We are live on ! Find out more

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
HCM
1976
Horrell Capital Management
Arkansas
$86K
AT
1977
Arlington Trust
Alabama
$85.5K +$11.9K +39 +18%
Loomis, Sayles & Company
1978
Loomis, Sayles & Company
Massachusetts
$85K +$1.22K +4 +2%
SC
1979
Stephens Consulting
Michigan
$84.2K -$2.14K -7 -3%
SFCL
1980
Strengthening Families & Communities LLC
Massachusetts
$84.1K +$306 +1 +0.4%
AIM
1981
Arcadia Investment Management
Michigan
$82.9K
CHC
1982
City Holding Co
West Virginia
$82.9K
CA
1983
Centerpoint Advisors
Massachusetts
$81K
FC
1984
Fairscale Capital
New Hampshire
$80.5K
S
1985
Sachetta
Massachusetts
$79.2K -$2.75K -9 -4%
TCM
1986
Tradewinds Capital Management
Washington
$79.2K +$21.1K +69 +41%
CWM
1987
Cedar Wealth Management
California
$76.6K
JPWM
1988
Jamison Private Wealth Management
Georgia
$74.9K -$1.83K -6 -3%
SR
1989
Syntax Research
Florida
$74.6K
CYG
1990
Clean Yield Group
Vermont
$73.9K +$2.14K +7 +3%
CWM
1991
Cranbrook Wealth Management
Michigan
$73.2K +$13.1K +43 +24%
CCC
1992
Chelsea Counsel Company
California
$72.9K +$15.3K +50 +29%
AAG
1993
Armstrong Advisory Group
Massachusetts
$71.9K
DP
1994
Denver PWM
Colorado
$71.9K +$917 +3 +1%
FFA
1995
Fairfield Financial Advisors
Massachusetts
$71.3K +$9.17K +30 +16%
WAS
1996
Winch Advisory Services
Wisconsin
$69.9K +$306 +1 +0.5%
BIA
1997
Bell Investment Advisors
California
$68.3K -$1.22K -4 -2%
AT
1998
Avalon Trust
New Mexico
$66.3K
LWANC
1999
Laurel Wealth Advisors (North Carolina)
North Carolina
$66K +$60.8K +199 New
CCA
2000
Criterion Capital Advisors
Tennessee
$64.9K

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.