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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
Voloridge Investment Management
926
Voloridge Investment Management
Florida
$2.04M +$853K +2,429 +65%
BHPW
927
Beverly Hills Private Wealth
California
$2.04M -$55.1K -157 -2%
DWT
928
Dorsey & Whitney Trust
South Dakota
$2.02M -$160K -456 -7%
TP
929
Tranquility Partners
Tennessee
$2.02M -$86.3K -246 -4%
PWP
930
Principle Wealth Partners
Connecticut
$2.01M +$44.2K +126 +2%
COI
931
Connable Office Inc
Michigan
$2.01M -$29.5K -84 -1%
TAM
932
Tocqueville Asset Management
New York
$2.01M -$5.26K -15 -0.2%
MPWS
933
McCarter Private Wealth Services
Massachusetts
$2.01M -$4.91K -14 -0.2%
TCM
934
Twin Capital Management
Pennsylvania
$2M +$415K +1,182 +24%
ACM
935
AlphaStar Capital Management
North Carolina
$2M +$57.9K +165 +3%
IGGA
936
Iron Gate Global Advisors
Utah
$1.99M
TF
937
Telligent Fund
Hong Kong
$1.99M +$2.11M +6,000 New
LFG
938
Lazard Frères Gestion
France
$1.99M +$2.11M +6,000 New
TC
939
TownSquare Capital
Utah
$1.99M +$321K +916 +18%
MAMU
940
Myriad Asset Management US
Florida
$1.99M +$2.1M +5,988 New
SAG
941
SageView Advisory Group
California
$1.98M +$1.28M +3,638 +156%
BOH
942
Bank of Hawaii
Hawaii
$1.97M +$6.67K +19 +0.3%
GL
943
Graypoint LLC
New York
$1.95M +$25.3K +72 +1%
IFG
944
Independent Financial Group
California
$1.95M +$517K +1,473 +33%
CCWM
945
Cassaday & Co Wealth Management
Virginia
$1.95M
AMCA
946
Arthur M. Cohen & Associates
Illinois
$1.94M +$139K +396 +7%
NB
947
Nicolet Bankshares
Wisconsin
$1.94M +$475K +1,354 +30%
KCM
948
Kornitzer Capital Management
Kansas
$1.94M -$1.01M -2,869 -33%
VA
949
Valmark Advisers
Ohio
$1.94M +$28.1K +80 +1%
MSA
950
MUFG Securities Americas
New York
$1.94M +$2.05M +5,835 New

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.