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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
PCH
176
Polar Capital Holdings
United Kingdom
$47.6M +$26.1M +85,294 +146%
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$47.5M -$669K -2,189 -2%
State of Tennessee, Department of Treasury
178
State of Tennessee, Department of Treasury
Tennessee
$47.5M -$1.69M -5,516 -4%
IP
179
Interval Partners
New York
$46.6M -$3.37M -11,038 -7%
WAM
180
WT Asset Management
Hong Kong
$45.5M +$1.45M +4,740 +4%
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$45.2M -$99.6K -326 -0.2%
GF
182
Gabelli Funds
New York
$44.8M -$7.98M -26,116 -16%
ASC
183
Atalanta Sosnoff Capital
New York
$44.6M -$35M -114,428 -46%
EIP
184
Epoch Investment Partners
New York
$44.5M -$1.03M -3,375 -2%
AC
185
Albar Capital
United Kingdom
$44.4M +$25.8M +84,376 +170%
SC
186
Saturna Capital
Washington
$44.3M -$168K -551 -0.4%
SPIA
187
Steward Partners Investment Advisory
New York
$44.2M -$1.38M -4,512 -3%
CFB
188
Cullen/Frost Bankers
Texas
$44.2M +$500K +1,636 +1%
Temasek Holdings
189
Temasek Holdings
Singapore
$43.6M +$40.2M +131,628 New
ACM
190
Argent Capital Management
Missouri
$43.1M -$682K -2,232 -2%
AMG
191
Ace Management Global
Brazil
$43M
SA
192
Sanctuary Advisors
Indiana
$42.5M +$8.36M +27,351 +32%
UB
193
UMB Bank
Missouri
$42.4M -$1.24M -4,046 -3%
TAF
194
Tredje AP-fonden
Sweden
$42.2M +$1.47M +4,800 +4%
KAS
195
Kestra Advisory Services
Texas
$40.6M +$415K +1,359 +1%
CWM
196
Congress Wealth Management
Massachusetts
$40.3M +$805K +2,635 +2%
GIA
197
Gateway Investment Advisers
Ohio
$40.1M -$20.2K -66 -0.1%
Teacher Retirement System of Texas
198
Teacher Retirement System of Texas
Texas
$39.8M -$1.61M -5,264 -4%
MHC
199
Meyer Handelman Company
New York
$39.8M -$2.05M -6,694 -5%
FLPIM
200
F.L. Putnam Investment Management
Massachusetts
$39.6M +$8.9M +29,122 +30%

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.