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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
CBT
2051
Central Bank & Trust
Kentucky
$6.58K -$3.87K -12 -36%
CPG
2052
Custom Portfolio Group
Colorado
$6.27K
PO
2053
Private Ocean
California
$6.27K +$6.46K +20 New
CAM
2054
ClariVest Asset Management
California
$5.96K -$2.58K -8 -30%
IRC
2055
Investors Research Corp
Georgia
$5.96K
KFS
2056
Kelly Financial Services
Massachusetts
$5.26K
MIM
2057
Macroview Investment Management
Maryland
$5.02K -$8.72K -27 -63%
KWAG
2058
Kiely Wealth Advisory Group
North Carolina
$4.87K +$5.49K +17 New
PCM
2059
Perritt Capital Management
Illinois
$4.39K
RAM
2060
Riggs Asset Management
Pennsylvania
$3.45K +$646 +2 +22%
VF
2061
VitalStone Financial
Texas
$3.45K -$362K -1,122 -99%
NMG
2062
New Millennium Group
Utah
$3.45K +$3.55K +11 New
CSC
2063
Caldwell Sutter Capital
California
$3.14K
RL
2064
Rogco LP
Oklahoma
$3.14K +$3.23K +10 New
TWD
2065
True Wealth Design
Ohio
$2.82K +$646 +2 +29%
PCMC
2066
Planning Capital Management Corporation
Pennsylvania
$2.51K
BC
2067
Broadwater Capital
Massachusetts
$2.51K
FNWA
2068
Financial Network Wealth Advisors
Utah
$2.51K +$2.58K +8 New
FIA
2069
FPC Investment Advisory
California
$2.49K
LIM
2070
Longfellow Investment Management
Massachusetts
$2.19K -$969 -3 -30%
W
2071
WealthCollab
Washington
$1.88K
CFS
2072
CGC Financial Services
Oregon
$1.57K
CPA
2073
Clear Point Advisors
New York
$1.57K
TJHA
2074
Thomas J. Herzfeld Advisors
Florida
$1.25K +$1.29K +4 New
TCM
2075
TD Capital Management
Tennessee
$943

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.