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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
CGH
1751
CMG Global Holdings
Texas
$272K
CSI
1752
Cross Staff Investments
New York
$272K
HPM
1753
Hoxton Planning & Management
West Virginia
$270K +$249K +815 New
MC
1754
Middleton & Co
Massachusetts
$270K
FI
1755
Finivi Inc
Massachusetts
$270K +$14.1K +46 +6%
SFS
1756
Symphony Financial Services
Ohio
$270K
JC
1757
Jacobs & Co
California
$268K +$248K +811 New
HCA
1758
Harbour Capital Advisors
Virginia
$267K
FCAS
1759
First Command Advisory Services
Texas
$267K
SPI
1760
Sutton Place Investors
New York
$267K +$9.78K +32 +4%
CCA
1761
Cadent Capital Advisors
Oklahoma
$266K
TF
1762
Tudor Financial
Ohio
$265K +$245K +801 New
BAM
1763
BOS Asset Management
Illinois
$265K
FI
1764
Fractal Investments
Connecticut
$265K
SIAG
1765
Safeguard Investment Advisory Group
California
$265K -$17.1K -56 -7%
CWA
1766
Cascade Wealth Advisors
Washington
$264K
SFS
1767
Sharp Financial Services
Pennsylvania
$264K +$40.3K +132 +20%
HGERS
1768
Householder Group Estate & Retirement Specialist
Arizona
$264K +$917 +3 +0.4%
WIM
1769
WealthPlan Investment Management
Nebraska
$264K +$243K +796 New
GWA
1770
Gratus Wealth Advisors
Virginia
$264K -$11.3K -37 -4%
ACA
1771
Affinity Capital Advisors
California
$263K -$3.36K -11 -1%
FDDB
1772
Fidelity D&D Bancorp
Pennsylvania
$262K
WI
1773
Wintrust Investments
Illinois
$262K -$2.01M -6,573 -89%
MWM
1774
Mindset Wealth Management
Indiana
$262K +$241K +790 New
CFGS
1775
Concourse Financial Group Securities
Alabama
$262K -$18.9K -62 -7%

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.