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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
American Century Companies
76
American Century Companies
Missouri
$153M -$7.57M -24,772 -5%
AQR Capital Management
77
AQR Capital Management
Connecticut
$152M -$12.8M -41,844 -8%
Principal Financial Group
78
Principal Financial Group
Iowa
$152M +$5.49M +17,965 +4%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$149M +$29.1M +95,256 +27%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$146M -$1.73M -5,669 -1%
Zurich Cantonal Bank
81
Zurich Cantonal Bank
Switzerland
$144M -$4.64M -15,191 -3%
WJWM
82
Williams Jones Wealth Management
New York
$142M +$2.9M +9,492 +2%
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$142M +$9.25M +30,289 +8%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$140M -$905K -2,961 -0.7%
VNIM
85
Vaughan Nelson Investment Management
Texas
$138M +$127M +415,743 New
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$137M -$72.1M -235,982 -36%
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$136M +$120M +394,012 +2,623%
HighTower Advisors
88
HighTower Advisors
Illinois
$132M +$11.8M +38,546 +11%
Federated Hermes
89
Federated Hermes
Pennsylvania
$131M +$1.26M +4,117 +1%
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$129M +$7.13M +23,322 +6%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$128M -$4.11M -13,450 -3%
HTC
92
Haverford Trust Company
Pennsylvania
$127M -$23.8K -78 -0%
Citigroup
93
Citigroup
New York
$126M -$9.44M -30,881 -7%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$123M +$11M +35,841 +11%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$123M +$95.1M +311,146 +530%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
96
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$118M +$93.8M +307,088 +628%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$116M +$72.7M +238,033 +210%
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$114M +$27.5M +90,029 +35%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$113M -$6.09M -19,916 -6%
AM
100
AGF Management
Ontario, Canada
$112M +$48.6M +159,053 +89%

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.