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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
AF
1726
Apexium Financial
Texas
$284K
ICM
1727
IMS Capital Management
Oregon
$283K
UCB
1728
United Community Bank
South Carolina
$283K -$3.11M -10,185 -92%
HP
1729
Hyperion Partners
Pennsylvania
$282K
RFO
1730
RiverGlades Family Offices
Florida
$281K
JWBC
1731
J.W. Burns & Co
New York
$281K +$26.9K +88 +12%
IAMOG
1732
Investors Asset Management of Georgia
Georgia
$281K
RCM
1733
Radnor Capital Management
Pennsylvania
$280K
BSHC
1734
Breed's Hill Capital
Massachusetts
$280K +$58.4K +191 +29%
GL
1735
Gerber LLC
Ohio
$279K
MAA
1736
Matrix Asset Advisors
New York
$279K
AFS
1737
Access Financial Services
Minnesota
$278K
NRW
1738
Nova R Wealth
Kansas
$277K +$306 +1 +0.1%
NRC
1739
New Republic Capital
North Carolina
$277K -$148K -483 -37%
EIA
1740
Edgemoor Investment Advisors
Maryland
$277K +$8.86K +29 +4%
CWM
1741
Centric Wealth Management
Illinois
$277K
GWP
1742
Gateway Wealth Partners
Wisconsin
$276K +$4.89K +16 +2%
RA
1743
Riversedge Advisors
Delaware
$276K -$8.86K -29 -3%
IF
1744
Intrua Financial
Texas
$276K +$5.8K +19 +2%
NAS
1745
NWF Advisory Services
California
$275K
OA
1746
Operose Advisors
Wisconsin
$275K +$5.5K +18 +2%
LT
1747
Legacy Trust
Michigan
$274K +$253K +827 New
ICP
1748
Interchange Capital Partners
Pennsylvania
$273K -$9.47K -31 -4%
AWC
1749
Abundance Wealth Counselors
Pennsylvania
$272K +$45.5K +149 +22%
SCP
1750
Stamos Capital Partners
California
$272K -$434K -1,420 -63%

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.