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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
LIP
326
Liontrust Investment Partners
United Kingdom
$15.7M +$16.1M +50,000 New
AC
327
Albar Capital
United Kingdom
$15.6M +$16M +49,629 New
PR
328
Payden & Rygel
California
$15.5M -$1.81M -5,600 -10%
PRIG
329
Payden & Rygel Investment Group
California
$15.5M -$1.81M -5,600 -10%
LA
330
LBP AM
France
$15.5M -$10.3M -31,800 -39%
FNT
331
First Nebraska Trust
Nebraska
$15.4M -$146K -451 -0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
332
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.3M +$4.17M +12,902 +36%
AAS
333
Avantax Advisory Services
Texas
$15.2M +$9.4M +29,102 +149%
BCM
334
Becker Capital Management
Oregon
$15.1M -$2.09M -6,474 -12%
BAAM
335
Baker Avenue Asset Management
California
$15M -$1.67M -5,182 -10%
PMAM
336
Picton Mahoney Asset Management
Ontario, Canada
$14.8M -$386K -1,197 -2%
EFIC
337
Eliot Finkel Investment Counsel
California
$14.6M -$226K -700 -1%
BIAS
338
Beacon Investment Advisory Services
New Jersey
$14.3M -$2.49M -7,720 -14%
BFM
339
Boothbay Fund Management
New York
$14.2M +$6.75M +20,910 +85%
FFBTD
340
First Financial Bank - Trust Division
Ohio
$14.2M -$2.2M -6,800 -13%
MC
341
Moors & Cabot
Massachusetts
$14.2M -$480K -1,488 -3%
Wealthfront Advisers
342
Wealthfront Advisers
California
$14.1M +$549K +1,701 +4%
TCOV
343
Trust Company of Vermont
Vermont
$14M -$420K -1,301 -3%
MML Investors Services
344
MML Investors Services
Massachusetts
$14M -$406K -1,256 -3%
BCM
345
Bourgeon Capital Management
Connecticut
$13.9M +$39.1K +121 +0.3%
RP
346
Rice Partnership
Hawaii
$13.7M -$92K -285 -0.6%
TPCM
347
Two Point Capital Management
New York
$13.7M +$33.9K +105 +0.2%
FDP
348
Financiere des Professionnels
Quebec, Canada
$13.5M -$3.45M -10,672 -20%
WIC
349
Willis Investment Counsel
Georgia
$13.5M
QIM
350
Quantitative Investment Management
Virginia
$13.4M +$13.8M +42,860 New

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.