We are live on ! Find out more

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
TDC
1676
Thompson Davis & Co
Virginia
$315K +$91.7K +300 +46%
NG
1677
Norden Group
Utah
$314K +$289K +946 New
BOM
1678
Bank of Marin
California
$313K
DAM
1679
Doheny Asset Management
California
$313K
BP
1680
BWM Planning
Texas
$311K +$286K +937 New
WDA
1681
Wendell David Associates
New Hampshire
$310K
PIA
1682
Panoramic Investment Advisors
Colorado
$310K +$285K +934 New
EHC
1683
Everett Harris & Co
California
$309K
CIAS
1684
CBIZ Investment Advisory Services
Ohio
$308K +$40.9K +134 +17%
APW
1685
Austin Private Wealth
Texas
$308K +$10.1K +33 +4%
SWMG
1686
Sanchez Wealth Management Group
Florida
$308K +$917 +3 +0.3%
CIP
1687
Convergence Investment Partners
Florida
$307K -$5.8K -19 -2%
CNC
1688
Citizens & Northern Corp
Pennsylvania
$307K +$283K +925 New
BWM
1689
BigSur Wealth Management
Florida
$304K +$54.7K +179 +24%
MTIC
1690
Missouri Trust & Investment Company
Missouri
$303K
ABWM
1691
Alpine Bank Wealth Management
Colorado
$303K +$279K +913 New
WBC
1692
Westpac Banking Corp
Australia
$302K -$11K -36 -4%
FOA
1693
Five Oceans Advisors
California
$301K +$306 +1 +0.1%
CCA
1694
Childress Capital Advisors
Texas
$301K +$29K +95 +12%
TPW
1695
TL Private Wealth
Texas
$301K -$15.3K -50 -5%
HCM
1696
Hengehold Capital Management
Ohio
$301K +$7.03K +23 +3%
CWM
1697
Cahaba Wealth Management
Georgia
$300K -$3.36K -11 -1%
BDA
1698
Borer Denton & Associates
Pennsylvania
$300K
HR
1699
Howe & Rusling
New York
$298K +$21.4K +70 +8%
CM
1700
Castleark Management
Illinois
$298K -$11.4M -37,345 -98%

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.