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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
MIA
1926
MeadowBrook Investment Advisors
Michigan
$162K
FFO
1927
Fortitude Family Office
Arizona
$162K +$24.1K +79 +19%
PWMG
1928
Private Wealth Management Group
New Jersey
$156K +$611 +2 +0.4%
BWP
1929
Baldwin Wealth Partners
Massachusetts
$150K +$95.9K +314 +224%
HBW
1930
Hazlett, Burt & Watson
West Virginia
$149K +$37K +121 +37%
PIS
1931
POM Investment Strategies
North Carolina
$148K
HWA
1932
Heritage Wealth Advisors
Virginia
$146K +$13.4K +44 +11%
JGIA
1933
Jackson Grant Investment Advisers
Connecticut
$144K
TC
1934
Truvestments Capital
Florida
$144K +$133K +435 New
FG
1935
Fairman Group
Pennsylvania
$143K
HC
1936
Hoese & Co
Minnesota
$141K
PSB
1937
Piscataqua Savings Bank
New Hampshire
$141K -$10.7K -35 -8%
OWP
1938
ORG Wealth Partners
Texas
$140K +$129K +423 New
FPB
1939
First PREMIER Bank
South Dakota
$139K +$116K +380 +1,000%
GJWM
1940
Gilliland Jeter Wealth Management
Arkansas
$137K
SHF
1941
Safe Harbor Fiduciary
Florida
$134K +$124K +405 New
AW
1942
Avion Wealth
Texas
$134K +$113K +370 +1,028%
PFSC
1943
Peoples Financial Services Corp
Pennsylvania
$134K -$1.22K -4 -1%
ATC
1944
Adirondack Trust Company
New York
$133K -$10.7K -35 -8%
DCBT
1945
Dakota Community Bank & Trust
North Dakota
$131K -$3.97K -13 -3%
HWM
1946
Hemington Wealth Management
Virginia
$127K +$118K +385 New
TFIPS
1947
Towarzystwo Funduszy Inwestycyjnych PZU SA
$126K
BBPWM
1948
Blue Bell Private Wealth Management
Pennsylvania
$123K +$8.86K +29 +8%
USB
1949
Union Savings Bank
Connecticut
$122K
HGA
1950
Hobbs Group Advisors
South Carolina
$119K +$13.4K +44 +14%

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.