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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
FFG
1601
Fiduciary Financial Group
California
$358K -$229K -751 -41%
TFF
1602
The Family Firm
Maryland
$356K
CAC
1603
Certified Advisory Corp
Florida
$354K +$2.75K +9 +0.8%
EIP
1604
Ellis Investment Partners
Pennsylvania
$354K -$1.83K -6 -0.6%
WHCI
1605
W.H. Cornerstone Investments
Massachusetts
$354K -$40.3K -132 -11%
IFU
1606
iSAM Funds (UK)
United Kingdom
$353K +$325K +1,064 New
SC
1607
Sapient Capital
Indiana
$352K -$5.19K -17 -2%
ANB
1608
Amarillo National Bank
Texas
$352K +$611 +2 +0.2%
OCM
1609
One Capital Management
California
$352K -$174K -568 -35%
CWM
1610
Compass Wealth Management
Connecticut
$351K
PMFA
1611
Plante Moran Financial Advisors
Michigan
$351K
OPOWM
1612
One Plus One Wealth Management
Florida
$350K -$34.5K -113 -10%
AWM
1613
Angeles Wealth Management
California
$350K -$21.7K -71 -6%
MKA
1614
M. Kulyk & Associates
Georgia
$349K -$2.75K -9 -0.8%
BMC
1615
Beaton Management Company
Massachusetts
$349K
CPIA
1616
Cornell Pochily Investment Advisors
New York
$348K -$180K -590 -36%
KBFS
1617
Kohmann Bosshard Financial Services
Ohio
$348K
OL
1618
OneFund LLC
Florida
$347K +$611 +2 +0.2%
CHAM
1619
Clear Harbor Asset Management
Connecticut
$346K +$917 +3 +0.3%
VAMG
1620
Voisard Asset Management Group
Michigan
$346K +$2.75K +9 +0.9%
WGC
1621
Watts Gwilliam & Co
Arizona
$346K +$315K +1,032 New
CNWM
1622
Clay Northam Wealth Management
California
$346K +$4.58K +15 +1%
VP
1623
Verum Partners
North Carolina
$345K -$2.44K -8 -0.8%
AWM
1624
Accurate Wealth Management
Florida
$345K +$60.8K +199 +24%
CWA
1625
CM Wealth Advisors
Ohio
$344K

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.