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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
SSWM
1626
Sheets Smith Wealth Management
North Carolina
$344K
NPT
1627
Nixon Peabody Trust
Massachusetts
$344K +$87.7K +287 +38%
MME
1628
Meag Munich Ergo
Germany
$344K +$227K +742 +252%
PWA
1629
Peterson Wealth Advisors
Utah
$343K +$118K +385 +59%
GWP
1630
Gen-Wealth Partners
Michigan
$341K -$62.3K -204 -17%
NFG
1631
Nadler Financial Group
Illinois
$341K
B
1632
Bensler
Washington
$341K
TWM
1633
TriaGen Wealth Management
California
$341K
GFG
1634
Goldstone Financial Group
Illinois
$341K +$66K +216 +27%
CWM
1635
Circle Wealth Management
New Jersey
$340K
CCA
1636
Cottonwood Capital Advisors
Utah
$340K
SWP
1637
Strategic Wealth Partners
Ohio
$340K +$9.17K +30 +3%
AIM
1638
Avity Investment Management
Connecticut
$340K
WC
1639
Wexford Capital
Florida
$340K +$313K +1,025 New
AL
1640
Aspiriant LLC
California
$339K +$64.2K +210 +26%
CWC
1641
Carolinas Wealth Consulting
North Carolina
$339K +$59.3K +194 +23%
PCH
1642
PGIM Custom Harvest
New Jersey
$337K +$77.6K +254 +33%
EW
1643
Evoke Wealth
California
$337K +$311K +1,018 New
CFS
1644
Commonwealth Financial Services
West Virginia
$336K +$2.14K +7 +0.7%
BP
1645
BBR Partners
New York
$336K -$14.7K -48 -5%
MHR
1646
Matthew Hamilton Rosenberg
$336K +$15K +49 +5%
DOA
1647
D'Orazio & Associates
Virginia
$336K -$5.19K -17 -2%
BWM
1648
BCS Wealth Management
Tennessee
$336K
RIG
1649
RiverFront Investment Group
Virginia
$336K +$310K +1,013 New
TH
1650
TCTC Holdings
Texas
$335K

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.