We are live on ! Find out more

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
BWP
1976
Baldwin Wealth Partners
Massachusetts
$43.9K -$25.8K -80 -36%
TAM
1977
Tucker Asset Management
Colorado
$43.9K -$18.1K -56 -29%
PCWA
1978
Pacific Capital Wealth Advisors
California
$43K +$25.5K +79 +136%
CPG
1979
Cornerstone Planning Group
New Jersey
$42K -$3.87K -12 -7%
GJIA
1980
Glass Jacobson Investment Advisors
Maryland
$41.7K -$646 -2 -1%
CSB
1981
City State Bank
Iowa
$40.8K -$969 -3 -2%
SFC
1982
Strategic Financial Concepts
Texas
$40.3K +$22.7M +70,288 New
NMM
1983
Naples Money Management
Florida
$40.3K +$10K +31 +32%
DWA
1984
Delos Wealth Advisors
Texas
$39.5K
EBA
1985
Eagle Bay Advisors
New York
$39.5K
FP
1986
Financial Perspectives
Minnesota
$38.9K
CSWM
1987
Cassady Schiller Wealth Management
Ohio
$38.6K -$56.5K -175 -59%
CIR
1988
Clear Investment Research
Georgia
$38.5K
DF
1989
Dunhill Financial
United Kingdom
$38.2K +$2.58K +8 +7%
DWS
1990
Dynamic Wealth Strategies
California
$37K
DPW
1991
DiNuzzo Private Wealth
Pennsylvania
$37K +$38.1K +118 New
RWPA
1992
Richard W. Paul & Associates
Michigan
$36.4K
Walleye Trading
1993
Walleye Trading
New York
$35.4K -$4.87M -15,095 -99%
MAM
1994
Magellan Asset Management
Australia
$34.2K -$3.23K -10 -8%
PP
1995
Pacifica Partners
Canada
$33.8K
RWA
1996
Redmont Wealth Advisors
Illinois
$33.2K
RS
1997
Rakuten Securities
Japan
$33.2K +$3.87K +12 +13%
GEA
1998
Glen Eagle Advisors
New Jersey
$33.2K +$11.6K +36 +51%
LFA
1999
LGT Financial Advisors
Texas
$32.6K +$33.6K +104 New
GWMI
2000
Guardian Wealth Management (Illinois)
Illinois
$32.3K -$4.84K -15 -13%

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.