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2,075 hedge funds and large institutions have $103B invested in Eaton in 2024 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 771 increasing their positions, 801 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 95

68% more call options, than puts

Call options by funds: $1.19B | Put options by funds: $709M

4% more funds holding

Funds holding: 2,0032,075 (+72)

0% less capital invested

Capital invested by funds: $103B → $103B (-$174M)

0.58% less ownership

Funds ownership: 82.94%82.36% (-0.58%)

4% less repeat investments, than reductions

Existing positions increased: 771 | Existing positions reduced: 801

10% less funds holding in top 10

Funds holding in top 10: 7366 (-7)

Holders
2,075
Holders Change
+72
Holders Change %
+3.59%
% of All Funds
29.97%
Holding in Top 10
66
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.59%
% of All Funds
0.95%
New
193
Increased
771
Reduced
801
Closed
95
Calls
$1.19B
Puts
$709M
Net Calls
+$481M
Net Calls Change
-$407M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
276
Envestnet Portfolio Solutions
Illinois
$21.5M -$3.3M -10,235 -13%
WB
277
WesBanco Bank
West Virginia
$21.2M -$1.05M -3,250 -5%
CIA
278
CCM Investment Advisers
South Carolina
$21.1M -$667K -2,066 -3%
ECM
279
ExodusPoint Capital Management
New York
$21.1M +$21.7M +67,227 New
URS
280
Utah Retirement Systems
Utah
$20.6M -$1.07M -3,300 -5%
HNB
281
Huntington National Bank
Ohio
$20.3M +$862K +2,670 +4%
B
282
Bailard
California
$20.3M -$103K -319 -0.5%
KC
283
Kadensa Capital
Hong Kong
$20.2M +$4.63M +14,326 +29%
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$20M +$2.57M +7,948 +14%
TRSOTSOK
285
Teachers Retirement System of the State of Kentucky
Kentucky
$19.9M -$4.48M -13,868 -18%
Pathstone Holdings
286
Pathstone Holdings
New Jersey
$19.7M -$1.04M -3,220 -5%
DBG
287
De Burlo Group
Massachusetts
$19.7M +$8.65M +26,800 +75%
SAM
288
Scopus Asset Management
New York
$19.5M -$41.6M -128,900 -67%
Marshall Wace
289
Marshall Wace
United Kingdom
$19.5M -$3.21M -9,931 -14%
CC
290
Chicago Capital
Illinois
$19.3M +$5.46M +16,916 +38%
William Blair & Company
291
William Blair & Company
Illinois
$19.3M +$968K +2,999 +5%
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$19.2M +$1.09M +3,361 +6%
ProShare Advisors
293
ProShare Advisors
Maryland
$19M +$1.93M +5,970 +11%
GIM
294
Goelzer Investment Management
Indiana
$18.6M -$628K -1,946 -3%
AF
295
Allworth Financial
California
$18.4M +$18.1M +55,917 +1,741%
Canada Pension Plan Investment Board
296
Canada Pension Plan Investment Board
Ontario, Canada
$18.4M -$66.1M -204,681 -78%
FAFTFSNP
297
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$18.4M +$19M +58,705 New
SOADOR
298
State of Alaska Department of Revenue
Alaska
$18.4M +$752K +2,330 +4%
PCH
299
Polar Capital Holdings
United Kingdom
$18.3M +$2.73M +8,459 +17%
Thrivent Financial for Lutherans
300
Thrivent Financial for Lutherans
Minnesota
$18.1M +$9.79M +30,319 +110%

ETN Hedge Fund Activity: Q2 2024 in Review

2,075 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q2 2024, worth a combined $103B — down 0.17% from $103B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new ETN positions and 95 closed out — a net gain of 98 holders — while 771 added to existing stakes and 801 trimmed.

The largest buyer was Jennison Associates, adding an estimated $1.11B. The largest seller was Fidelity Investments, cutting an estimated $976M.

  • 2,075 institutional investors held Eaton (ETN) as of Q2 2024, up from 2,003 in Q1 2024.
  • Funds reported $103B of Eaton stock for Q2 2024, down 0.17% quarter-over-quarter.
  • 193 funds opened new Eaton positions in Q2 2024 and 95 closed out, a net change of +98 holders.
  • The largest Eaton buyer in Q2 2024 was Jennison Associates, an estimated $1.11B added.
  • The largest Eaton seller in Q2 2024 was Fidelity Investments, an estimated $976M sold.

Based on aggregated 13F filings for Q2 2024.