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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
UE
551
Unisphere Establishment
Liechtenstein
$6.64M
SC
552
Sculptor Capital
New York
$6.64M +$702K +2,000 +11%
SBH
553
Segall Bryant & Hamill
Illinois
$6.6M -$38.6K -110 -0.5%
DWP
554
Daymark Wealth Partners
Ohio
$6.55M -$129K -367 -2%
SFWA
555
Summit Financial Wealth Advisors
Louisiana
$6.55M +$417K +1,189 +6%
IIM
556
INTECH Investment Management
Florida
$6.5M -$1.19M -3,387 -15%
TNBTD
557
Trustmark National Bank Trust Department
Mississippi
$6.5M -$96.2K -274 -1%
JSC
558
Jackson Square Capital
California
$6.46M -$603K -1,719 -8%
CA
559
Callahan Advisors
Texas
$6.46M +$193K +551 +3%
SWP
560
Sagespring Wealth Partners
Tennessee
$6.45M +$6.82M +19,433 New
WorldQuant Millennium Advisors
561
WorldQuant Millennium Advisors
New York
$6.43M +$4.25M +12,100 +167%
ACA
562
Anchor Capital Advisors
Massachusetts
$6.42M -$254K -725 -4%
GFM
563
GF Fund Management
China
$6.42M +$6.79M +19,335 New
AOWM
564
Alpha Omega Wealth Management
Virginia
$6.41M -$78.3K -223 -1%
CL
565
Choreo LLC
Illinois
$6.39M -$327K -931 -5%
CIA
566
Concurrent Investment Advisors
Florida
$6.39M +$22.1K +63 +0.3%
MAM
567
Mystic Asset Management
Rhode Island
$6.38M -$114K -326 -2%
PCA
568
Providence Capital Advisors
North Carolina
$6.37M +$21.1K +60 +0.3%
TFA
569
Transamerica Financial Advisors
Florida
$6.32M -$516K -1,470 -7%
SL
570
Summitry LLC
California
$6.3M -$1.31M -3,733 -16%
NMERB
571
New Mexico Educational Retirement Board
New Mexico
$6.29M -$211K -600 -3%
WCM
572
Windward Capital Management
California
$6.21M -$101K -289 -2%
PIM
573
Plato Investment Management
Australia
$6.2M +$1.62M +4,619 +33%
SIC
574
Schwartz Investment Counsel
Michigan
$6.2M
EIA
575
Eastover Investment Advisors
North Carolina
$6.17M +$6.52M +18,582 New

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.