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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
FA
1776
FSA Advisors
Michigan
$260K -$61.4K -201 -20%
KHCM
1777
Kirtland Hills Capital Management
Ohio
$259K +$239K +782 New
HR
1778
Hardy Reed
Mississippi
$259K +$239K +781 New
GC
1779
Gibson Capital
Pennsylvania
$258K
RWP
1780
Revolve Wealth Partners
New Jersey
$258K -$12.2K -40 -5%
UBG
1781
United Bank (Georgia)
Georgia
$258K +$237K +777 New
MAWA
1782
Moss Adams Wealth Advisors
Washington
$257K +$25.1K +82 +12%
AB
1783
Atlas Brown
Kentucky
$257K +$3.36K +11 +1%
T
1784
TrueFG
Texas
$257K
SWG
1785
Summit Wealth Group
Vermont
$256K
LFS
1786
Legacy Financial Strategies
Kansas
$256K +$236K +772 New
GG
1787
Greenwood Gearhart
Arkansas
$255K +$3.67K +12 +2%
BFS
1788
Bard Financial Services
Connecticut
$255K +$235K +770 New
TWM
1789
Thrive Wealth Management
Pennsylvania
$255K -$1.22K -4 -0.5%
NW
1790
Naviter Wealth
Arkansas
$252K
FC
1791
Financial Council
Maryland
$252K -$20.5K -67 -8%
RCA
1792
Ranch Capital Advisors
Florida
$251K +$20.2K +66 +10%
PTB
1793
Pioneer Trust Bank
Oregon
$251K
EIA
1794
Eldridge Investment Advisors
New Hampshire
$251K
VC
1795
Veracity Capital
Georgia
$251K -$9.78K -32 -4%
AA
1796
Auxano Advisors
Washington
$250K -$2.14K -7 -0.9%
FCIM
1797
Fairview Capital Investment Management
California
$250K
CWG
1798
Crown Wealth Group
North Carolina
$249K -$917 -3 -0.4%
SAM
1799
S.A. Mason
Michigan
$249K
BFS
1800
Burkett Financial Services
South Carolina
$248K -$9.17K -30 -4%

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.