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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
DJSG
451
D.J. St. Germain
Massachusetts
$9.98M -$59.3K -169 -0.6%
GIBU
452
Gulf International Bank (UK)
United Kingdom
$9.96M -$438K -1,248 -4%
MFG
453
Merit Financial Group
Georgia
$9.91M +$1.77M +5,057 +20%
RG
454
Rathbones Group
United Kingdom
$9.9M -$197K -560 -2%
HPIA
455
Hamilton Point Investment Advisors
North Carolina
$9.88M +$147K +418 +1%
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$9.87M +$2.48M +7,057 +31%
FA
457
Fiduciary Alliance
South Carolina
$9.84M +$70.2K +200 +0.7%
FCH
458
Freestone Capital Holdings
Washington
$9.71M -$148K -421 -1%
LNB
459
Ledyard National Bank
$9.68M -$1.69M -4,816 -14%
SWP
460
Stratos Wealth Partners
Ohio
$9.63M +$504K +1,436 +5%
SCM
461
Sandler Capital Management
New York
$9.63M -$7.51M -21,389 -42%
CAM
462
Carret Asset Management
New York
$9.63M -$256K -729 -2%
MSE
463
MUFG Securities EMEA
United Kingdom
$9.62M +$10.2M +28,999 New
RCW
464
Rheos Capital Works
Japan
$9.62M -$7.37M -21,000 -42%
BFS
465
Bradley Foster & Sargent
Connecticut
$9.59M +$2.11M +6,022 +26%
AWM
466
Avitas Wealth Management
California
$9.55M +$70.2K +200 +0.7%
AUB
467
Atlantic Union Bankshares
Virginia
$9.54M -$165K -471 -2%
WAM
468
Winslow Asset Management
Ohio
$9.54M -$252K -719 -2%
PPW
469
Parcion Private Wealth
Washington
$9.5M +$7.62M +21,719 +314%
GSCM
470
Greenfield Seitz Capital Management
Texas
$9.48M -$21.4K -61 -0.2%
BIM
471
Bridges Investment Management
Nebraska
$9.44M -$602K -1,716 -6%
LSA
472
L & S Advisors
California
$9.41M -$3.29M -9,371 -25%
MGWM
473
Marks Group Wealth Management
Minnesota
$9.4M -$562K -1,601 -5%
AAS
474
Annex Advisory Services
Wisconsin
$9.37M +$410K +1,169 +4%
ECM
475
Estabrook Capital Management
New York
$9.33M -$883K -2,515 -8%

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.