We are live on ! Find out more

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
BFIM
376
Beese Fulmer Investment Management
Ohio
$11.9M +$7.52M +23,292 +159%
RCM
377
RNC Capital Management
California
$11.9M -$1.5M -4,660 -11%
NAMM
378
NorthStar Asset Management (Massachusetts)
Massachusetts
$11.8M -$1.71M -5,297 -12%
Kovitz Investment Group Partners
379
Kovitz Investment Group Partners
Illinois
$11.8M +$196K +608 +2%
HIP
380
Harrell Investment Partners
Texas
$11.7M -$321K -994 -3%
ROC
381
Running Oak Capital
Minnesota
$11.7M -$881K -2,729 -7%
FMI
382
F/M Investments
District of Columbia
$11.7M +$12M +37,129 New
EGM
383
Engineers Gate Manager
New York
$11.6M +$10.9M +33,776 +1,022%
LNB
384
Ledyard National Bank
$11.6M -$1.59M -4,939 -12%
BFO
385
Boston Family Office
Massachusetts
$11.6M +$145K +448 +1%
IGAM
386
iA Global Asset Management
Quebec, Canada
$11.5M +$10.6M +32,789 +848%
Brown Advisory
387
Brown Advisory
Maryland
$11.5M -$127K -392 -1%
Group One Trading
388
Group One Trading
Illinois
$11.4M +$620K +1,919 +6%
NRS
389
Neville Rodie & Shaw
New York
$11.2M +$2.93M +9,075 +34%
PD
390
Point72 (DIFC)
United Arab Emirates
$11.2M +$11.5M +35,565 New
UCFA
391
United Capital Financial Advisors
Texas
$11.1M +$718K +2,225 +7%
SIA
392
Sit Investment Associates
Minnesota
$11.1M +$1.03M +3,190 +10%
FNBOO
393
First National Bank of Omaha
Nebraska
$11M +$1.19M +3,676 +12%
SCA
394
Snowden Capital Advisors
New York
$11M -$138K -426 -1%
BNP Paribas Asset Management
395
BNP Paribas Asset Management
France
$10.9M +$2.29M +7,095 +26%
Rafferty Asset Management
396
Rafferty Asset Management
New York
$10.8M +$400K +1,240 +4%
OPERF
397
Oregon Public Employees Retirement Fund
Oregon
$10.8M +$63K +195 +0.6%
EMPI
398
Elo Mutual Pension Insurance
Finland
$10.7M -$718K -2,224 -6%
HFS
399
Haverford Financial Services
Pennsylvania
$10.6M -$1.76M -5,462 -14%
PAG
400
Private Advisor Group
New Jersey
$10.4M +$593K +1,838 +6%

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.