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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
WIM
2001
Westside Investment Management
California
$64.9K
CIA
2002
Cape Investment Advisory
Georgia
$64K
FFC
2003
First Financial Corp
Indiana
$60.7K -$13.1K -43 -19%
MWM
2004
Mascoma Wealth Management
New Hampshire
$60K
DF
2005
Dunhill Financial
United Kingdom
$58.3K +$16.5K +54 +44%
AP
2006
Atwood & Palmer
Missouri
$57K +$26.6K +87 +102%
AWA
2007
Authentikos Wealth Advisory
California
$57K +$52.6K +172 New
CPG
2008
Cornerstone Planning Group
New Jersey
$56.3K +$2.75K +9 +6%
VWA
2009
Valued Wealth Advisors
Utah
$56K +$611 +2 +1%
SIC
2010
SJS Investment Consulting
Ohio
$55.4K
SN
2011
Sittner & Nelson
Oregon
$54K
FFA
2012
Frazier Financial Advisors
Ohio
$53K -$3.97K -13 -8%
C
2013
Covestor
United Kingdom
$53K -$1.22K -4 -2%
TWD
2014
True Wealth Design
Ohio
$51.4K +$44.6K +146 +1,622%
GTAM
2015
Global Trust Asset Management
Florida
$49.7K
WOSD
2016
WFA of San Diego
California
$49.7K
NIC
2017
Northwest Investment Counselors
Oregon
$49.7K +$45.8K +150 New
NMM
2018
Naples Money Management
Florida
$49.4K +$6.11K +20 +16%
GA
2019
GoalVest Advisory
New York
$49.1K +$45.2K +148 New
PCWA
2020
Pacific Capital Wealth Advisors
California
$48.4K +$2.75K +9 +7%
CHA
2021
Carmichael Hill & Associates
Maryland
$47.4K +$13.7K +45 +46%
NFSG
2022
Newbridge Financial Services Group
Florida
$45.4K -$359K -1,174 -90%
TAM
2023
Tucker Asset Management
Colorado
$43.1K -$3.06K -10 -7%
CSB
2024
City State Bank
Iowa
$43.1K
FP
2025
Financial Perspectives
Minnesota
$41.1K

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.