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
PAG
376
Private Advisor Group
New Jersey
$12.8M +$1.68M +5,508 +17%
PMAM
377
Picton Mahoney Asset Management
Ontario, Canada
$12.8M -$2.66M -8,721 -18%
SIA
378
Sit Investment Associates
Minnesota
$12.7M +$904K +2,959 +8%
JMFC
379
J.M. Forbes & Co
Massachusetts
$12.7M +$22.9K +75 +0.2%
EMPI
380
Elo Mutual Pension Insurance
Finland
$12.6M +$1.14M +3,735 +11%
LSA
381
L & S Advisors
California
$12.5M +$2.98M +9,744 +35%
NAMM
382
NorthStar Asset Management (Massachusetts)
Massachusetts
$12.4M -$94.4K -309 -0.8%
UCFA
383
United Capital Financial Advisors
Texas
$12.4M +$553K +1,810 +5%
Kovitz Investment Group Partners
384
Kovitz Investment Group Partners
Illinois
$12.4M +$2.11M +6,913 +18%
DC
385
Davenport & Co
Virginia
$12.2M +$3.06M +10,006 +37%
SSB
386
Sandy Spring Bank
Maryland
$12M +$2.05M +6,721 +23%
NRS
387
Neville Rodie & Shaw
New York
$11.9M +$104K +342 +1%
Brown Advisory
388
Brown Advisory
Maryland
$11.9M -$214K -702 -2%
RCM
389
RNC Capital Management
California
$11.9M
KPWS
390
Kestra Private Wealth Services
Texas
$11.8M +$830K +2,716 +8%
AWM
391
AE Wealth Management
Kansas
$11.8M +$2.11M +6,913 +24%
MYAM
392
Meiji Yasuda Asset Management
Japan
$11.8M -$932K -3,051 -8%
Verition Fund Management
393
Verition Fund Management
Connecticut
$11.7M -$2.19M -7,155 -17%
NIM
394
NEOS Investment Management
Connecticut
$11.7M +$3.1M +10,151 +40%
FMI
395
F/M Investments
District of Columbia
$11.7M -$584K -1,911 -5%
HIP
396
Harrell Investment Partners
Texas
$11.6M -$708K -2,318 -6%
QCM
397
Quantinno Capital Management
New York
$11.4M +$3.52M +11,506 +50%
Rafferty Asset Management
398
Rafferty Asset Management
New York
$11.4M -$36.4K -119 -0.3%
FNBOO
399
First National Bank of Omaha
Nebraska
$11.3M -$327K -1,069 -3%
OPERF
400
Oregon Public Employees Retirement Fund
Oregon
$11.3M -$88.6K -290 -0.8%

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.