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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
VC
1751
Veracity Capital
Georgia
$247K -$58.8K -182 -19%
MFP
1752
Meridian Financial Partners
Virginia
$247K
HCA
1753
Harbour Capital Advisors
Virginia
$247K
CC
1754
Corton Capital
Ontario, Canada
$246K -$139K -429 -35%
AWM
1755
Aviso Wealth Management
Washington
$246K +$30K +93 +13%
PPW
1756
Parcion Private Wealth
Washington
$245K -$10.7K -33 -4%
OWA
1757
Opal Wealth Advisors
New York
$245K -$12.3K -38 -5%
BFS
1758
Burkett Financial Services
South Carolina
$244K
AIM
1759
Acropolis Investment Management
Missouri
$244K
GC
1760
Gibson Capital
Pennsylvania
$244K
KAS
1761
KPP Advisory Services
Kentucky
$244K +$1.61K +5 +0.6%
T
1762
TrueFG
Texas
$243K
SPI
1763
Sutton Place Investors
New York
$242K -$2.58K -8 -1%
CA
1764
Calton & Associates
Florida
$242K +$969 +3 +0.4%
TWM
1765
Thrive Wealth Management
Pennsylvania
$242K -$104K -321 -29%
CCG
1766
Ceeto Capital Group
Florida
$242K
SWG
1767
Summit Wealth Group
Vermont
$242K
AIA
1768
Alera Investment Advisors
Illinois
$241K +$248K +768 New
FI
1769
Finivi Inc
Massachusetts
$241K +$248K +768 New
FWM
1770
Forza Wealth Management
Florida
$240K
MWA
1771
Midland Wealth Advisors
Illinois
$240K -$148K -457 -37%
PCH
1772
PGIM Custom Harvest
New Jersey
$240K +$247K +764 New
AB
1773
Atlas Brown
Kentucky
$239K +$3.55K +11 +1%
AA
1774
Auxano Advisors
Washington
$239K -$8.39K -26 -3%
NW
1775
Naviter Wealth
Arkansas
$239K

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.