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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
American Century Companies
76
American Century Companies
Missouri
$153M -$24.9M -77,063 -14%
Axa
77
Axa
France
$151M -$42.7M -132,277 -22%
LPL Financial
78
LPL Financial
California
$150M +$23.2M +71,740 +18%
SEI Investments
79
SEI Investments
Pennsylvania
$146M +$58.6M +181,405 +64%
Zurich Cantonal Bank
80
Zurich Cantonal Bank
Switzerland
$141M -$21.2M -65,755 -13%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$139M -$4.68M -14,509 -3%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$138M -$49.5M -153,189 -26%
Principal Financial Group
83
Principal Financial Group
Iowa
$138M -$2.27M -7,017 -2%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$133M -$5.69M -17,638 -4%
WJWM
85
Williams Jones Wealth Management
New York
$132M +$5.6M +17,347 +4%
Public Sector Pension Investment Board (PSP Investments)
86
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$131M -$31.8M -98,633 -19%
Citigroup
87
Citigroup
New York
$129M +$18.6M +57,759 +16%
Korea Investment Corp
88
Korea Investment Corp
South Korea
$127M +$57.8M +178,967 +79%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$126M -$18.7M -57,809 -13%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$125M -$17.8M -55,192 -12%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$124M +$5.88M +18,204 +5%
Federated Hermes
92
Federated Hermes
Pennsylvania
$123M -$1.85M -5,744 -1%
HTC
93
Haverford Trust Company
Pennsylvania
$120M -$2.01M -6,222 -2%
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$117M -$19.1M -59,117 -14%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$114M +$9.34M +28,925 +9%
1832 Asset Management
96
1832 Asset Management
Ontario, Canada
$114M -$134M -415,220 -53%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$113M -$5.03M -15,592 -4%
HighTower Advisors
98
HighTower Advisors
Illinois
$113M +$6.74M +20,869 +6%
KCM
99
Kodai Capital Management
Illinois
$111M +$57.1M +176,903 +99%
Adage Capital Partners
100
Adage Capital Partners
Massachusetts
$111M -$12.3M -38,200 -10%

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.