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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
KMWM
1876
Keudell/Morrison Wealth Management
Oregon
$212K -$10.4K -34 -5%
RWM
1877
Refined Wealth Management
Utah
$212K +$306 +1 +0.2%
ECG
1878
Edge Capital Group
Georgia
$211K -$141K -462 -42%
RCI
1879
RS Crum Inc
California
$211K -$611 -2 -0.3%
CHP
1880
Cable Hill Partners
Oregon
$211K +$194K +636 New
JFGIW
1881
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$210K +$57.4K +188 +42%
PBO
1882
Peoples Bank (Ohio)
Ohio
$209K -$15.3K -50 -7%
LF
1883
Lantz Financial
Illinois
$208K +$192K +629 New
DPI
1884
Diversified Portfolios Inc
Michigan
$208K -$52.6K -172 -22%
CCG
1885
Chatham Capital Group
Georgia
$208K +$192K +627 New
KCM
1886
Kanawha Capital Management
Virginia
$207K +$191K +625 New
ACG
1887
Allen Capital Group
Nebraska
$207K +$191K +624 New
KWM
1888
Kolinsky Wealth Management
New Jersey
$207K +$191K +624 New
TFA
1889
Tobias Financial Advisors
Florida
$207K +$191K +624 New
GCM
1890
Gables Capital Management
Florida
$207K
MSFS
1891
Main Street Financial Solutions
Pennsylvania
$207K -$214K -702 -53%
CTC
1892
Cetera Trust Company
Minnesota
$206K -$22.9K -75 -11%
SFG
1893
Sunburst Financial Group
Alabama
$206K +$190K +622 New
GSEP
1894
Golden State Equity Partners
California
$206K -$253K -827 -57%
BPFA
1895
Barnes Pettey Financial Advisors
Mississippi
$205K +$189K +620 New
EL
1896
EWA LLC
Pennsylvania
$205K +$173K +567 New
ECAM
1897
East Coast Asset Management
Massachusetts
$204K +$189K +617 New
LOPW
1898
Live Oak Private Wealth
North Carolina
$204K +$188K +616 New
XWM
1899
Xcel Wealth Management
Florida
$204K +$188K +616 New
AF
1900
Arrow Financial
New York
$204K

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.