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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
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$306M +$22.7M +74,415 +9%
National Pension Service
52
National Pension Service
South Korea
$287M +$30.4M +99,381 +13%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$256M -$6.28M -20,556 -3%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$244M +$5.77M +18,893 +3%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$240M -$10.6M -34,821 -5%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$225M -$2.12M -6,944 -1%
Swedbank
57
Swedbank
Sweden
$224M -$14.1M -46,194 -6%
Natixis Advisors
58
Natixis Advisors
Massachusetts
$223M +$40.4M +132,245 +25%
DekaBank Deutsche Girozentrale
59
DekaBank Deutsche Girozentrale
Germany
$220M +$5.54M +18,125 +3%
EAM
60
Eagle Asset Management
Florida
$216M -$3.88M -12,694 -2%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$213M -$897K -2,935 -0.5%
Lord, Abbett & Co
62
Lord, Abbett & Co
New Jersey
$205M -$23.1M -75,646 -11%
First Trust Advisors
63
First Trust Advisors
Illinois
$202M +$31.6M +103,267 +20%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$196M -$73.9K -242 -0%
Truist Financial
65
Truist Financial
North Carolina
$193M +$6.37M +20,841 +4%
Lazard Asset Management
66
Lazard Asset Management
New York
$193M +$11.2M +36,717 +7%
Mitsubishi UFJ Asset Management
67
Mitsubishi UFJ Asset Management
Japan
$192M +$14.6M +47,700 +9%
VOYA Investment Management
68
VOYA Investment Management
Georgia
$192M -$16.8M -55,120 -9%
SEI Investments
69
SEI Investments
Pennsylvania
$191M +$34.2M +111,864 +24%
Axa
70
Axa
France
$180M +$18.8M +61,542 +13%
CAM
71
Congress Asset Management
Massachusetts
$173M +$323K +1,056 +0.2%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$163M +$20.9M +68,247 +16%
LPL Financial
73
LPL Financial
California
$162M +$3.34M +10,939 +2%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$161M -$2.67M -8,741 -2%
Public Sector Pension Investment Board (PSP Investments)
75
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$154M +$14.3M +46,720 +11%

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.