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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
WWM
1951
Wolff Wiese Magana
California
$118K +$2.44K +8 +2%
BL
1952
BFSG LLC
California
$115K
DMBA
1953
Deseret Mutual Benefit Administrators
Utah
$115K -$5.5K -18 -5%
SCA
1954
Stuart Chaussee & Associates
California
$114K
CWP
1955
Concord Wealth Partners
Virginia
$114K +$1.83K +6 +2%
KA
1956
Kozak & Associates
Colorado
$113K
CB
1957
Centennial Bank
Arkansas
$106K
MCM
1958
MV Capital Management
Maryland
$106K +$7.03K +23 +8%
BCMLT
1959
Beacon Capital Management LLC (Tennessee)
Tennessee
$106K +$10.1K +33 +12%
CT
1960
Clearstead Trust
Maine
$102K
VWM
1961
Valley Wealth Managers
New Jersey
$101K
RBC
1962
Roble Belko & Company
Pennsylvania
$99K
VCM
1963
Versant Capital Management
Arizona
$98.8K +$917 +3 +1%
LIS
1964
Legacy Investment Solutions
Idaho
$97.6K +$80.7K +264 New
LWMI
1965
Legacy Wealth Management (Idaho)
Idaho
$97.6K +$80.7K +264 New
TIM
1966
Tortoise Investment Management
New York
$94.1K
BHWM
1967
Beaird Harris Wealth Management
Texas
$93.8K
SFO
1968
Standard Family Office
South Dakota
$92.8K
BTC
1969
Bank & Trust Company
Illinois
$90.8K
WWP
1970
WR Wealth Planners
Missouri
$90.5K -$17.1K -56 -17%
ME
1971
McIlrath & Eck
Washington
$90.5K
CCMI
1972
Creative Capital Management Investments
California
$90.2K
CAM
1973
Costello Asset Management
Pennsylvania
$89.5K
GPI
1974
General Partner Inc
Pennsylvania
$87.5K
CSC
1975
Cove Street Capital
California
$86.2K +$79.4K +260 New

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.