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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
PCM
2101
Perritt Capital Management
Illinois
$4.64K
AWM
2102
Activest Wealth Management
Florida
$4.63K +$4.28K +14 New
SIM
2103
Studio Investment Management
Illinois
$3.98K +$3.67K +12 New
NMG
2104
New Millennium Group
Utah
$3.65K
CSC
2105
Caldwell Sutter Capital
California
$3.31K
RL
2106
Rogco LP
Oklahoma
$3.31K
IAIM
2107
International Assets Investment Management
Florida
$3.24K +$327M +1,070,024 +27,076%
RAM
2108
Riggs Asset Management
Pennsylvania
$2.98K -$611 -2 -18%
BCM
2109
Blume Capital Management
California
$2.98K +$2.75K +9 New
FIA
2110
FPC Investment Advisory
California
$2.68K
PG
2111
Proffitt & Goodson
Tennessee
$2.65K -$25.4K -83 -91%
BC
2112
Broadwater Capital
Massachusetts
$2.65K
LIM
2113
Longfellow Investment Management
Massachusetts
$2.32K
W
2114
WealthCollab
Washington
$1.99K
BIM
2115
Breakwater Investment Management
Washington
$1.66K -$23.8K -78 -94%
CPA
2116
Clear Point Advisors
New York
$1.66K
TC
2117
Trust Company
Kansas
$1.66K +$1.53K +5 New
TCM
2118
TD Capital Management
Tennessee
$1K
SWS
2119
SYSTM Wealth Solutions
Illinois
$995 -$685K -2,243 -100%
FNWA
2120
Financial Network Wealth Advisors
Utah
$994 -$1.53K -5 -63%
RWM
2121
Reston Wealth Management
Virginia
$663 +$611 +2 New
MFG
2122
Mendota Financial Group
Wisconsin
$332 +$306 +1 New
WOC
2123
West Oak Capital
California
$331
FGC
2124
Financial Gravity Companies
Texas
$331 +$306 +1 New
CMP
2125
Coston McIsaac & Partners
Maine
$13

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.