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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
Victory Capital Management
101
Victory Capital Management
Texas
$111M +$3.53M +11,550 +4%
Korea Investment Corp
102
Korea Investment Corp
South Korea
$110M -$22.1M -72,366 -18%
Mariner
103
Mariner
Kansas
$108M +$1.45M +4,735 +1%
Point72 Asset Management
104
Point72 Asset Management
Connecticut
$104M +$96.3M +315,103 New
Man Group
105
Man Group
United Kingdom
$101M -$854K -2,794 -0.9%
BNP Paribas Asset Management
106
BNP Paribas Asset Management
France
$101M +$82.3M +269,276 +777%
HA
107
Homestead Advisers
Virginia
$99.1M -$153K -500 -0.2%
Mitsubishi UFJ Trust & Banking
108
Mitsubishi UFJ Trust & Banking
Japan
$95.9M -$619K -2,026 -0.7%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$95.7M -$31.3M -102,384 -26%
US Bancorp
110
US Bancorp
Minnesota
$95.5M +$25.6M +83,799 +41%
Canada Life
111
Canada Life
Manitoba, Canada
$95.1M +$8.59M +28,130 +11%
Los Angeles Capital Management
112
Los Angeles Capital Management
California
$91.1M -$89.8M -293,942 -52%
SAM
113
Silvercrest Asset Management
New York
$89M -$18.7M -61,124 -19%
ERSOT
114
Employees Retirement System of Texas
Texas
$84.6M +$4.95M +16,205 +7%
DPL
115
Danica Pension Livsforsikrings
$84.1M -$1.26M -4,122 -2%
WT
116
Whittier Trust
California
$83.8M +$1.36M +4,444 +2%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$83.6M +$13.5M +44,052 +21%
Arrowstreet Capital
118
Arrowstreet Capital
Massachusetts
$83.6M -$91.7M -299,993 -54%
Robeco Institutional Asset Management
119
Robeco Institutional Asset Management
Netherlands
$83.5M +$6.92M +22,637 +10%
KeyBank National Association
120
KeyBank National Association
Ohio
$82.8M -$1.26M -4,131 -2%
FAM
121
Fred Alger Management
New York
$82.3M +$27.6M +90,384 +57%
Schroder Investment Management Group
122
Schroder Investment Management Group
United Kingdom
$77.6M -$41.9M -137,137 -37%
IG
123
ING Group
Netherlands
$76.5M +$17.2M +56,144 +32%
Rockefeller Capital Management
124
Rockefeller Capital Management
New York
$76.4M -$2.03M -6,650 -3%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$76.1M +$2.86M +9,376 +4%

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.