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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
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$802M +$183M +597,700 +33%
Legal & General Group
27
Legal & General Group
United Kingdom
$794M -$39.1M -127,827 -5%
UBS AM
28
UBS AM
Illinois
$754M +$498M +1,629,856 +253%
Charles Schwab
29
Charles Schwab
California
$735M +$1.08M +3,528 +0.2%
UBS Group
30
UBS Group
Switzerland
$731M +$18.6M +60,930 +3%
Pictet Asset Management
31
Pictet Asset Management
Switzerland
$626M -$44.6M -145,906 -7%
TD Asset Management
32
TD Asset Management
Ontario, Canada
$600M -$14.5M -47,560 -3%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$573M +$148M +483,290 +39%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$498M -$38.4M -125,653 -8%
Citadel Advisors
35
Citadel Advisors
Florida
$483M +$153M +499,663 +52%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$481M -$38.2M -125,120 -8%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$471M +$12.2M +40,078 +3%
Stifel Financial
38
Stifel Financial
Missouri
$468M -$4.39M -14,358 -1%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$455M -$3.42M -11,181 -0.8%
Winslow Capital Management
40
Winslow Capital Management
Minnesota
$448M +$167M +547,210 +68%
Deutsche Bank
41
Deutsche Bank
Germany
$436M +$167M +545,392 +71%
Barclays
42
Barclays
United Kingdom
$428M -$50.3M -164,493 -11%
Baillie Gifford & Co
43
Baillie Gifford & Co
United Kingdom
$417M -$12.5M -41,017 -3%
Swiss National Bank
44
Swiss National Bank
Switzerland
$393M +$856K +2,800 +0.2%
Bessemer Group
45
Bessemer Group
New Jersey
$373M -$194K -634 -0.1%
Millennium Management
46
Millennium Management
New York
$363M +$60.1M +196,610 +22%
BG
47
Bahl & Gaynor
Ohio
$352M -$36.2M -118,571 -10%
Artisan Partners
48
Artisan Partners
Wisconsin
$340M -$39.3M -128,541 -11%
DZ Bank
49
DZ Bank
Germany
$339M -$425M -1,389,829 -58%
Mirae Asset Global ETFs Holdings
50
Mirae Asset Global ETFs Holdings
Hong Kong
$309M +$5.49M +17,972 +2%

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.