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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
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$68.6M -$898K -2,783 -1%
Nomura Asset Management
127
Nomura Asset Management
Japan
$68.5M +$4.93M +15,255 +8%
Aberdeen Group
128
Aberdeen Group
United Kingdom
$68.2M +$15.3M +47,297 +28%
ORIO
129
Old Republic International (ORI)
Illinois
$68M
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$65.3M +$14.8M +45,799 +28%
FFB
131
First Financial Bankshares
Texas
$64.7M -$14.6M -45,131 -18%
US Bancorp
132
US Bancorp
Minnesota
$64.1M -$1.63M -5,046 -2%
Corient Private Wealth
133
Corient Private Wealth
Florida
$64M +$7.15M +22,145 +12%
RMDI
134
R.M. Davis Inc
Maine
$63.7M -$1.18M -3,645 -2%
VDI
135
Vaughan David Investments
Illinois
$63.1M -$1.29M -3,993 -2%
JSC
136
J. Stern & Co
United Kingdom
$62.2M -$9.3M -28,805 -13%
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$61.7M -$11M -34,013 -15%
Fisher Asset Management
138
Fisher Asset Management
Washington
$61.5M +$4.65M +14,402 +8%
AA
139
Ancora Advisors
Ohio
$60.5M -$1.54M -4,766 -2%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$59.4M -$2.69M -8,342 -4%
Asset Management One
141
Asset Management One
Japan
$58.4M +$2.81M +8,690 +5%
APG Asset Management
142
APG Asset Management
Netherlands
$58.4M +$16.3M +50,340 +34%
Royal London Asset Management
143
Royal London Asset Management
United Kingdom
$58.2M -$180K -559 -0.3%
FCI
144
Financial Counselors Inc
Kansas
$56.6M -$4.12M -12,773 -7%
AM
145
AGF Management
Ontario, Canada
$55.9M -$44.4M -137,583 -44%
TAM
146
Trillium Asset Management
Massachusetts
$55.9M -$9.66M -29,909 -14%
CIC
147
Carnegie Investment Counsel
Ohio
$55.6M -$3.02M -9,340 -5%
Creative Planning
148
Creative Planning
Kansas
$55.3M -$129K -399 -0.2%
IG
149
ING Group
Netherlands
$54.8M +$1.09M +3,382 +2%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$54.5M -$3.18M -9,836 -5%

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.