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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
Charles Schwab
26
Charles Schwab
California
$694M +$10.9M +33,883 +2%
UBS Group
27
UBS Group
Switzerland
$672M +$133M +413,152 +24%
Franklin Resources
28
Franklin Resources
California
$660M -$8.73M -27,025 -1%
Ameriprise
29
Ameriprise
Minnesota
$640M -$469M -1,453,302 -42%
Pictet Asset Management
30
Pictet Asset Management
Switzerland
$638M -$28.8M -89,347 -4%
TD Asset Management
31
TD Asset Management
Ontario, Canada
$588M -$8.97M -27,769 -1%
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$571M +$163M +503,475 +38%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$510M +$6.25M +19,361 +1%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$494M -$5.46M -16,903 -1%
Barclays
35
Barclays
United Kingdom
$457M +$144M +445,903 +44%
Stifel Financial
36
Stifel Financial
Missouri
$447M -$9.36M -29,005 -2%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$434M -$17.9M -55,331 -4%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$433M -$21.8M -67,402 -5%
Baillie Gifford & Co
39
Baillie Gifford & Co
United Kingdom
$408M -$10.2M -31,576 -2%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$391M -$21.5M -66,597 -5%
Swiss National Bank
41
Swiss National Bank
Switzerland
$371M -$3.84M -11,900 -1%
BG
42
Bahl & Gaynor
Ohio
$370M -$41.7M -129,064 -10%
Artisan Partners
43
Artisan Partners
Wisconsin
$362M +$45.4M +140,594 +14%
Bessemer Group
44
Bessemer Group
New Jersey
$353M -$104M -321,505 -22%
Citadel Advisors
45
Citadel Advisors
Florida
$300M -$73.8M -228,498 -19%
Mirae Asset Global ETFs Holdings
46
Mirae Asset Global ETFs Holdings
Hong Kong
$287M +$295M +914,583 New
Millennium Management
47
Millennium Management
New York
$282M +$130M +403,471 +81%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$266M -$4.89M -15,135 -2%
Winslow Capital Management
49
Winslow Capital Management
Minnesota
$252M +$260M +804,720 New
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$248M -$15.5M -48,085 -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.