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2,280 hedge funds and large institutions have $108B invested in Eaton in 2024 Q4 according to their latest regulatory filings, with 301 funds opening new positions, 863 increasing their positions, 767 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 301 | Existing positions closed: 109

13% more repeat investments, than reductions

Existing positions increased: 863 | Existing positions reduced: 767

7% more funds holding

Funds holding: 2,1242,280 (+156)

0.8% more ownership

Funds ownership: 81.34%82.14% (+0.8%)

1% more capital invested

Capital invested by funds: $107B → $108B (+$762M)

10% less funds holding in top 10

Funds holding in top 10: 7164 (-7)

18% less call options, than puts

Call options by funds: $1.13B | Put options by funds: $1.37B

Holders
2,280
Holders Change
+156
Holders Change %
+7.34%
% of All Funds
30.03%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
0.84%
New
301
Increased
863
Reduced
767
Closed
109
Calls
$1.13B
Puts
$1.37B
Net Calls
-$240M
Net Calls Change
-$601M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
326
Gradient Investments
Minnesota
$17.8M +$1.69M +4,803 +10%
PAI
327
Pittenger & Anderson Inc
Nebraska
$17.8M -$557K -1,587 -3%
DIA
328
Davidson Investment Advisors
Montana
$17.7M +$373K +1,064 +2%
FDCDDQ
329
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.7M +$7.9M +22,523 +73%
BDLIB
330
Banque de Luxembourg Investments (BLI)
Luxembourg
$17.7M +$18.7M +53,330 New
NYLIM
331
New York Life Investment Management
New York
$17.6M +$12.6K +36 +0.1%
CI Investments Inc
332
CI Investments Inc
Ontario, Canada
$17.4M +$12.5M +35,562 +210%
LBC
333
Lowe Brockenbrough & Co
Virginia
$17.2M -$302K -860 -2%
WIA
334
World Investment Advisors
California
$17.2M +$522K +1,486 +3%
CIS
335
Connors Investor Services
Pennsylvania
$17.1M -$1.54M -4,399 -8%
WTFG
336
Wells Trecaso Financial Group
Ohio
$16.9M -$400K -1,141 -2%
BSA
337
Braun Stacey Associates
New York
$16.8M -$137K -389 -0.8%
FAB
338
First American Bank
Illinois
$16.8M -$115K -327 -0.6%
DBG
339
De Burlo Group
Massachusetts
$16.7M -$1.97M -5,600 -10%
FCBT
340
First Citizens Bank & Trust
North Carolina
$16.7M +$139K +396 +0.8%
BCM
341
Bornite Capital Management
New York
$16.6M -$19.5M -55,500 -53%
SFA
342
Sequoia Financial Advisors
Ohio
$16.5M +$677K +1,930 +4%
SW
343
SVB Wealth
Massachusetts
$16.5M +$17.4M +49,638 New
DWM
344
Dakota Wealth Management
Florida
$16.4M +$1.41M +4,011 +9%
BCP
345
Blue Chip Partners
Michigan
$16.4M +$7.92M +22,554 +84%
FNT
346
First Nebraska Trust
Nebraska
$16.1M +$59.7K +170 +0.4%
MYLI
347
Meiji Yasuda Life Insurance
Japan
$16M +$14K +40 +0.1%
BCM
348
Becker Capital Management
Oregon
$15.8M -$201K -573 -1%
BAAM
349
Baker Avenue Asset Management
California
$15.8M -$34.4K -98 -0.2%
MOACM
350
Mutual of America Capital Management
New York
$15.7M -$590K -1,681 -3%

ETN Hedge Fund Activity: Q4 2024 in Review

2,280 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eaton (ETN) for Q4 2024, worth a combined $108B — up 0.71% from $107B a quarter earlier.

Buyers outnumbered sellers: 301 funds opened new ETN positions and 109 closed out — a net gain of 192 holders — while 863 added to existing stakes and 767 trimmed.

The largest buyer was Capital International Investors, opening a new position worth an estimated $554M. The largest seller was Massachusetts Financial Services, cutting an estimated $443M.

  • 2,280 institutional investors held Eaton (ETN) as of Q4 2024, up from 2,124 in Q3 2024.
  • Funds reported $108B of Eaton stock for Q4 2024, up 0.71% quarter-over-quarter.
  • 301 funds opened new Eaton positions in Q4 2024 and 109 closed out, a net change of +192 holders.
  • The largest Eaton buyer in Q4 2024 was Capital International Investors, an estimated $554M added.
  • The largest Eaton seller in Q4 2024 was Massachusetts Financial Services, an estimated $443M sold.

Based on aggregated 13F filings for Q4 2024.