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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
BDA
1676
Borer Denton & Associates
Pennsylvania
$284K
LWM
1677
Lakeridge Wealth Management
Ohio
$284K +$3.87K +12 +1%
APW
1678
Austin Private Wealth
Texas
$281K -$115K -356 -28%
JSAM
1679
J. Safra Asset Management
New York
$279K -$17.4K -54 -6%
HWM
1680
Hohimer Wealth Management
Washington
$279K
DCM
1681
Driehaus Capital Management
Illinois
$278K -$51.3K -159 -15%
SG
1682
StoneX Group
New York
$277K +$9.36K +29 +3%
HCM
1683
Hengehold Capital Management
Ohio
$277K +$75.5K +234 +36%
OL
1684
Optas LLC
Texas
$276K +$28.7K +89 +11%
KFP
1685
KMG Fiduciary Partners
Ohio
$276K -$2.91K -9 -1%
FA
1686
Fermata Advisors
California
$275K
PPWM
1687
Paragon Private Wealth Management
Kentucky
$275K -$36.5K -113 -11%
HCA
1688
Horan Capital Advisors
Ohio
$274K
SRC
1689
Sage Rhino Capital
California
$273K -$3.55K -11 -1%
JGUA
1690
John G. Ullman & Associates
New York
$272K +$9.36K +29 +3%
D
1691
Diversified
Delaware
$272K +$1.29K +4 +0.5%
SOW
1692
State of Wyoming
Wyoming
$271K +$178K +551 +176%
PSP
1693
Pacific Sage Partners
Washington
$270K +$2.58K +8 +0.9%
RA
1694
Riversedge Advisors
Delaware
$270K +$4.84K +15 +2%
PRS
1695
Pinkerton Retirement Specialists
Idaho
$270K +$278K +861 New
PAM
1696
Peak Asset Management
Colorado
$270K -$2.91K -9 -1%
SEC
1697
Seven Eight Capital
New York
$270K +$278K +860 New
AF
1698
Apexium Financial
Texas
$269K -$10.3K -32 -4%
AWM
1699
Accurate Wealth Management
Florida
$269K +$29.4K +91 +12%
FCM
1700
Fourpath Capital Management
Oklahoma
$268K -$42K -130 -13%

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.