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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
WSFS
626
Wilmington Savings Fund Society
Delaware
$5.03M +$120K +341 +2%
LCS
627
Levin Capital Strategies
New York
$5.03M
CGH
628
Crossmark Global Holdings
Texas
$5.02M -$372K -1,060 -7%
AWS
629
Atria Wealth Solutions
New York
$5.02M +$1.04M +2,955 +24%
BIP
630
Bouvel Investment Partners
Pennsylvania
$4.96M +$90.5K +258 +2%
SSWM
631
Smith Salley Wealth Management
North Carolina
$4.93M -$135K -385 -3%
JF
632
Jump Financial
Illinois
$4.93M -$20.4M -58,219 -80%
CI
633
Capital International
California
$4.86M +$303K +862 +6%
BHWM
634
Bar Harbor Wealth Management
New Hampshire
$4.85M +$94.1K +268 +2%
SCA
635
Stonebridge Capital Advisors
Minnesota
$4.84M -$495K -1,409 -9%
NPT
636
Nixon Peabody Trust
Massachusetts
$4.8M +$4.71M +13,430 +1,295%
NWM
637
Northcape Wealth Management
New York
$4.74M -$108K -309 -2%
AIP
638
Ameritas Investment Partners
Nebraska
$4.74M -$241K -688 -5%
Walleye Capital
639
Walleye Capital
New York
$4.73M -$9.83M -27,998 -66%
LFG
640
Larson Financial Group
Missouri
$4.73M +$224K +637 +5%
CCM
641
Cullen Capital Management
New York
$4.71M -$253K -721 -5%
Wolverine Trading
642
Wolverine Trading
Illinois
$4.66M +$3.89M +11,094 +377%
RBWA
643
RFG - Bristol Wealth Advisors
Massachusetts
$4.66M +$4.93M +14,053 New
SSA
644
South Street Advisors
New York
$4.66M
IWA
645
Icon Wealth Advisors
Texas
$4.65M +$184K +524 +4%
JGCM
646
Joseph Group Capital Management
Ohio
$4.64M +$396K +1,128 +9%
BDS
647
Banco de Sabadell
Florida
$4.6M +$20.4K +58 +0.4%
SCM
648
Summerhill Capital Management
Ontario, Canada
$4.6M +$120K +342 +3%
SCA
649
St. Clair Advisors
Ohio
$4.57M +$38.6K +110 +0.8%
MAS
650
Meeder Advisory Services
Ohio
$4.56M +$91.6K +261 +2%

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.