We are live on ! Find out more

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
SW
2151
Simplicity Wealth
New Jersey
-$4.09M -13,032 Closed
TSS
2152
Two Sigma Securities
New York
-$3.9M -12,752 Closed
ACM
2153
Arosa Capital Management
Florida
-$3.76M -12,000 Closed
AC
2154
AXQ Capital
New Jersey
-$3.59M -11,439 Closed
USAA
2155
United Services Automobile Association
Texas
-$3.57M -11,389 Closed
CD
2156
Chapin Davis
Maryland
-$3.35M -10,692 Closed
TF
2157
Trek Financial
Arizona
-$3.21M -10,229 Closed
BF
2158
BOK Financial
Oklahoma
-$3.16M -10,094 Closed
SP
2159
Symmetry Partners
Connecticut
-$3.1M -9,891 Closed
TI
2160
Trexquant Investment
Connecticut
-$3.07M -9,789 Closed
YIH
2161
Y-Intercept (HK)
Hong Kong
-$2.86M -9,134 Closed
NRD
2162
Nebula Research & Development
New York
-$2.32M -7,396 Closed
XT
2163
XTX Topco
Cayman Islands
-$2.01M -6,415 Closed
PIWA
2164
Prevail Innovative Wealth Advisors
Kansas
-$2.01M -6,413 Closed
WI
2165
WBI Investments
New Jersey
-$1.94M -6,178 Closed
CCIA
2166
Campbell & Co Investment Adviser
Maryland
-$1.8M -5,740 Closed
CS
2167
Capital Square
Tennessee
-$1.64M -5,110 Closed
Twin Tree Management
2168
Twin Tree Management
Texas
-$1.33M -4,340 Closed
PFMU
2169
Privium Fund Management (UK)
United Kingdom
-$1.2M -3,816 Closed
CIC
2170
Cornercap Investment Counsel
Georgia
-$1.16M -3,687 Closed
RL
2171
Retireful LLC
Michigan
-$1.08M -3,452 Closed
LAM
2172
LECAP Asset Management
United Kingdom
-$1.07M -3,409 Closed
UFF
2173
USA Financial Formulas
Michigan
-$1.02M -3,260 Closed
IA
2174
IFG Advisory
Georgia
-$984K -3,139 Closed
ECM
2175
Element Capital Management
New York
-$962K -3,069 Closed

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.