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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
EIM
2001
Essex Investment Management
Massachusetts
$32K -$18.4K -57 -36%
MLA
2002
MB, Levis & Associates
Pennsylvania
$31.7K
JFG
2003
JDM Financial Group
Texas
$31.4K
SWA
2004
SOA Wealth Advisors
New York
$31.4K
WOC
2005
West Oak Capital
California
$31.4K +$3.23K +10 +11%
CHA
2006
Carmichael Hill & Associates
Maryland
$30.7K
MFT
2007
Moisand Fitzgerald Tamayo
Florida
$28.8K
AP
2008
Antipodes Partners
Australia
$28.8K -$42.3K -131 -59%
PG
2009
Proffitt & Goodson
Tennessee
$28.5K +$29.4K +91 New
AP
2010
Atwood & Palmer
Missouri
$26.7K
EC
2011
Elequin Capital
New York
$26.7K +$27.4K +85 New
BIM
2012
Breakwater Investment Management
Washington
$26K +$25.2K +78 +1,560%
SL
2013
Salomon & Ludwin
Virginia
$23.2K -$45.2K -140 -65%
PP
2014
PrairieView Partners
Minnesota
$23K +$24.2K +75 New
AWM
2015
Abound Wealth Management
Tennessee
$22.9K
TFA
2016
Toth Financial Advisory
Virginia
$22.6K +$13.6K +42 +140%
PA
2017
Pineridge Advisors
Missouri
$21.9K
GIM
2018
Gold Investment Management
Alberta, Canada
$18.5K
SFA
2019
Semmax Financial Advisors
North Carolina
$18.2K
AIC
2020
Archer Investment Corporation
Indiana
$17.6K -$9.69K -30 -35%
AP
2021
Aspect Partners
Virginia
$17.6K +$969 +3 +6%
GFPC
2022
Global Financial Private Client
Florida
$17.2K
FPFS
2023
First Personal Financial Services
North Carolina
$16.6K
CTWM
2024
Cherry Tree Wealth Management
Minnesota
$16.3K
AA
2025
AlphaMark Advisors
Kentucky
$16K +$16.1K +50 New

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.