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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
VCWA
1851
Vanguard Capital Wealth Advisors
Colorado
$224K +$206K +675 New
AG
1852
Advocate Group
Minnesota
$223K
LS
1853
Leelyn Smith
Illinois
$223K +$611 +2 +0.3%
CP
1854
Castleview Partners
Texas
$223K -$1.53K -5 -0.7%
PCA
1855
Peddock Capital Advisors
Massachusetts
$223K
LWM
1856
Laidlaw Wealth Management
New York
$222K -$96.2K -315 -32%
SP
1857
Sequent Planning
Nebraska
$222K +$204K +669 New
QFA
1858
Quantum Financial Advisors
California
$221K
FCFC
1859
First Citizens Financial Corp
Iowa
$221K
DWA
1860
Dorsey Wright & Associates
California
$220K -$2.01M -6,573 -91%
TIA
1861
Tandem Investment Advisors
South Carolina
$220K +$203K +664 New
WAM
1862
Weatherly Asset Management
California
$220K -$13.7K -45 -6%
JIP
1863
Jaffetilchin Investment Partners
Florida
$219K -$19.6K -64 -9%
GWM
1864
Grand Wealth Management
Michigan
$219K
Optiver Holding
1865
Optiver Holding
Netherlands
$218K +$74.6K +244 +59%
WW
1866
Westshore Wealth
California
$218K +$201K +657 New
FCG
1867
Fielder Capital Group
Tennessee
$217K +$306 +1 +0.2%
FPCG
1868
Fort Pitt Capital Group
Pennsylvania
$216K +$199K +652 New
HA
1869
Harfst & Associates
Wyoming
$216K -$284K -930 -59%
FWA
1870
FSM Wealth Advisors
Ohio
$216K +$199K +651 New
IFA
1871
Index Fund Advisors
California
$215K
TFG
1872
Taylor Financial Group
Virginia
$215K
VBA
1873
von Borstel & Associates
Oregon
$215K +$199K +651 New
LGG
1874
Luts & Greenleigh Group
Maryland
$214K +$197K +645 New
HB
1875
HTLF Bank
Colorado
$213K -$7.33K -24 -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.