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
CC
276
Chicago Capital
Illinois
$21.8M +$1.25M +4,087 +7%
SI
277
Stephens Inc
Arkansas
$21.7M -$7.89M -25,812 -28%
ZP
278
Zimmer Partners
New York
$21.5M -$1.53M -5,000 -7%
CIA
279
CCM Investment Advisers
South Carolina
$21.5M -$711K -2,328 -3%
Kayne Anderson Rudnick Investment Management
280
Kayne Anderson Rudnick Investment Management
California
$21.4M +$3.99M +13,054 +25%
HNB
281
Huntington National Bank
Ohio
$21.4M -$89.2K -292 -0.5%
Allianz Asset Management
282
Allianz Asset Management
Germany
$21.4M -$4.8M -15,694 -20%
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$21.3M +$890K +2,913 +5%
CSS
284
Cubist Systematic Strategies
Connecticut
$20.8M -$11M -36,004 -36%
SAM
285
Scopus Asset Management
New York
$20.8M +$170K +555 +0.9%
William Blair & Company
286
William Blair & Company
Illinois
$20.8M +$287K +940 +2%
Susquehanna International Group
287
Susquehanna International Group
Pennsylvania
$20.5M -$10.4M -33,938 -35%
WIC
288
Willis Investment Counsel
Georgia
$20.4M +$5.71M +18,685 +44%
FAF
289
Fjarde Ap-fonden
Sweden
$20.4M +$18.8M +61,405 New
Pathstone Holdings
290
Pathstone Holdings
New Jersey
$20.2M -$594K -1,944 -3%
TRSOTSOK
291
Teachers Retirement System of the State of Kentucky
Kentucky
$19.9M -$979K -3,205 -5%
GIM
292
Goelzer Investment Management
Indiana
$19.6M +$3.67K +12 +0%
VPIM
293
Vanguard Personalized Indexing Management
California
$19.4M +$1.37M +4,475 +8%
AF
294
Allworth Financial
California
$19.3M -$230K -753 -1%
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$19.3M +$1.31M +4,284 +8%
KBC Group
296
KBC Group
Belgium
$18.9M +$8.25M +26,995 +90%
X
297
Xponance
Pennsylvania
$18.8M +$334K +1,093 +2%
B
298
Bailard
California
$18.7M -$2.46M -8,067 -12%
AHC
299
Adell Harriman & Carpenter
Texas
$18.6M +$1.87M +6,108 +12%
ProShare Advisors
300
ProShare Advisors
Maryland
$18.6M -$1.41M -4,610 -8%

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.