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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.3B +$61.1M +200,036 +0.5%
BlackRock
2
BlackRock
New York
$9.63B +$89M +291,287 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$6.28B -$939M -3,072,873 -14%
State Street
4
State Street
Massachusetts
$5.52B -$15.6M -50,894 -0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.98B -$1.54B -5,032,549 -25%
Bank of America
6
Bank of America
North Carolina
$4.12B -$64.8M -212,172 -2%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$3.41B -$8.96M -29,321 -0.3%
Morgan Stanley
8
Morgan Stanley
New York
$3.23B -$26.5M -86,888 -0.9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.67B +$17.3M +56,516 +0.7%
Capital World Investors
10
Capital World Investors
California
$1.73B -$287M -938,201 -15%
Coatue Management
11
Coatue Management
New York
$1.54B +$111M +363,764 +9%
Norges Bank
12
Norges Bank
Norway
$1.53B -$15.8M -51,615 -1%
N
13
Nuveen
North Carolina
$1.48B -$79.5M -260,295 -5%
Jennison Associates
14
Jennison Associates
New York
$1.46B -$94.5M -309,195 -7%
Northern Trust
15
Northern Trust
Illinois
$1.39B -$70.7M -231,375 -5%
RJA
16
Raymond James & Associates
Florida
$1.21B -$34.2M -111,790 -3%
AllianceBernstein
17
AllianceBernstein
Tennessee
$1.18B -$72.6M -237,497 -6%
Wells Fargo
18
Wells Fargo
California
$1.16B -$19M -62,344 -2%
Invesco
19
Invesco
Georgia
$1.13B +$46.8M +153,273 +5%
ClearBridge Investments
20
ClearBridge Investments
New York
$1.12B -$7.71M -25,236 -0.7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.06B -$361M -1,181,817 -27%
Goldman Sachs
22
Goldman Sachs
New York
$1.06B -$54.3M -177,656 -5%
Amundi
23
Amundi
France
$1.05B +$202M +662,338 +27%
Ameriprise
24
Ameriprise
Minnesota
$853M +$163M +533,708 +26%
Franklin Resources
25
Franklin Resources
California
$837M +$96.8M +316,830 +15%

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.