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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
HWM
2026
Horizons Wealth Management
North Carolina
$15.6K
GWSA
2027
Global Wealth Strategies & Associates
Colorado
$15.1K
LAM
2028
Lummis Asset Management
Texas
$15.1K
PPWM
2029
PFG Private Wealth Management
Florida
$15.1K
SC
2030
Solstein Capital
California
$14.4K
MWA
2031
MFA Wealth Advisors
Pennsylvania
$13.5K +$13.9K +43 New
CMP
2032
Coston McIsaac & Partners
Maine
$12K
FPB
2033
First PREMIER Bank
South Dakota
$12K
OLVIG
2034
Oliver Lagore Vanvalin Investment Group
Michigan
$11.9K -$1.29K -4 -10%
RTL
2035
Red Tortoise LLC
Georgia
$11.9K
RWM
2036
Ruedi Wealth Management
Illinois
$11.6K +$11.9K +37 New
AFS
2037
Annapolis Financial Services
Maryland
$11.3K
AW
2038
Avion Wealth
Texas
$11K +$1.94K +6 +20%
SWM
2039
Sugarloaf Wealth Management
Georgia
$11K
HWM
2040
HighMark Wealth Management
Minnesota
$10.7K -$2.26K -7 -19%
HI
2041
Hoey Investments
Pennsylvania
$9.41K
AA
2042
Addison Advisors
Vermont
$9.41K +$6.78K +21 +233%
JFA
2043
JNBA Financial Advisors
Minnesota
$8.78K -$2.91K -9 -24%
CWM
2044
CarsonAllaria Wealth Management
Illinois
$7.84K -$8.07K -25 -50%
TCM
2045
Tributary Capital Management
Nebraska
$7.84K -$323 -1 -4%
BFPW
2046
BOK Financial Private Wealth
Colorado
$7.84K +$8.07K +25 New
LIA
2047
Lynx Investment Advisory
District of Columbia
$7.83K +$8.07K +25 New
ETS
2048
ESL Trust Services
New York
$7.53K +$7.75K +24 New
FW
2049
Fairway Wealth
Ohio
$7.53K +$7.75K +24 New
UWS
2050
Unique Wealth Strategies
Illinois
$6.88K +$7.1K +22 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.