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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
RIA
851
Regal Investment Advisors
Michigan
$2.46M -$286K -814 -10%
CNBT
852
Canandaigua National Bank & Trust
New York
$2.46M -$319K -909 -11%
HP
853
Hilltop Partners
Indiana
$2.45M +$2.15M +6,136 +490%
PI
854
PFG Investments
New York
$2.44M +$13K +37 +0.5%
VI
855
Vestcor Inc
New Brunswick, Canada
$2.44M -$159K -453 -6%
AA
856
ALPS Advisors
Colorado
$2.44M -$8.42K -24 -0.3%
OPTFSNA
857
Old Point Trust & Financial Services N A
Virginia
$2.42M -$254K -725 -9%
ECM
858
Evergreen Capital Management
Washington
$2.42M -$8.77K -25 -0.3%
PA
859
PFG Advisors
Arizona
$2.42M -$105K -299 -4%
SIAP
860
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.42M -$106K -301 -4%
WA
861
Wealth Alliance
New York
$2.41M -$87.7K -250 -3%
OIA
862
OneDigital Investment Advisors
Kansas
$2.4M -$28.4K -81 -1%
CC
863
Cornerstone Capital
California
$2.39M -$654K -1,862 -21%
GAM
864
Groupama Asset Management
France
$2.39M -$797K -2,272 -24%
CA
865
CoreCap Advisors
Michigan
$2.39M -$77.2K -220 -3%
JIC
866
Johnson Investment Counsel
Ohio
$2.38M +$60.7K +173 +2%
FB
867
Fulton Bank
Pennsylvania
$2.36M +$673K +1,917 +37%
SB
868
SIG Brokerage
New York
$2.36M +$2.49M +7,107 New
SLA
869
Silver Lake Advisory
Utah
$2.35M -$623K -1,775 -20%
1C
870
111 Capital
France
$2.35M +$2.49M +7,083 New
BG
871
BDF Gestion
France
$2.35M -$323K -921 -12%
IFWM
872
Institute for Wealth Management
Colorado
$2.34M +$6.32K +18 +0.3%
PWM
873
Perigon Wealth Management
California
$2.33M +$226K +643 +11%
IA
874
IFP Advisors
Florida
$2.32M -$656K -1,870 -21%
KA
875
KLCM Advisors
Wisconsin
$2.31M +$1.06M +3,010 +76%

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.