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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
EC
2226
EdgeRock Capital
Colorado
-$119K -378 Closed
GLR
2227
Great Lakes Retirement
Ohio
-$116K -369 Closed
SA
2228
Scarborough Advisors
Maryland
-$83.1K -265 Closed
FF
2229
Friedenthal Financial
New Jersey
-$48K -153 Closed
SGC
2230
Slocum, Gordon & Co
Rhode Island
-$47K -150 Closed
RFG
2231
RFP Financial Group
Georgia
-$45.5K -145 Closed
DWS
2232
Dynamic Wealth Strategies
California
-$37K -118 Closed
MAM
2233
Magellan Asset Management
Australia
-$34.2K -109 Closed
LFA
2234
LGT Financial Advisors
Texas
-$32.6K -104 Closed
AP
2235
Antipodes Partners
Australia
-$28.8K -92 Closed
EC
2236
Elequin Capital
New York
-$26.7K -85 Closed
AA
2237
AlphaMark Advisors
Kentucky
-$16K -50 Closed
CWM
2238
CarsonAllaria Wealth Management
Illinois
-$7.84K -25 Closed
LIA
2239
Lynx Investment Advisory
District of Columbia
-$7.83K -25 Closed
FW
2240
Fairway Wealth
Ohio
-$7.53K -24 Closed
UWS
2241
Unique Wealth Strategies
Illinois
-$6.88K -22 Closed
CBT
2242
Central Bank & Trust
Kentucky
-$6.58K -21 Closed
KFS
2243
Kelly Financial Services
Massachusetts
-$5.26K -17 Closed
VF
2244
VitalStone Financial
Texas
-$3.45K -11 Closed
CFS
2245
CGC Financial Services
Oregon
-$1.57K -5 Closed
TJHA
2246
Thomas J. Herzfeld Advisors
Florida
-$1.25K -4 Closed
OBWP
2247
O'Brien Wealth Partners
Massachusetts
-$941 -3 Closed
PI
2248
PEAK6 Investments
Illinois
-$611 -2 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.