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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
RPI
251
Railway Pension Investments
United Kingdom
$25.9M -$672K -2,200 -3%
RJT
252
Raymond James Trust
Florida
$25M +$399K +1,307 +2%
Calamos Advisors
253
Calamos Advisors
Illinois
$24.9M -$564K -1,846 -2%
CET
254
Clean Energy Transition
United Kingdom
$24.6M -$67.3M -220,335 -75%
PP
255
Prospector Partners
Connecticut
$24.6M +$431K +1,411 +2%
BFA
256
Bragg Financial Advisors
North Carolina
$24.6M -$448K -1,467 -2%
NRG
257
Nemes Rush Group
Michigan
$24.3M -$255K -836 -1%
Acadian Asset Management
258
Acadian Asset Management
Massachusetts
$24.2M -$10.2M -33,435 -31%
JF
259
Jump Financial
Illinois
$24.2M +$10M +32,736 +81%
Envestnet Portfolio Solutions
260
Envestnet Portfolio Solutions
Illinois
$24.2M +$1.39M +4,552 +7%
WB
261
WesBanco Bank
West Virginia
$24.2M +$1.69M +5,539 +8%
NIMI
262
Natixis Investment Managers International
France
$24M +$22.2M +72,535 New
AT
263
AMF Tjänstepension
Sweden
$24M
Focus Partners Wealth
264
Focus Partners Wealth
Massachusetts
$23.9M +$38M +124,450 +553%
1832 Asset Management
265
1832 Asset Management
Ontario, Canada
$23.5M -$89M -291,142 -80%
VHAM
266
Van Hulzen Asset Management
California
$23.5M -$5.63M -18,438 -21%
CIG
267
Cullen Investment Group
Louisiana
$23.5M -$1.83K -6 -0%
OC
268
Oppenheimer & Co
New York
$23.4M -$743K -2,431 -3%
CAI
269
Capital Advisors Inc
Oklahoma
$23.4M +$498K +1,629 +2%
OCM
270
Oribel Capital Management
New York
$22.9M -$14.8M -48,400 -41%
MWM
271
Moran Wealth Management
Florida
$22.6M -$525K -1,719 -2%
SEM
272
Suncoast Equity Management
Florida
$22.6M -$959K -3,139 -4%
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$22.2M +$107K +350 +0.5%
BCIM
274
British Columbia Investment Management
British Columbia, Canada
$22.1M -$3.02M -9,881 -13%
URS
275
Utah Retirement Systems
Utah
$21.9M +$77.9K +255 +0.4%

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.