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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
Corient Private Wealth
151
Corient Private Wealth
Florida
$60.5M -$6.61M -21,629 -11%
Creative Planning
152
Creative Planning
Kansas
$60M +$1.44M +4,705 +3%
CIC
153
Carnegie Investment Counsel
Ohio
$59.7M +$859K +2,813 +2%
O
154
Ossiam
France
$59M +$11.6M +37,890 +27%
Aviva
155
Aviva
United Kingdom
$58.7M +$5.28M +17,282 +11%
Renaissance Technologies
156
Renaissance Technologies
New York
$58.3M +$53.7M +175,786 New
Treasurer of the State of North Carolina
157
Treasurer of the State of North Carolina
North Carolina
$57.8M +$217K +710 +0.4%
DB
158
Danske Bank
Denmark
$57.6M +$672K +2,200 +1%
CG
159
Carmignac Gestion
France
$56.6M +$52.2M +170,800 New
VCP
160
Varenne Capital Partners
France
$55.7M +$50.2M +164,290 +4,292%
CP
161
Cumberland Partners
Ontario, Canada
$55.1M -$2.23M -7,296 -4%
BHC
162
Bowen Hanes & Co
Florida
$54.5M +$27.5K +90 +0.1%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$54M -$1.15M -3,774 -2%
JLBC
164
J.L. Bainbridge & Co
Florida
$53.5M +$406K +1,329 +0.8%
Jane Street
165
Jane Street
New York
$52.7M -$39M -127,598 -44%
Allspring Global Investments
166
Allspring Global Investments
North Carolina
$52.2M +$7.9M +25,843 +20%
MIH
167
Meitav Investment House
Israel
$51.9M +$47.8M +156,513 New
Alyeska Investment Group
168
Alyeska Investment Group
Illinois
$51.4M +$1.33M +4,359 +3%
CLOS
169
Compagnie Lombard Odier SCmA
Switzerland
$51.3M +$10.8M +35,478 +30%
MSV
170
MN Services Vermogensbeheer
Netherlands
$51.1M -$1.16M -3,800 -2%
FWCM
171
Ferguson Wellman Capital Management
Oregon
$51M -$749K -2,452 -2%
TAM
172
Trillium Asset Management
Massachusetts
$49.4M -$8.91M -29,166 -16%
State of New Jersey Common Pension Fund D
173
State of New Jersey Common Pension Fund D
New Jersey
$49.2M
DAM
174
Delta Asset Management
Tennessee
$48.8M -$720K -2,358 -2%
KCM
175
Kodai Capital Management
Illinois
$48.6M -$63.6M -208,062 -59%

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.