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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
IWA
2201
IBEX Wealth Advisors
New Jersey
-$313K -1,000 Closed
LGF
2202
LGT Group Foundation
Liechtenstein
-$314K -1,000 Closed
YCG
2203
Yeomans Consulting Group
Georgia
-$309K -987 Closed
CA
2204
Crewe Advisors
Utah
-$309K -985 Closed
AFP
2205
Alpha Financial Partners
Kentucky
-$304K -971 Closed
CST
2206
Charles Schwab Trust
Nevada
-$300K -958 Closed
RT
2207
Rockland Trust
Massachusetts
-$299K -952 Closed
CWM
2208
Campbell Wealth Management
Virginia
-$294K -937 Closed
I
2209
INVST
Indiana
-$289K -925 Closed
DCM
2210
Driehaus Capital Management
Illinois
-$278K -887 Closed
PSP
2211
Pacific Sage Partners
Washington
-$270K -861 Closed
PRS
2212
Pinkerton Retirement Specialists
Idaho
-$270K -861 Closed
SEC
2213
Seven Eight Capital
New York
-$270K -860 Closed
W
2214
Wealthquest
Ohio
-$265K -844 Closed
WP
2215
WealthPLAN Partners
Nebraska
-$249K -793 Closed
CC
2216
Corton Capital
Ontario, Canada
-$246K -785 Closed
VCG
2217
Vantage Consulting Group
Virginia
-$229K -729 Closed
SP
2218
Systematic Portfolios
New York
-$226K -721 Closed
LSIA
2219
LaSalle St. Investment Advisors
Illinois
-$225K -718 Closed
PCM
2220
Prelude Capital Management
New York
-$214K -684 Closed
GAB
2221
German American Bancorp
Indiana
-$209K -665 Closed
NPT
2222
National Philanthropic Trust
Pennsylvania
-$205K -654 Closed
AWA
2223
Arete Wealth Advisors
Illinois
-$201K -644 Closed
FL
2224
Fort LP
Maryland
-$202K -644 Closed
GCS
2225
Gordian Capital (Singapore)
Singapore
-$182K -580 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.