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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
JWBC
1776
J.W. Burns & Co
New York
$238K
GG
1777
Greenwood Gearhart
Arkansas
$238K -$26.5K -82 -10%
PTB
1778
Pioneer Trust Bank
Oregon
$238K
EIA
1779
Eldridge Investment Advisors
New Hampshire
$237K
CWG
1780
Crown Wealth Group
North Carolina
$237K -$6.46K -20 -3%
FCIM
1781
Fairview Capital Investment Management
California
$236K
AFP
1782
Ausdal Financial Partners
Iowa
$236K +$243K +752 New
MAM
1783
McLean Asset Management
Virginia
$236K +$6.13K +19 +3%
NPT
1784
Nixon Peabody Trust
Massachusetts
$235K -$324K -1,004 -57%
SAM
1785
S.A. Mason
Michigan
$235K
PWW
1786
Pettyjohn Wood & White
Virginia
$234K +$29.1K +90 +14%
CWA
1787
Cascade Wealth Advisors
Washington
$234K
WFS
1788
Weitzel Financial Services
Iowa
$234K
OPA
1789
Old Port Advisors
Maine
$231K +$4.84K +15 +2%
BWM
1790
BigSur Wealth Management
Florida
$231K
SAM
1791
SignalPoint Asset Management
Missouri
$230K
CWM
1792
Centric Wealth Management
Illinois
$229K +$1.29K +4 +0.5%
GCM
1793
Gunderson Capital Management
South Carolina
$229K
MMHP
1794
Murphy Middleton Hinkle & Parker
Georgia
$229K
VCG
1795
Vantage Consulting Group
Virginia
$229K -$22.3K -69 -9%
JIP
1796
Jaffetilchin Investment Partners
Florida
$228K +$16.8K +52 +8%
JHCP
1797
Jackson Hole Capital Partners
Oklahoma
$228K
ECM
1798
Elgethun Capital Management
South Dakota
$227K
LI
1799
Lafayette Investments
Maryland
$227K +$234K +725 New
SP
1800
Systematic Portfolios
New York
$226K +$233K +721 New

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.