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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
GLR
1901
Great Lakes Retirement
Ohio
$116K +$119K +369 New
USB
1902
Union Savings Bank
Connecticut
$115K
DMBA
1903
Deseret Mutual Benefit Administrators
Utah
$114K -$16.1K -50 -12%
BL
1904
BFSG LLC
California
$109K
WWM
1905
Wolff Wiese Magana
California
$109K +$3.23K +10 +3%
SCA
1906
Stuart Chaussee & Associates
California
$108K
BBPWM
1907
Blue Bell Private Wealth Management
Pennsylvania
$107K -$30.3K -94 -22%
CWP
1908
Concord Wealth Partners
Virginia
$106K -$32.3K -100 -23%
KA
1909
Kozak & Associates
Colorado
$105K
HBW
1910
Hazlett, Burt & Watson
West Virginia
$105K +$30.7K +95 +40%
WWP
1911
WR Wealth Planners
Missouri
$103K -$85.6K -265 -45%
CB
1912
Centennial Bank
Arkansas
$100K -$31.3K -97 -23%
HGA
1913
Hobbs Group Advisors
South Carolina
$98.5K +$101K +314 New
CT
1914
Clearstead Trust
Maine
$96.9K +$38.7K +120 +63%
VWM
1915
Valley Wealth Managers
New Jersey
$95.3K -$5.17K -16 -5%
SAG
1916
Spotlight Asset Group
Illinois
$94.1K
RBC
1917
Roble Belko & Company
Pennsylvania
$94K
MCM
1918
MV Capital Management
Maryland
$93.1K +$1.29K +4 +1%
MME
1919
Meag Munich Ergo
Germany
$92.5K
VCM
1920
Versant Capital Management
Arizona
$92.5K +$70.1K +217 +278%
BCMLT
1921
Beacon Capital Management LLC (Tennessee)
Tennessee
$89.7K +$23.2K +72 +34%
TIM
1922
Tortoise Investment Management
New York
$89K
BHWM
1923
Beaird Harris Wealth Management
Texas
$88.8K +$2.58K +8 +3%
SFO
1924
Standard Family Office
South Dakota
$87.8K
FMP
1925
Financial Management Professionals
Texas
$87K +$7.1K +22 +9%

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.