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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
BCM
601
Brasada Capital Management
Texas
$5.56M +$95.1K +271 +2%
SHGA
602
Sand Hill Global Advisors
California
$5.56M +$20.7K +59 +0.4%
HWM
603
HB Wealth Management
Georgia
$5.48M +$888K +2,531 +18%
SC
604
Savant Capital
Illinois
$5.44M -$47.7K -136 -0.8%
TCOT
605
Trust Company of Toledo
Ohio
$5.43M +$144K +410 +3%
YIA
606
YHB Investment Advisors
Connecticut
$5.42M +$520K +1,483 +10%
TCA
607
Trifecta Capital Advisors
Illinois
$5.42M +$191K +545 +3%
HI
608
Horizon Investments
North Carolina
$5.39M +$1.43M +4,082 +34%
FIM
609
Fruth Investment Management
Texas
$5.39M -$273K -777 -5%
MCB
610
Morton Community Bank
Illinois
$5.37M -$216K -615 -4%
CFCI
611
Comprehensive Financial Consultants Institutional
Indiana
$5.35M -$1.05K -3 -0%
SWM
612
Scissortail Wealth Management
Oklahoma
$5.34M +$5.51M +15,713 +4,050%
WFMPM
613
Woodley Farra Manion Portfolio Management
Indiana
$5.31M +$4.21K +12 +0.1%
RBC
614
Romano Brothers & Co
Illinois
$5.26M -$185K -528 -3%
HCM
615
Howland Capital Management
Massachusetts
$5.25M -$236K -671 -4%
WP
616
Woodline Partners
California
$5.22M -$66.1M -188,330 -92%
PGFC
617
Peapack-Gladstone Financial Corp
New Jersey
$5.22M +$36.1K +103 +0.7%
OHIS
618
Oak Harvest Investment Services
Texas
$5.21M +$5.5M +15,685 New
CTC
619
Central Trust Company
Missouri
$5.19M -$25.3K -72 -0.5%
TAI
620
Terra Alpha Investments
District of Columbia
$5.15M +$5.44M +15,506 New
NB
621
Norinchukin Bank
Japan
$5.14M +$81.8K +233 +2%
PCIA
622
Prime Capital Investment Advisors
Kansas
$5.12M +$81.8K +233 +2%
HC
623
Hendley & Co
Ohio
$5.12M -$49.8K -142 -0.9%
MGP
624
Metis Global Partners
California
$5.06M -$130K -371 -2%
PG
625
Patten Group
Tennessee
$5.03M -$144K -410 -3%

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.