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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
KCPG
1851
Kavar Capital Partners Group
Kansas
$202K +$208K +643 New
AWA
1852
Arete Wealth Advisors
Illinois
$201K +$208K +644 New
RWM
1853
Refined Wealth Management
Utah
$201K
CSA
1854
Cottage Street Advisors
Massachusetts
$201K +$207K +640 New
RCI
1855
RS Crum Inc
California
$201K +$207K +640 New
GCM
1856
Gables Capital Management
Florida
$196K
GIA
1857
GHP Investment Advisors
Colorado
$194K +$9.69K +30 +5%
SC
1858
Steph & Co
Wisconsin
$193K -$7.43K -23 -4%
AF
1859
Arrow Financial
New York
$193K
CAM
1860
Creekmur Asset Management
Illinois
$192K
KB
1861
Kimelman & Baird
New York
$187K +$193K +597 New
HWA
1862
HHM Wealth Advisors
Tennessee
$186K
GKIM
1863
GW&K Investment Management
Massachusetts
$186K +$7.43K +23 +4%
BLC
1864
Brown, Lisle/Cummings
Rhode Island
$185K
GCS
1865
Gordian Capital (Singapore)
Singapore
$182K +$187K +580 New
RMC
1866
Resources Management Corp
Connecticut
$180K
BC
1867
Barrett & Company
Rhode Island
$178K
OP
1868
ORG Partners
Indiana
$178K +$183K +568 New
RTC
1869
Riverview Trust Company
Washington
$173K -$1.08M -3,330 -86%
PB
1870
Pinnacle Bancorp
Nebraska
$171K
EDRH
1871
Edmond de Rothschild Holding
Switzerland
$169K
GG
1872
Gleason Group
Kentucky
$166K -$21.6K -67 -11%
IGWM
1873
ICA Group Wealth Management
Colorado
$163K -$216K -669 -56%
EAM
1874
Empirical Asset Management
Massachusetts
$159K +$8.47M +26,221 New
MIA
1875
MeadowBrook Investment Advisors
Michigan
$154K

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.