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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$256M -$612K -1,743 -0.2%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$233M -$7.66M -21,835 -3%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$229M -$16.5M -47,045 -6%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$228M +$4.92M +14,028 +2%
VOYA Investment Management
55
VOYA Investment Management
Georgia
$227M +$36.8M +104,969 +18%
DekaBank Deutsche Girozentrale
56
DekaBank Deutsche Girozentrale
Germany
$225M
Mitsubishi UFJ Asset Management
57
Mitsubishi UFJ Asset Management
Japan
$220M +$21.7M +61,925 +11%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$219M -$6.38M -18,180 -3%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$209M -$5.25M -14,964 -2%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$207M +$49M +139,619 +29%
Lazard Asset Management
61
Lazard Asset Management
New York
$207M +$14.2M +40,397 +7%
Axa
62
Axa
France
$206M +$27.1M +77,089 +14%
First Trust Advisors
63
First Trust Advisors
Illinois
$201M -$1.66M -4,730 -0.8%
SEI Investments
64
SEI Investments
Pennsylvania
$201M +$9.62M +27,423 +5%
Citadel Advisors
65
Citadel Advisors
Florida
$200M -$300M -855,186 -59%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$197M +$443K +1,262 +0.2%
Bank Julius Baer & Co
67
Bank Julius Baer & Co
Switzerland
$193M +$151M +429,701 +391%
Swedbank
68
Swedbank
Sweden
$193M -$32.3M -92,148 -14%
Truist Financial
69
Truist Financial
North Carolina
$183M -$11.4M -32,545 -6%
LPL Financial
70
LPL Financial
California
$180M +$18.4M +52,547 +11%
Lord, Abbett & Co
71
Lord, Abbett & Co
New Jersey
$178M -$28.5M -81,100 -13%
CAM
72
Congress Asset Management
Massachusetts
$174M +$1.06M +3,022 +0.6%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$172M +$31.5M +89,706 +21%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$166M +$1.75M +4,990 +1%
Principal Financial Group
75
Principal Financial Group
Iowa
$159M +$7.9M +22,518 +5%

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.