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2,123 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, 740 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: 740

8% more funds holding in top 10

Funds holding in top 10: 6671 (+5)

2% more funds holding

Funds holding: 2,0752,123 (+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
2,123
Holders Change
+48
Holders Change %
+2.31%
% of All Funds
30.49%
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
740
Closed
123
Calls
$1.18B
Puts
$820M
Net Calls
+$361M
Net Calls Change
-$120M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
2076
PFG Private Wealth Management
Florida
$15.9K
SC
2077
Solstein Capital
California
$15.2K
LOIP
2078
Live Oak Investment Partners
Texas
$14.9K
MIM
2079
Macroview Investment Management
Maryland
$14.6K +$8.55K +28 +175%
MWA
2080
MFA Wealth Advisors
Pennsylvania
$14.3K
FAM
2081
Flaharty Asset Management
Florida
$13.6K +$12.5K +41 New
RTL
2082
Red Tortoise LLC
Georgia
$12.6K
AFS
2083
Annapolis Financial Services
Maryland
$12.4K +$306 +1 +3%
SWM
2084
Sugarloaf Wealth Management
Georgia
$11.6K
HNB
2085
Hilltop National Bank
Wyoming
$9.94K +$9.17K +30 New
HI
2086
Hoey Investments
Pennsylvania
$9.41K
JFA
2087
JNBA Financial Advisors
Minnesota
$9.28K
HWM
2088
HighMark Wealth Management
Minnesota
$8.62K -$917 -3 -10%
BFPW
2089
BOK Financial Private Wealth
Colorado
$8.29K
TCM
2090
Tributary Capital Management
Nebraska
$8.29K
HB
2091
Horizon Bancorp
Indiana
$8K +$7.03K +23 New
ETS
2092
ESL Trust Services
New York
$7.96K
CA
2093
Claris Advisors
Missouri
$7.62K +$7.03K +23 New
CFG
2094
Copley Financial Group
California
$6.96K +$6.42K +21 New
IRC
2095
Investors Research Corp
Georgia
$6.3K
KWAG
2096
Kiely Wealth Advisory Group
North Carolina
$6.29K
RWM
2097
Ruedi Wealth Management
Illinois
$5.97K -$5.8K -19 -51%
CAM
2098
ClariVest Asset Management
California
$5.96K
CWA
2099
Carolina Wealth Advisors
South Carolina
$5.63K +$5.19K +17 New
FA
2100
Financial Avengers
California
$5.63K +$5.19K +17 New

ETN Hedge Fund Activity: Q3 2024 in Review

2,123 of the 6,964 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 740 trimmed.

The largest buyer was UBS AM, adding an estimated $498M. The largest seller was Fidelity Investments, cutting an estimated $1.54B.

  • 2,123 institutional investors held Eaton (ETN) as of Q3 2024, up from 2,075 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.