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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
LP
1651
LMR Partners
United Kingdom
$334K -$1.24M -4,062 -80%
TWA
1652
Talisman Wealth Advisors
New Jersey
$334K -$12.2K -40 -4%
RW
1653
Rede Wealth
Virginia
$332K
KCM
1654
Kathmere Capital Management
Pennsylvania
$332K -$306 -1 -0.1%
BI
1655
Bramshill Investments
Florida
$331K +$306K +1,000 New
Empower Advisory Group
1656
Empower Advisory Group
Colorado
$329K -$81.9K -268 -21%
O3W
1657
Omni 360 Wealth
New Jersey
$329K +$4.89K +16 +2%
KFI
1658
Key Financial Inc
Pennsylvania
$329K +$611 +2 +0.2%
MAP
1659
Moody Aldrich Partners
Massachusetts
$328K +$302K +989 New
CWA
1660
Centennial Wealth Advisory
Michigan
$327K +$49.5K +162 +20%
AFT
1661
Alpha Family Trust
California
$326K
OFW
1662
Omnia Family Wealth
Florida
$326K +$5.8K +19 +2%
WCA
1663
Westover Capital Advisors
Delaware
$326K
FWM
1664
Forza Wealth Management
Florida
$326K +$66.3K +217 +28%
HKAM
1665
Horizon Kinetics Asset Management
New York
$323K
1CM
1666
1492 Capital Management
Wisconsin
$321K +$306 +1 +0.1%
CWA
1667
Consilium Wealth Advisory
Texas
$320K -$27.2K -89 -8%
MWA
1668
Midland Wealth Advisors
Illinois
$320K +$61.1K +200 +26%
TW
1669
TritonPoint Wealth
Maryland
$320K +$297K +973 New
DLA
1670
Douglas Lane & Associates
New York
$319K -$79.7K -261 -21%
FM
1671
Family Management
New York
$319K
SP
1672
Saranac Partners
$318K
OAM
1673
Oxford Asset Management
United Kingdom
$318K +$293K +959 New
WP
1674
Westmount Partners
California
$317K +$3.36K +11 +1%
FLII
1675
First Long Island Investors
New York
$315K +$291K +951 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.