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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
DP
1951
Denver PWM
Colorado
$67.1K +$69.1K +214 New
MAM
1952
Meeder Asset Management
Ohio
$66.2K -$366K -1,133 -84%
WAS
1953
Winch Advisory Services
Wisconsin
$65.9K +$323 +1 +0.5%
BIA
1954
Bell Investment Advisors
California
$65.8K +$646 +2 +1%
CCA
1955
Criterion Capital Advisors
Tennessee
$64.9K -$53.6K -166 -45%
AT
1956
Avalon Trust
New Mexico
$62.7K
WIM
1957
Westside Investment Management
California
$62.1K +$7.43K +23 +13%
CIA
1958
Cape Investment Advisory
Georgia
$60.5K
FFA
1959
Fairfield Financial Advisors
Massachusetts
$58K +$59.7K +185 New
MWM
1960
Mascoma Wealth Management
New Hampshire
$56.8K +$10K +31 +21%
CWM
1961
Cranbrook Wealth Management
Michigan
$55.8K
FFA
1962
Frazier Financial Advisors
Ohio
$54.2K +$646 +2 +1%
TCM
1963
Tradewinds Capital Management
Washington
$53.3K +$4.84K +15 +10%
CCC
1964
Chelsea Counsel Company
California
$53.3K +$48.4K +150 +750%
SIC
1965
SJS Investment Consulting
Ohio
$52.4K
VWA
1966
Valued Wealth Advisors
Utah
$52.4K +$1.29K +4 +2%
SN
1967
Sittner & Nelson
Oregon
$51.1K
C
1968
Covestor
United Kingdom
$51K +$1.29K +4 +3%
FF
1969
Friedenthal Financial
New Jersey
$48K -$2.58K -8 -5%
GTAM
1970
Global Trust Asset Management
Florida
$47K -$40.4K -125 -45%
WOSD
1971
WFA of San Diego
California
$47K +$48.4K +150 New
SGC
1972
Slocum, Gordon & Co
Rhode Island
$47K -$344K -1,065 -88%
EA
1973
Evolution Advisers
Virginia
$47K
RFG
1974
RFP Financial Group
Georgia
$45.5K +$646 +2 +1%
MSG
1975
Main Street Group
Virginia
$45.3K -$6.46K -20 -12%

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.