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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
PWM
1901
PBMares Wealth Management
Virginia
$204K +$188K +614 New
LWCFA
1902
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K +$49.2K +161 +38%
CAM
1903
Creekmur Asset Management
Illinois
$203K
TT
1904
TI-Trust
Illinois
$203K +$187K +613 New
RTC
1905
Riverview Trust Company
Washington
$203K +$18.6K +61 +11%
AGC
1906
Aspen Grove Capital
Colorado
$203K +$187K +611 New
ACM
1907
Avalon Capital Management
California
$202K +$186K +608 New
CWS
1908
Cypress Wealth Services
California
$201K +$185K +606 New
GKIM
1909
GW&K Investment Management
Massachusetts
$199K +$1.53K +5 +0.8%
KB
1910
Kimelman & Baird
New York
$198K
HWA
1911
HHM Wealth Advisors
Tennessee
$197K
BLC
1912
Brown, Lisle/Cummings
Rhode Island
$196K
CPA
1913
Capital Performance Advisors
California
$195K +$180K +589 New
RMC
1914
Resources Management Corp
Connecticut
$191K
BGAI
1915
Bruce G. Allen Investments
Colorado
$191K +$41.2K +135 +31%
BC
1916
Barrett & Company
Rhode Island
$188K
CAS
1917
Coppell Advisory Solutions
Texas
$188K +$37.6K +123 +27%
HCM
1918
Hollencrest Capital Management
California
$181K +$37.3K +122 +29%
PB
1919
Pinnacle Bancorp
Nebraska
$180K
EDRH
1920
Edmond de Rothschild Holding
Switzerland
$179K
OC
1921
Oarsman Capital
Wisconsin
$178K +$164K +536 New
GG
1922
Gleason Group
Kentucky
$171K -$4.58K -15 -3%
RCM
1923
Raleigh Capital Management
North Carolina
$168K -$270K -885 -64%
EAM
1924
Empirical Asset Management
Massachusetts
$167K
OP
1925
ORG Partners
Indiana
$165K -$22K -72 -13%

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.