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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
ZB
576
Zions Bancorporation
Utah
$6.16M +$949K +2,704 +17%
VAS
577
Vestmark Advisory Solutions
Massachusetts
$6.15M -$268K -765 -4%
LFP
578
Leeward Financial Partners
Washington
$6.12M -$818K -2,332 -11%
IMCOOI
579
Investment Management Corp of Ontario (IMCO)
Canada
$6.11M +$1.81M +5,159 +39%
Carson Wealth (CWM LLC)
580
Carson Wealth (CWM LLC)
Nebraska
$6.09M +$356K +1,013 +6%
CA
581
Cornerstone Advisors
North Carolina
$6.07M
SP
582
Stonebrook Private
Michigan
$6.04M -$302K -860 -5%
EPIM
583
Evelyn Partners Investment Management
$6.04M +$6.39M +18,198 New
TC
584
Taika Capital
Florida
$6.04M -$3.53M -10,067 -36%
KIA
585
KCM Investment Advisors
California
$6.01M +$24.6K +70 +0.4%
QCM
586
Qsemble Capital Management
New York
$5.99M +$6.34M +18,057 New
BWM
587
BNC Wealth Management
Oregon
$5.96M +$6.3M +17,959 New
WB
588
Webster Bank
Connecticut
$5.95M +$2.16M +6,166 +52%
ATC
589
Argent Trust Co
Tennessee
$5.91M +$62.8K +179 +1%
BHA
590
Beech Hill Advisors
New York
$5.75M +$22.8K +65 +0.4%
SAM
591
Silphium Asset Management
United Kingdom
$5.73M +$983K +2,800 +19%
AWM
592
Apollon Wealth Management
South Carolina
$5.72M +$231K +657 +4%
FNT
593
First National Trust
Pennsylvania
$5.68M -$104K -296 -2%
OAC
594
OMERS Administration Corp
Ontario, Canada
$5.68M +$888K +2,529 +17%
SCM
595
Silvant Capital Management
Georgia
$5.66M -$19K -54 -0.3%
CIG
596
Consolidated Investment Group
Colorado
$5.64M
BPA
597
Beacon Pointe Advisors
California
$5.6M +$165K +469 +3%
GT
598
Greenleaf Trust
Michigan
$5.6M -$106K -303 -2%
MPPLM
599
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.6M +$139K +396 +2%
CNFG
600
Creegan & Nassoura Financial Group
New Hampshire
$5.58M -$59.7K -170 -1%

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.