
$325K +$194K +600 +138%
DOA
1613
D'Orazio & Associates
Virginia
$323K +$15.8K +49 +5%
VanEck Associates
1614
VanEck Associates
New York
$323K +$5.17K +16 +2%
NFG
1615
Nadler Financial Group
Illinois
$323K
WAS
1616
Wealth Advisory Solutions
Indiana
$323K +$332K +1,029 New
CNWM
1617
Clay Northam Wealth Management
California
$322K
TWM
1618
TriaGen Wealth Management
California
$322K +$332K +1,028 New
B
1619
Bensler
Washington
$322K +$323 +1 +0.1%
CWM
1620
Circle Wealth Management
New Jersey
$322K -$67.5K -209 -17%
AIM
1621
Avity Investment Management
Connecticut
$321K
HWA
1622
HCR Wealth Advisors
California
$320K +$329K +1,019 New
BWM
1623
BCS Wealth Management
Tennessee
$318K
TH
1624
TCTC Holdings
Texas
$317K
TIM
1625
Tevis Investment Management
Texas
$316K -$14.2K -44 -4%

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.