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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
FFM
1826
Flagstone Financial Management
Nebraska
$233K +$215K +704 New
KCPG
1827
Kavar Capital Partners Group
Kansas
$233K +$18.3K +60 +9%
CSA
1828
Cottage Street Advisors
Massachusetts
$233K +$19.2K +63 +10%
DDPIC
1829
Deroy & Devereaux Private Investment Counsel
Michigan
$232K
PSP
1830
Principal Street Partners
Tennessee
$232K -$346K -1,131 -61%
FFA
1831
First Foundation Advisors
California
$232K -$156K -511 -42%
JCM
1832
Jacobsen Capital Management
Utah
$231K -$3.67K -12 -2%
MBTD
1833
Mechanics Bank - Trust Department
California
$231K
SIS
1834
Sound Income Strategies
Florida
$231K +$82.2K +269 +63%
GIA
1835
GHP Investment Advisors
Colorado
$230K +$22.9K +75 +12%
LF
1836
Lee Financial
Texas
$229K -$29.9K -98 -12%
SBIA
1837
Sheaff Brock Investment Advisors
Indiana
$229K +$211K +692 New
WWM
1838
Waterway Wealth Management
Texas
$229K +$211K +692 New
IPW
1839
Inlet Private Wealth
Florida
$229K
AG
1840
AlTi Global
New York
$229K -$230K -753 -52%
JHCP
1841
Jackson Hole Capital Partners
Oklahoma
$229K -$10.7K -35 -5%
OPA
1842
Old Port Advisors
Maine
$229K -$14.7K -48 -7%
HFS
1843
Heritage Financial Services
Massachusetts
$227K
SC
1844
Steph & Co
Wisconsin
$227K +$21.1K +69 +11%
GWM
1845
Greenwich Wealth Management
Connecticut
$227K +$209K +685 New
AWM
1846
Aprio Wealth Management
Georgia
$226K -$6.11K -20 -3%
CCAL
1847
City Center Advisors LLC
Michigan
$226K +$208K +681 New
GB
1848
Goepper Burkhardt
South Carolina
$225K
DC
1849
Darrow Company
Massachusetts
$224K +$207K +677 New
SFC
1850
SYM Financial Corp
Indiana
$224K -$81K -265 -28%

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.