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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
HT
826
Headlands Technologies
Illinois
$2.66M +$971K +2,766 +53%
NSIM
827
North Star Investment Management
Illinois
$2.65M +$3.86K +11 +0.1%
PTC
828
Private Trust Company
Ohio
$2.64M +$145K +412 +5%
PP
829
Patten & Patten
Tennessee
$2.64M -$40.4K -115 -1%
FRA
830
Front Row Advisors
California
$2.63M -$3.86K -11 -0.1%
NWM
831
Northwest Wealth Management
Iowa
$2.63M -$4.19M -11,940 -60%
SWM
832
SeaCrest Wealth Management
New York
$2.61M +$780K +2,222 +39%
SB
833
Simmons Bank
Arkansas
$2.61M +$66K +188 +2%
PDL
834
Portfolio Design Labs
California
$2.61M +$765K +2,179 +38%
FCP
835
Fidelis Capital Partners
Florida
$2.61M +$195K +557 +7%
CI
836
Cavalier Investments
Georgia
$2.61M +$101K +288 +4%
BBHC
837
Brown Brothers Harriman & Co
New York
$2.58M +$324K +924 +13%
CRWM
838
Castle Rock Wealth Management
California
$2.58M +$191K +543 +7%
CAL
839
Capital Analysts LLC
Pennsylvania
$2.54M -$22.1K -63 -0.8%
CG
840
Castellan Group
Kentucky
$2.53M -$443K -1,262 -14%
HWAM
841
Hennion & Walsh Asset Management
New Jersey
$2.53M +$1.5M +4,284 +128%
STAS
842
Strong Tower Advisory Services
Minnesota
$2.52M +$81.8K +233 +3%
SAM
843
Smartleaf Asset Management
Massachusetts
$2.51M +$326K +929 +14%
FFA
844
Farther Finance Advisors
California
$2.51M -$252K -718 -9%
BONH
845
Bank of New Hampshire
New Hampshire
$2.5M -$86.7K -247 -3%
P
846
Pitcairn
Pennsylvania
$2.49M +$48.8K +139 +2%
RSWM
847
Robertson Stephens Wealth Management
California
$2.48M +$23.9K +68 +0.9%
PFS
848
Physicians Financial Services
North Carolina
$2.48M +$37.6K +107 +1%
PP
849
Prudential plc
United Kingdom
$2.47M
FMTCOCP
850
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.47M -$26.3K -75 -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.