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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
MSRPS
501
Maryland State Retirement & Pension System
Maryland
$7.63M -$2.52M -8,243 -26%
IIM
502
INTECH Investment Management
Florida
$7.61M -$2.45M -8,013 -26%
BFS
503
Bradley Foster & Sargent
Connecticut
$7.58M +$1.89M +6,179 +37%
SL
504
Summitry LLC
California
$7.53M +$23.2K +76 +0.3%
LFAS
505
Level Four Advisory Services
Texas
$7.53M +$7.94K +26 +0.1%
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$7.52M +$308K +1,007 +5%
MWS
507
Maxwell Wealth Strategies
California
$7.45M +$2.31M +7,545 +52%
LSERS
508
Louisiana State Employees Retirement System
Louisiana
$7.42M -$61.1K -200 -0.9%
NA
509
Navellier & Associates
Nevada
$7.3M -$4.87M -15,945 -42%
SAM
510
Securian Asset Management
Minnesota
$7.3M -$296K -970 -4%
CCB
511
Country Club Bank
Missouri
$7.3M -$195K -638 -3%
First Manhattan
512
First Manhattan
New York
$7.22M +$92.3K +302 +1%
BG
513
BDF Gestion
France
$7.2M
KWM
514
Kingsview Wealth Management
Oregon
$7.18M -$238K -778 -3%
RIM
515
Reliant Investment Management
Tennessee
$7.05M +$153K +500 +2%
FIM
516
FWL Investment Management
Texas
$7.03M +$976K +3,194 +18%
JSC
517
Jackson Square Capital
California
$7.02M +$5.25M +17,173 +428%
SAM
518
Strategy Asset Managers
California
$7.02M -$3.41M -11,168 -35%
SW
519
StrongBox Wealth
Missouri
$7.01M +$638K +2,089 +11%
EGM
520
Engineers Gate Manager
New York
$6.99M -$4.89M -16,006 -43%
LFP
521
Leeward Financial Partners
Washington
$6.88M +$237K +777 +4%
PGAM
522
Princeton Global Asset Management
New Jersey
$6.86M +$137K +449 +2%
GI
523
GAMCO Investors
Connecticut
$6.83M +$410K +1,342 +7%
TFA
524
Transamerica Financial Advisors
Florida
$6.8M -$1.29M -4,236 -17%
PCM
525
Pinnbrook Capital Management
New York
$6.78M +$2.43M +7,940 +63%

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.