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
RIA
2176
Realta Investment Advisors
Delaware
-$952K -3,037 Closed
Capstone Investment Advisors
2177
Capstone Investment Advisors
New York
-$811K -2,655 Closed
MHS
2178
M Holdings Securities
Oregon
-$827K -2,639 Closed
MIC
2179
Maxi Investments CY
Cyprus
-$815K -2,600 Closed
ACM
2180
Allred Capital Management
Texas
-$804K -2,563 Closed
PAG
2181
Private Advisory Group
Washington
-$731K -2,333 Closed
PCMH
2182
Polymer Capital Management (HK)
Hong Kong
-$721K -2,300 Closed
WA
2183
Win Advisors
Florida
-$579K -1,847 Closed
PRC
2184
Pearl River Capital
Michigan
-$565K -1,802 Closed
WG
2185
Winton Group
United Kingdom
-$550K -1,753 Closed
CAS
2186
CTC Alternative Strategies
Illinois
-$502K -1,600 Closed
VC
2187
Vicus Capital
Pennsylvania
-$495K -1,578 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
2188
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$494K -1,575 Closed
RPWA
2189
Regent Peak Wealth Advisors
Georgia
-$493K -1,572 Closed
CPM
2190
Connective Portfolio Management
New York
-$481K -1,535 Closed
TWP
2191
Triad Wealth Partners
Kansas
-$473K -1,509 Closed
AC
2192
Allstate Corporation
Illinois
-$458K -1,460 Closed
BCM
2193
Bayesian Capital Management
New York
-$410K -1,309 Closed
OHWA
2194
Oak Hill Wealth Advisors
Virginia
-$397K -1,300 Closed
TPWA
2195
TRUE Private Wealth Advisors
Oregon
-$395K -1,260 Closed
CT
2196
ClearAlpha Technologies
Connecticut
-$352K -1,123 Closed
SRSA
2197
S.R. Schill & Associates
Washington
-$331K -1,056 Closed
VanEck Associates
2198
VanEck Associates
New York
-$323K -1,031 Closed
WAS
2199
Wealth Advisory Solutions
Indiana
-$323K -1,029 Closed
TIM
2200
Tevis Investment Management
Texas
-$316K -1,009 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.