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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
CIBC Private Wealth Group
426
CIBC Private Wealth Group
Georgia
$11.3M +$1.87M +5,314 +19%
TBA
427
Tower Bridge Advisors
Pennsylvania
$11.2M +$158K +450 +1%
OPERF
428
Oregon Public Employees Retirement Fund
Oregon
$11.2M -$70.9K -202 -0.6%
IMRF
429
Illinois Municipal Retirement Fund
Illinois
$11.1M +$1.44M +4,095 +14%
AssetMark Inc
430
AssetMark Inc
California
$11M +$824K +2,347 +8%
AFWM
431
AMJ Financial Wealth Management
Virginia
$10.9M -$171K -486 -1%
FNBOO
432
First National Bank of Omaha
Nebraska
$10.9M -$477K -1,360 -4%
OBAM
433
ODDO BHF Asset Management
France
$10.8M +$2.49M +7,098 +28%
SCM
434
Spring Capital Management
Texas
$10.7M +$278K +793 +3%
HFS
435
Haverford Financial Services
Pennsylvania
$10.7M -$563K -1,603 -5%
WIC
436
WealthBridge Investment Counsel
Alberta, Canada
$10.7M -$175K -500 -2%
ACM
437
Arosa Capital Management
Florida
$10.6M +$11.2M +32,000 New
Pacer Advisors
438
Pacer Advisors
Pennsylvania
$10.5M +$741K +2,110 +7%
ECM
439
ExodusPoint Capital Management
New York
$10.3M +$4.32M +12,309 +65%
AJ
440
Ashburton (Jersey)
Jersey
$10.3M -$18.3M -52,262 -63%
HIP
441
Harrell Investment Partners
Texas
$10.3M -$1.48M -4,210 -12%
EWA
442
EP Wealth Advisors
California
$10.2M +$263K +749 +2%
PAM
443
Pegasus Asset Management
New York
$10.2M -$112K -318 -1%
RWA
444
River Wealth Advisors
Pennsylvania
$10.2M +$314K +894 +3%
BCI
445
Brinker Capital Investments
Pennsylvania
$10.2M -$694K -1,976 -6%
OPS
446
Orion Portfolio Solutions
Nebraska
$10.2M -$694K -1,976 -6%
GI
447
GLOBALT Investments
Georgia
$10.1M -$180K -513 -2%
PCTC
448
Perkins Coie Trust Company
Washington
$10.1M -$150K -428 -1%
SC
449
Sagefield Capital
Texas
$10.1M -$1.11M -3,166 -9%
SCA
450
Snowden Capital Advisors
New York
$10M -$175K -498 -2%

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.