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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
WHG
201
Westwood Holdings Group
Texas
$39.1M -$1.9M -6,204 -5%
QCM
202
QRG Capital Management
Illinois
$38.7M +$429K +1,403 +1%
TWC
203
TD Waterhouse Canada
Ontario, Canada
$38.1M -$4.32M -14,137 -11%
ASRS
204
Arizona State Retirement System
Arizona
$38M -$423K -1,384 -1%
ABC
205
Associated Banc-Corp
Wisconsin
$37.6M -$1.85M -6,044 -5%
Cerity Partners
206
Cerity Partners
New York
$36.6M +$7.77M +25,434 +30%
Bank Julius Baer & Co
207
Bank Julius Baer & Co
Switzerland
$36.2M -$938K -3,070 -3%
SOMRS
208
State of Michigan Retirement System
Michigan
$35.9M -$306K -1,000 -0.9%
ACM
209
Advisors Capital Management
New Jersey
$35.5M +$72.1K +236 +0.2%
Daiwa Securities Group
210
Daiwa Securities Group
Japan
$35.3M +$6.69M +21,894 +26%
CF
211
Corebridge Financial
Texas
$35.3M -$1.12M -3,671 -3%
DnB Asset Management
212
DnB Asset Management
Norway
$35.1M +$32.4M +105,994 New
BCM
213
Bornite Capital Management
New York
$35M +$19.7M +64,590 +158%
Osaic Holdings
214
Osaic Holdings
Arizona
$34.7M -$665K -2,178 -2%
GIP
215
Granite Investment Partners
California
$34.3M -$2.81M -9,189 -8%
MIM
216
MetLife Investment Management
New Jersey
$34.3M -$945K -3,093 -3%
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$34.2M +$460K +1,506 +1%
M&T Bank
218
M&T Bank
New York
$34.2M -$4.4M -14,398 -12%
SLAM
219
Swiss Life Asset Management
$34.2M +$734K +2,401 +2%
WTC
220
WhitTier Trust Company
Nevada
$34.1M +$934K +3,058 +3%
FAF
221
Första AP-fonden
Sweden
$33.9M +$2.63M +8,600 +9%
MCM
222
MAI Capital Management
Ohio
$33.7M -$1.47M -4,804 -5%
SO
223
STRS Ohio
Ohio
$33.7M -$674K -2,205 -2%
Macquarie Group
224
Macquarie Group
Australia
$33.1M +$204K +669 +0.7%
NA
225
NewEdge Advisors
Louisiana
$33M +$2M +6,560 +7%

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.