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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
Deutsche Bank
51
Deutsche Bank
Germany
$241M -$64.9M -201,005 -21%
National Pension Service
52
National Pension Service
South Korea
$240M +$947K +2,934 +0.4%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$238M -$1.86M -5,765 -0.8%
Swedbank
54
Swedbank
Sweden
$226M +$233M +720,696 New
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$225M +$1.29M +3,987 +0.6%
Lord, Abbett & Co
56
Lord, Abbett & Co
New Jersey
$217M -$31.4M -97,185 -12%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$215M -$3.77M -11,689 -2%
Assenagon Asset Management
58
Assenagon Asset Management
Luxembourg
$211M +$205M +634,059 +1,604%
DekaBank Deutsche Girozentrale
59
DekaBank Deutsche Girozentrale
Germany
$206M -$15.8M -48,852 -7%
Balyasny Asset Management
60
Balyasny Asset Management
Illinois
$204M -$4.91M -15,209 -2%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$203M +$1.7M +5,255 +0.8%
UBS AM
62
UBS AM
Illinois
$202M -$246M -762,557 -54%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$199M -$111M -343,855 -35%
EAM
64
Eagle Asset Management
Florida
$188M +$7.12M +22,062 +4%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$186M +$4.94M +15,291 +3%
Los Angeles Capital Management
66
Los Angeles Capital Management
California
$178M -$10.7M -33,269 -6%
Truist Financial
67
Truist Financial
North Carolina
$177M +$6.06M +18,783 +3%
Arrowstreet Capital
68
Arrowstreet Capital
Massachusetts
$173M +$164M +507,316 +1,133%
Lazard Asset Management
69
Lazard Asset Management
New York
$171M +$3.64M +11,270 +2%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$169M -$31M -95,920 -15%
Mitsubishi UFJ Asset Management
71
Mitsubishi UFJ Asset Management
Japan
$167M +$17.8M +55,241 +12%
CAM
72
Congress Asset Management
Massachusetts
$163M -$16.4M -50,743 -9%
AQR Capital Management
73
AQR Capital Management
Connecticut
$160M +$64M +198,180 +64%
First Trust Advisors
74
First Trust Advisors
Illinois
$159M +$53.2M +164,634 +48%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$155M +$17.6M +54,546 +12%

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.