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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
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$157M +$42.7M +121,635 +35%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$151M +$11.8M +33,551 +8%
Adage Capital Partners
78
Adage Capital Partners
Massachusetts
$151M +$2.02M +5,744 +1%
VNIM
79
Vaughan Nelson Investment Management
Texas
$148M +$10.5M +29,963 +7%
AQR Capital Management
80
AQR Capital Management
Connecticut
$146M -$9.99M -28,468 -6%
Universal-Beteiligungs- und Servicegesellschaft
81
Universal-Beteiligungs- und Servicegesellschaft
Germany
$145M +$153M +437,149 New
American Century Companies
82
American Century Companies
Missouri
$145M -$9.29M -26,466 -6%
WJWM
83
Williams Jones Wealth Management
New York
$143M +$1.1M +3,138 +0.7%
HighTower Advisors
84
HighTower Advisors
Illinois
$141M +$9.61M +27,372 +7%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$141M -$5.44M -15,488 -4%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$137M +$13.9M +39,520 +11%
BNP Paribas Asset Management
87
BNP Paribas Asset Management
France
$137M +$37.9M +107,855 +35%
Zurich Cantonal Bank
88
Zurich Cantonal Bank
Switzerland
$135M -$10.1M -28,662 -7%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$135M +$6.37M +18,154 +5%
Assenagon Asset Management
90
Assenagon Asset Management
Luxembourg
$133M +$137M +390,595 +3,508%
Federated Hermes
91
Federated Hermes
Pennsylvania
$133M +$1.51M +4,296 +1%
APG Asset Management
92
APG Asset Management
Netherlands
$132M +$124M +354,459 +608%
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$129M +$16M +45,705 +13%
Victory Capital Management
94
Victory Capital Management
Texas
$127M +$17.1M +48,848 +15%
HTC
95
Haverford Trust Company
Pennsylvania
$127M -$369K -1,052 -0.3%
Public Sector Pension Investment Board (PSP Investments)
96
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$126M -$29.6M -84,477 -18%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$126M -$2.75M -7,832 -2%
Millennium Management
98
Millennium Management
New York
$125M -$253M -719,510 -66%
Canada Pension Plan Investment Board
99
Canada Pension Plan Investment Board
Ontario, Canada
$122M -$471K -1,341 -0.4%
Canada Life
100
Canada Life
Manitoba, Canada
$122M +$28.7M +81,878 +29%

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.