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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
BFA
2126
Buttonwood Financial Advisors
Maryland
-$313K -1,000 Closed
HBWM
2127
Hollow Brook Wealth Management
New York
-$299K -956 Closed
SGCA
2128
Steel Grove Capital Advisors
Tennessee
-$297K -951 Closed
BWA
2129
Burt Wealth Advisors
Maryland
-$293K -936 Closed
WW
2130
Westshore Wealth
California
-$293K -936 Closed
EW
2131
Evoke Wealth
California
-$286K -914 Closed
FTUS
2132
Flow Traders U.S.
New York
-$285K -913 Closed
RWM
2133
Revisor Wealth Management
Ohio
-$250K -904 Closed
MAM
2134
Morse Asset Management
Connecticut
-$270K -865 Closed
RP
2135
Riverwater Partners
Wisconsin
-$260K -831 Closed
TIA
2136
Tandem Investment Advisors
South Carolina
-$259K -827 Closed
PAA
2137
Peregrine Asset Advisers
Oregon
-$255K -816 Closed
CPA
2138
Cardiff Park Advisors
California
-$241K -770 Closed
SBIA
2139
Sheaff Brock Investment Advisors
Indiana
-$238K -761 Closed
BWM
2140
BKM Wealth Management
Wisconsin
-$232K -743 Closed
AGP
2141
Autumn Glory Partners
Texas
-$227K -725 Closed
STCOSD
2142
Sageworth Trust Company of South Dakota
South Dakota
-$225K -719 Closed
HC
2143
Henshaw Capital
Massachusetts
-$224K -717 Closed
IIM
2144
InTrack Investment Management
Vermont
-$220K -703 Closed
KLC
2145
Knowledge Leaders Capital
Colorado
-$218K -698 Closed
AIM
2146
AHL Investment Management
Florida
-$215K -689 Closed
WFA
2147
Wellspring Financial Advisors
Ohio
-$213K -681 Closed
MWA
2148
Motive Wealth Advisors
Michigan
-$212K -678 Closed
SGI
2149
Summit Global Investments
Utah
-$212K -678 Closed
WI
2150
WrapManager Inc
California
-$211K -675 Closed

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.