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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
PWW
1801
Pettyjohn Wood & White
Virginia
$247K
BWM
1802
BKM Wealth Management
Wisconsin
$246K +$227K +743 New
WFS
1803
Weitzel Financial Services
Iowa
$246K
TCM
1804
Traynor Capital Management
Pennsylvania
$245K +$6.11K +20 +3%
GCM
1805
Gunderson Capital Management
South Carolina
$242K
MMHP
1806
Murphy Middleton Hinkle & Parker
Georgia
$242K
GA
1807
Goldstein Advisors
Wisconsin
$242K +$223K +730 New
SAM
1808
SignalPoint Asset Management
Missouri
$241K
WCFA
1809
Walkner Condon Financial Advisors
Wisconsin
$241K +$222K +728 New
ECM
1810
Elgethun Capital Management
South Dakota
$240K
TCOK
1811
Trust Company of Kansas
Kansas
$240K +$221K +723 New
MAM
1812
McLean Asset Management
Virginia
$239K -$917 -3 -0.4%
CTB
1813
Country Trust Bank
Illinois
$238K -$73.3K -240 -25%
TFM
1814
TFC Financial Management
Massachusetts
$238K +$79.1K +259 +56%
FUBT
1815
First United Bank & Trust
Maryland
$238K -$30.6K -100 -12%
MKC
1816
M. Kraus & Co
Vermont
$238K
IIM
1817
Ironwood Investment Management
Massachusetts
$237K
BIA
1818
Beacon Investment Advisors
Maryland
$237K +$21.4K +70 +11%
FFA
1819
Fi3 Financial Advisors
Indiana
$236K +$4.58K +15 +2%
CIAS
1820
CFS Investment Advisory Services
New Jersey
$236K +$11.3K +37 +5%
WCWM
1821
Willow Creek Wealth Management
California
$236K
MRC
1822
Millburn Ridgefield Corp
New York
$235K +$217K +710 New
CPP
1823
Capasso Planning Partners
South Carolina
$235K -$1.22K -4 -0.6%
OWA
1824
Opal Wealth Advisors
New York
$234K -$22.6K -74 -9%
LMKC
1825
L.M. Kohn & Company
Ohio
$234K +$917 +3 +0.4%

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.