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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
UBS Group
26
UBS Group
Switzerland
$841M +$115M +328,506 +15%
Legal & General Group
27
Legal & General Group
United Kingdom
$803M +$8.37M +23,836 +1%
UBS AM
28
UBS AM
Illinois
$798M +$46.2M +131,602 +6%
Charles Schwab
29
Charles Schwab
California
$749M +$13M +37,138 +2%
Ameriprise
30
Ameriprise
Minnesota
$650M -$216M -616,787 -24%
TD Asset Management
31
TD Asset Management
Ontario, Canada
$642M +$37.9M +107,979 +6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$571M +$76.6M +218,307 +15%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$567M -$7.69M -21,902 -1%
Pictet Asset Management
34
Pictet Asset Management
Switzerland
$544M -$87.4M -248,932 -13%
Capital International Investors
35
Capital International Investors
California
$524M +$554M +1,577,547 New
Deutsche Bank
36
Deutsche Bank
Germany
$516M +$84.2M +239,839 +18%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$477M +$4.87M +13,862 +1%
Stifel Financial
38
Stifel Financial
Missouri
$456M -$13.1M -37,318 -3%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$447M -$8.97M -25,566 -2%
Artisan Partners
40
Artisan Partners
Wisconsin
$398M +$61.4M +175,009 +17%
Winslow Capital Management
41
Winslow Capital Management
Minnesota
$390M -$62.2M -177,120 -13%
Barclays
42
Barclays
United Kingdom
$377M -$54.5M -155,241 -12%
Swiss National Bank
43
Swiss National Bank
Switzerland
$373M -$21.8M -62,100 -5%
Bessemer Group
44
Bessemer Group
New Jersey
$367M -$6.87M -19,570 -2%
BG
45
Bahl & Gaynor
Ohio
$346M -$7.18M -20,453 -2%
DZ Bank
46
DZ Bank
Germany
$343M +$3.85M +10,971 +1%
Mirae Asset Global ETFs Holdings
47
Mirae Asset Global ETFs Holdings
Hong Kong
$328M +$20M +56,900 +6%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$301M -$5.2M -14,829 -2%
National Pension Service
49
National Pension Service
South Korea
$275M -$12.5M -35,695 -4%
Baillie Gifford & Co
50
Baillie Gifford & Co
United Kingdom
$265M -$162M -461,438 -37%

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.