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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
PWP
1801
Perfromance Wealth Partners
Illinois
$226K
KTA
1802
Keeley-Teton Advisors
Illinois
$226K -$370K -1,146 -61%
TCM
1803
Traynor Capital Management
Pennsylvania
$225K +$232K +719 New
LSIA
1804
LaSalle St. Investment Advisors
Illinois
$225K +$232K +718 New
MKC
1805
M. Kraus & Co
Vermont
$225K
IIM
1806
Ironwood Investment Management
Massachusetts
$225K
CPP
1807
Capasso Planning Partners
South Carolina
$223K +$230K +712 New
WCWM
1808
Willow Creek Wealth Management
California
$223K -$2.58K -8 -1%
JCM
1809
Jacobsen Capital Management
Utah
$223K +$5.49K +17 +2%
WAM
1810
Weatherly Asset Management
California
$222K +$323 +1 +0.1%
LMKC
1811
L.M. Kohn & Company
Ohio
$220K -$17.1K -53 -7%
AWM
1812
Aprio Wealth Management
Georgia
$220K +$8.72K +27 +4%
FFA
1813
Fi3 Financial Advisors
Indiana
$219K +$6.13K +19 +3%
DDPIC
1814
Deroy & Devereaux Private Investment Counsel
Michigan
$219K
CTC
1815
Cetera Trust Company
Minnesota
$219K
MBTD
1816
Mechanics Bank - Trust Department
California
$219K
MAWA
1817
Moss Adams Wealth Advisors
Washington
$218K +$224K +694 New
RCA
1818
Ranch Capital Advisors
Florida
$217K +$5.17K +16 +2%
IPW
1819
Inlet Private Wealth
Florida
$217K +$223K +692 New
HFS
1820
Heritage Financial Services
Massachusetts
$215K -$3.23K -10 -1%
PCM
1821
Prelude Capital Management
New York
$214K -$440K -1,363 -67%
PBO
1822
Peoples Bank (Ohio)
Ohio
$214K +$220K +681 New
AT
1823
Arvest Trust
Oklahoma
$214K -$16.1K -50 -7%
GB
1824
Goepper Burkhardt
South Carolina
$213K
CP
1825
Castleview Partners
Texas
$212K -$3.23K -10 -1%

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.