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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
CIAS
1826
CFS Investment Advisory Services
New Jersey
$212K +$2.91K +9 +1%
KMWM
1827
Keudell/Morrison Wealth Management
Oregon
$212K -$32.3K -100 -13%
AG
1828
Advocate Group
Minnesota
$211K
AWC
1829
Abundance Wealth Counselors
Pennsylvania
$211K +$217K +672 New
PCA
1830
Peddock Capital Advisors
Massachusetts
$211K
LS
1831
Leelyn Smith
Illinois
$211K +$969 +3 +0.4%
GI
1832
Gradient Investments
Minnesota
$210K -$6.46K -20 -3%
QFA
1833
Quantum Financial Advisors
California
$209K
HB
1834
HTLF Bank
Colorado
$209K -$6.78K -21 -3%
FCFC
1835
First Citizens Financial Corp
Iowa
$209K
CFO
1836
Callan Family Office
Pennsylvania
$209K +$215K +665 New
SFS
1837
Sharp Financial Services
Pennsylvania
$209K +$215K +665 New
GAB
1838
German American Bancorp
Indiana
$209K +$215K +665 New
GWM
1839
Grand Wealth Management
Michigan
$207K
VNA
1840
Valley National Advisers
Pennsylvania
$206K -$7.43K -23 -3%
FCG
1841
Fielder Capital Group
Tennessee
$205K +$323 +1 +0.2%
NPT
1842
National Philanthropic Trust
Pennsylvania
$205K -$22.3K -69 -10%
BSHC
1843
Breed's Hill Capital
Massachusetts
$205K -$13.6K -42 -6%
TFG
1844
Taylor Financial Group
Virginia
$204K -$5.17K -16 -2%
IFA
1845
Index Fund Advisors
California
$204K
PWA
1846
Peterson Wealth Advisors
Utah
$204K
TDC
1847
Thompson Davis & Co
Virginia
$204K +$210K +650 New
FL
1848
Fort LP
Maryland
$202K +$208K +644 New
BIA
1849
Beacon Investment Advisors
Maryland
$202K +$646 +2 +0.3%
HT
1850
Heritage Trust
Oklahoma
$202K

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.