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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
DBG
301
De Burlo Group
Massachusetts
$18.6M -$2.05M -6,700 -11%
CIBC World Market
302
CIBC World Market
Ontario, Canada
$18.5M +$1.66M +5,432 +11%
CIS
303
Connors Investor Services
Pennsylvania
$18.5M +$1.64M +5,366 +11%
HF
304
HRT Financial
New York
$18.4M -$9.13M -29,876 -35%
PAI
305
Pittenger & Anderson Inc
Nebraska
$18.3M +$471K +1,540 +3%
Ensign Peak Advisors
306
Ensign Peak Advisors
Utah
$18.3M -$8.31M -27,185 -33%
PD
307
Point72 (DIFC)
United Arab Emirates
$18M +$5.76M +18,868 +53%
Lido Advisors
308
Lido Advisors
California
$18M -$7.38M -24,138 -31%
CWM
309
CIBC World Markets
New York
$18M +$809K +2,649 +5%
AF
310
Alerus Financial
North Dakota
$17.9M -$797K -2,610 -5%
CAPTRUST Financial Advisors
311
CAPTRUST Financial Advisors
North Carolina
$17.9M +$524K +1,716 +3%
SOADOR
312
State of Alaska Department of Revenue
Alaska
$17.7M -$1.62M -5,310 -9%
CAM
313
Cresset Asset Management
Illinois
$17.7M -$91.4K -299 -0.6%
NYLIM
314
New York Life Investment Management
New York
$17.6M -$606K -1,984 -4%
LBC
315
Lowe Brockenbrough & Co
Virginia
$17.5M -$5.65M -18,488 -26%
AI
316
Atria Investments
North Carolina
$17.4M -$101K -330 -0.6%
DIA
317
Davidson Investment Advisors
Montana
$17.4M +$626K +2,049 +4%
APG Asset Management
318
APG Asset Management
Netherlands
$17.3M -$43.1M -141,224 -71%
WTFG
319
Wells Trecaso Financial Group
Ohio
$17.3M -$62.6K -205 -0.4%
BSA
320
Braun Stacey Associates
New York
$16.9M -$1.2M -3,925 -7%
FAB
321
First American Bank
Illinois
$16.9M -$663K -2,169 -4%
SCM
322
Sandler Capital Management
New York
$16.7M +$12.4M +40,506 +409%
WIA
323
World Investment Advisors
California
$16.7M +$13.9M +45,652 +982%
Tudor Investment Corp
324
Tudor Investment Corp
Connecticut
$16.6M -$22.1M -72,247 -59%
RCW
325
Rheos Capital Works
Japan
$16.6M +$10.7M +35,000 +233%

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.