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
EA
2026
Evolution Advisers
Virginia
$41K -$7.33K -24 -16%
CSWM
2027
Cassady Schiller Wealth Management
Ohio
$40.8K
CIR
2028
Clear Investment Research
Georgia
$40.7K
FMP
2029
Financial Management Professionals
Texas
$39K -$48.3K -158 -57%
BGA
2030
Battery Global Advisors
Massachusetts
$38.6K +$35.4K +116 New
DPW
2031
DiNuzzo Private Wealth
Pennsylvania
$38.4K -$611 -2 -2%
RWPA
2032
Richard W. Paul & Associates
Michigan
$38.4K
MSG
2033
Main Street Group
Virginia
$38.1K -$9.17K -30 -21%
GEA
2034
Glen Eagle Advisors
New Jersey
$37.4K +$2.14K +7 +7%
DIP
2035
DT Investment Partners
Pennsylvania
$37.1K +$34.2K +112 New
KOCAA
2036
Knights of Columbus Asset Advisors
Connecticut
$36.1K -$3.75M -12,277 -99%
RWML
2037
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$35.8K -$209K -683 -86%
QL
2038
Quarry LP
New York
$35.8K -$48.9K -160 -60%
WFA
2039
West Financial Advisors
Iowa
$35.5K +$32.7K +107 New
PP
2040
Pacifica Partners
Canada
$35.1K
RWA
2041
Redmont Wealth Advisors
Illinois
$35.1K
EBA
2042
Eagle Bay Advisors
New York
$34.5K -$6.72K -22 -17%
JFG
2043
JDM Financial Group
Texas
$34.5K +$1.22K +4 +4%
VNA
2044
Valley National Advisers
Pennsylvania
$34K -$170K -555 -84%
EIM
2045
Essex Investment Management
Massachusetts
$33.8K
GWMI
2046
Guardian Wealth Management (Illinois)
Illinois
$33.5K -$611 -2 -2%
MLA
2047
MB, Levis & Associates
Pennsylvania
$33.5K
DWA
2048
Delos Wealth Advisors
Texas
$33.1K -$7.94K -26 -21%
SWA
2049
SOA Wealth Advisors
New York
$33.1K
MAM
2050
Morse Asset Management
Connecticut
$33.1K +$30.6K +100 New

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.